Post Close & Transaction Specialist
Core
Orchestrates the closing process for commercial loans, managing documentation, booking loans, and resolving exceptions for borrowers and the deal team.
Role type
Senior IC credit operations specialist (commercial lending)
Builds
Commercial loan closings and disbursements for Real Estate Banking, Equipment Finance, and Specialized Industries
Domain
Banking / Commercial Lending
Required skills
Commercial loan documentation, syndicated loan review, regulatory compliance (BSA/AML/OFAC), risk identification, multi-state deal coordination, system data integrity
Preferred skills
Real estate transaction due diligence, syndicated transaction knowledge, commercial banking experience, commercial equipment leasing experience
Technologies
Loan origination systems, BSA/AML software, OFAC screening tools
Responsibilities
Drafts and reviews loan documentation for high complexity commercial loans; Engages with the deal team on forecasting loan pipeline activity; Reviews attorney prepared loan packages for syndicated loans; Obtains necessary documents to evidence debt and secure the loan; Ensures loans are closed per approval and policy; Identifies and remediates documentation or regulatory issues prior to closing; Partners with segments including Real Estate Banking and Equipment Finance for timely booking and disbursement.