Healthcare Loan Closer
About The Position
The Healthcare Loan Closer is a support role working directly with loans, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working alongside the Healthcare Relationship Managers and Practice Finance Business Development Officers. Supports sales teams in executing a One Bank strategy and growing market share. Responsible for retaining and deepening client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. Leads all efforts in the pre-closing and closing process on healthcare/practice finance loans including commercial real estate, construction, term, lines of credit, and investment real estate. Works closely with Relationship Managers, Business Development Officers, legal, credit, construction, post-underwriting, consultants, attorneys, and title companies.
Requirements
- Bachelor's degree, or equivalent work experience
- Typically seven or more years of job-related experience
Nice To Haves
- Experience working with closing commercial loans for the healthcare industry
- Considerable knowledge of departmental and bank products and services
- Proven customer service and problem resolution skills
- Proficient computer navigation skills using a variety of software packages including nCino, Salesforce, and Microsoft Office applications
- Effective interpersonal, verbal and written communication skills
- Expert level user with Salesforce software
- previous experience in validating sales and proficient knowledge in problem solving to ensure Salesforce opportunities are correctly entered
Responsibilities
- Loan Documentation: reviews loan approval and loan documents prepared by internal teams and outside counsel
- Managing fees: ensuring borrowers and lenders pay all fees and setting up an escrow if needed
- Managing documentation: collects required documentation from client based on loan conditions. Monitors closing documentation requirements
- Managing client expectations: building relationships with clients and managing their expectations for documentation and timing. Identifies and delivers to client's needs through loan closing process
- Ensuring compliance: ensuring compliance with all loan requirements, regulatory requirements, and approval conditions
- Identifying and resolving issues: identifying issues during the due diligence phase and working with others to find solutions
- Communicating with others: communicating with title and closing agents, outside counsel, borrower and others to ensure accurate documentation
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees
