Small Business Loan Closer

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Guide clients and professional services teams throughout the lending fulfillment process.

• Oversee the review and validation of deal structures for all small business lines.

• Deliver accurate, clear, and concise information via multiple communication channels.

• Serve as the primary external-facing loan facilitator.

• Manage a pipeline of active deals in the closing phase, including complex structures and multi-facility transactions.

• Clarify loan closing conditions, products, policies, and necessary documentation.

• Collaborate with clients to meet closing conditions and provide basic technical support.

• Gather required information from client advisors and partners.

• Communicate funding timing expectations to all stakeholders.

• Review, assess, and analyze documents; research and resolve policy and procedure issues.

• Ensure precise, complete, and timely execution while upholding quality and compliance standards.

• Work with stakeholders on closing diligence to guarantee proper collateralization and efficient funding.

• Coordinate commercial real estate closings in collaboration with legal counsel, diligence providers, and title/escrow offices.

• Identify, assess, manage, monitor, and report risks within the Bank’s risk appetite.

⛳️ Requirements

• Bachelor’s Degree or equivalent work experience is preferred.

• 2-3 years of relevant experience.

• Comprehensive understanding of lending guidelines, underwriting, and closing procedures.

• Capability to pinpoint actionable items while reviewing detailed and complex documents.

• Exceptional written and verbal communication skills.

• Proven organizational and prioritization abilities.

• Prior experience in Closing, Sales, Finance, or Commercial Real Estate is essential.

• Experience in Practice Finance or Construction project management is preferred.

• Proficiency in Windows-based software programs, including Outlook, Word, Excel, and PowerPoint.

• Ability to analyze policies, procedures, and guidelines and offer recommendations to maximize productivity while adhering to risk guidelines.

• Proven teamwork, collaboration, and customer service skills.

🏝️ Benefits

• Comprehensive benefits programs that support physical, financial, emotional, and social well-being.

• Incentive compensation plan based on company, line of business, and/or individual performance.

• Differentiated compensation offerings.

• Employee recognition through Total Rewards.