Closing Officer - Commercial & Industrial (C&I) / SBA Lending
Remote
Job Summary
Coordinate and manage the closing process for Commercial & Industrial (C&I) and Small Business Administration (SBA) loan transactions from approval through funding. Review loan approvals, commitment letters, and credit documentation to ensure all closing conditions are met, while preparing and reviewing closing packages for accuracy and compliance. Facilitate communication among lenders, borrowers, attorneys, and third parties to ensure timely closings, including commercial real estate reviews of title commitments and surveys. Verify and perfect various forms of collateral, such as real estate, UCC filings, and equipment, ensuring proper lien perfection in accordance with bank policies and regulatory requirements. Resolve documentation exceptions and post-closing issues promptly while maintaining complete loan files and supporting internal audits and regulatory examinations.
Required Qualifications
- Commercial and Industrial (C&I) and Small Business Administration (SBA) loan transaction closing experience
- Ability to coordinate and manage the closing process for C&I and SBA loan transactions from approval through funding
- Ability to review loan approvals, commitment letters, and credit documentation to ensure all closing conditions have been met
- Ability to prepare and review loan closing packages for accuracy, completeness, and compliance with approved loan structures
- Ability to facilitate communication among lenders, borrowers, attorneys, title companies, and other third parties
- Ability to coordinate commercial real estate closings, including review of title commitments, surveys, insurance, and closing documentation
- Ability to review, verify, and perfect various forms of collateral, including commercial and residential real estate, UCC collateral filings, deposit accounts, stock and investment account collateral, life insurance assignments, and equipment and other business assets
- Ability to ensure proper lien perfection and collateral documentation in accordance with bank policies and regulatory requirements
- Ability to prepare and file UCC financing statements, amendments, continuations, and terminations
- Ability to review organizational documents, authority documentation, and legal opinions for business entities
- Ability to verify compliance with SBA loan program requirements and documentation standards
- Ability to coordinate loan funding and boarding activities with operations and accounting teams
- Ability to maintain complete and accurate loan files and collateral records
- Ability to resolve documentation exceptions and post-closing issues in a timely manner
- Ability to support internal and external audits, loan reviews, and regulatory examinations
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