Loan Closing & Legal Coordinator

Strategic HR Client Job Openings • Cincinnati, OH

7d • $55,000 - $65,000 • Onsite

About The Position

The Loan Closing & Legal Coordinator will provide essential legal and administrative support, including managing the loan closing process, coordinating with external counsel, and ensuring compliance with regulatory and contractual requirements. This role also involves delivering high-level executive support and contributing to organizational governance and employee engagement initiatives. It is a hands-on coordinator role focused on loan closings and financing transactions, with an emphasis on process execution and documentation.

Requirements

• Direct experience supporting loan closings, real estate transactions, or financing deals; experience with closing documents, title/escrow, and managing transaction timelines.
• Working knowledge of legal terminology, procedures, ethics, and records management.
• Proven ability to review and manage legal or contractual documents with accuracy and confidentiality.
• Strong written and verbal communication skills, including editing and proofreading.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint); familiarity with data management or website publishing tools a plus.
• Ability to work independently, manage multiple priorities, and take ownership of assignments.
• Strong analytical, problem-solving, organizational, and time-management skills with high attention to detail.
• Professional, positive interpersonal skills with the ability to work effectively across all organizational and community levels.
• Associate or bachelor’s degree (or equivalent experience) with 2+ years in legal administration, office management, or executive support.
• Experience in law firm, real estate, banking, or nonprofit environments.
• Familiarity with office administration and internal communications.

Nice To Haves

• Experience in commercial real estate, affordable housing, banking, or CDFI environments; familiarity with capital stacks or layered financing, preferred.

Responsibilities

• Coordinate CDF loan closings from initial checklist through final funding; track conditions and due diligence; work with counsel and title; review key loan and closing documents for completeness; maintain timelines and compliance documentation.
• Review loan and real estate documents and coordinate internal and external review.
• Manage closing checklists, communications, conditions, and fund disbursements to keep transactions on schedule.
• Ensure all required documents are collected, properly filed, and maintained pre- and post-closing.
• Assist with drafting and reviewing governance documents, board resolutions, committee minutes, and selected contracts.
• Maintain organized legal, business, property, contract, and regulatory records.
• Provide executive support, including calendar management, communications, and meeting coordination.
• Organize and support meetings and events, including logistics, materials, and onsite assistance.
• Serve as in-house support for Microsoft Office applications (Word, Excel, PowerPoint).
• Maintain confidentiality and professionalism when handling sensitive information.
• Act as a welcoming point of contact for visitors and incoming calls.
• Manage office supplies, subscriptions, memberships, and sponsorship logistics within budget.
• Maintain organized digital and physical filing systems for administrative records.
• Draft, edit, proofread, and format reports, presentations, and other documents as needed.
• Support a welcoming, organized office environment that reflects CDF’s values.

Benefits

• Competitive pay: $55,000-$65,000 base salary, depending on experience and qualifications
• Generous paid time off
• Comprehensive benefits options including medical, dental and vision insurance
• Long-term and short-term disability insurance
• 403(b) retirement plan (with company contribution)
• Company-paid life insurance
• Tuition reimbursement
• Technology stipend

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree