Job Description

Why You Want to Work Here

Join a collaborative and client-focused team in a role that offers professional growth and advancement. This position starts as a Loan Closing Assistant, where you will gain hands-on experience with the SBA 504 loan program. After approximately six months, once training and performance milestones are met, you will transition into a Loan Closer role with expanded responsibilities.

Responsibilities of a Loan Closing Assistant

• Gather and prepare loan documentation packages required to close and fund SBA 504 loans.
• Support Loan Closers in managing the pipeline of deals to ensure timely closings and funding.
• Assist in obtaining all required insurance for loan closings.
• Receive and process approved amendment actions; update tracking reports and internal databases.
• Verify payment of application deposits and processing fees with accounting.
• Prepare and send packages to closing attorneys; receive loan documents and post bond sales.
• Perform other duties as assigned.

Qualifications for a Loan Closing Assistant

• Bachelor’s degree required.
• 1–2 years of experience in loan processing and closing of commercial loans; residential mortgage closing experience also considered.
• Strong attention to detail with the ability to work independently and as part of a team.
• Proven history of positive interactions with borrowers, bankers, and attorneys.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Word and Excel; training provided for proprietary software.

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