Loan Closer Intermediate
Responsibilities:
• Examine approved credit requests to confirm transaction terms, structure, covenants, and support requirements before documentation is prepared.
• Produce loan modification documents that reflect approved deal terms and comply with legal, regulatory, and internal policy expectations.
• Confirm that pre-closing items, due diligence steps, and compliance checks are completed before documents move forward for execution.
• Review legal and financial documentation carefully to identify discrepancies, missing information, or potential operational risk.
• Perform quality control on documentation completed by teammates to promote accuracy, completeness, and consistency across deliverables.
• Coordinate with underwriting, compliance, legal, and lending teams to resolve documentation issues and keep transactions moving on schedule.
• Send completed modification packages to clients or relevant parties and track timely follow-up through final execution.
• Manage a high-volume pipeline by prioritizing tasks effectively while maintaining service quality and turnaround expectations.
Qualifications:
• Experience in loan documentation, credit operations, underwriting support, lending support, or a related financial services function is preferred.• Strong proficiency with Microsoft Excel, Word, and other Microsoft Office applications.
• Ability to interpret legal documents and apply approved credit terms accurately within loan documentation.
• Familiarity with due diligence and regulatory review concepts, including AML and FinCEN-related considerations, is highly valued.
• Excellent analytical skills with a high level of accuracy and attention to detail.
• Effective written and verbal communication skills, along with the ability to work well with cross-functional partners.
• Strong organizational and time management skills with the ability to handle multiple priorities in a deadline-driven setting.
• A degree is preferred, though entry-level candidates will be considered.
Compensation
$20.00-$22.00 HourlyAbout Us
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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