Commercial Loan Closing Specialist

Workflow Management:

• Responsible for assigned loan files from approval through closing.
• Coordinate due diligence with all third-party professionals.
• Facilitate Greeting Meetings with Loan Officer.
• Create and review loan documentation for accuracy and completeness.
• Ensure all approval conditions are satisfied.
• Ensure loan file documents are stacked in proper order.

Due Diligence Responsibilities:

• Order title search/commitment.
• Order appraisals.
• Order environmental reports.
• Communicate with legal counsel.
• Allocate fees and costs correctly.
• Verify wires, while following all applicable policies.

Document Preparation:

• Create documents using LaserPro, in accordance with Telhio's Credit policy and SBA SOP.
• Documents may include full loan packages, changes in terms, and other miscellaneous servicing requests.
• Create checklists to accompany each closing package.

Quality Control:

• Complete pre-closing QC checklist for self or other members of the team.
• Ensure all Sageworks tasks are completed
• Verify all documentation is filed appropriately in Sageworks and in J drive.
• Performs other duties as assigned
• Complies with all policies and standards

• High School Diploma or equivalent Required
• Bachelor's Degree Business Administration, Finance or Accounting Preferred
• 1-3 years Commercial Loan Processing Required
• 1-3 years Commercial Post Closing experience Required
• 1-3 years Experience with Sageworks / Abrigo Commercial Loan System Preferred
• Knowledge of SBA Standard Operations Procedures Knowledge SBA Loan Policy and Products
• Ability to read and understand bank, financial statement and tax return documents
• Decision making skills