Commercial Loan Closing Specialist

Willenborg Wealth Management

Remote
Remote
Loan closing process coordination
Due diligence for loans
Review loan documentation
The Commercial Loan Closing Specialist coordinates the loan closing process for new loans and modifications to existing loans within the C&I and CRE portfolio

Job Summary

  • The Commercial Loan Closing Specialist coordinates the loan closing process for new loans and modifications to existing loans within the C&I and CRE portfolio.
  • This includes performing necessary due diligence (i.e. flood work, engaging inspectors & environmental engineers, review of insurance), reviewing loan approvals and draft documents, ensuring all closing conditions have been met and scheduling closings.
  • At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

Matching Summary

The Commercial Loan Closing Specialist coordinates the loan closing process for new loans and modifications to existing loans within the C&I and CRE portfolio.

Skills & Requirements

Must-have

  • Loan closing process coordination
  • Due diligence for loans
  • Review loan documentation
  • Liaise with Bank Counsel
  • Prepare funding requests

Nice-to-have

  • Client-first, integrity, independence
  • Continuous evolution of the firm

Key Requirements

  • Minimum 4 years of experience
  • 2 years bank operations processing/loan closings
  • Commercial Real Estate experience
  • Post-secondary degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter