Loan Closing Officer

LiftFund • San Antonio, TX

1d • Onsite

About The Position

The Loan Closing Officer facilitates, supports, and services small business financing solutions, including microloans, small business loans, grants, and SBA 7(a) loan programs. The role prepares accurate and compliant closing documentation for loan and grant awards in accordance with LiftFund, SBA, and funding partner guidelines. By supporting smooth closing processes and funding readiness, the position contributes to LiftFund’s mission of expanding access to capital with dignity and respect.

This is a full-time, exempt, on-site position with a standard Monday through Friday schedule of 8:30 AM to 5:30 PM. Travel is limited to the local area, with infrequent overnight travel for business-related activities as needed. Work is performed in a routine office environment.

Requirements

• Bachelor’s degree in Accounting, Finance, Legal Studies, or a related field.
• At least two years of experience with title liens and UCC filings.
• At least two years of experience ordering and reviewing real estate title searches.
• Strong attention to detail and ability to manage multiple deadlines in a fast-paced environment.
• Strong organizational and project management skills.
• Customer service mindset and collaborative, team-oriented approach.
• High ethical standards, including integrity, professionalism, and accountability.
• Ability to achieve excellence and drive continuous improvement.

Nice To Haves

• Experience reviewing financial, legal, or compliance documentation in a lending or grant environment.
• Bilingual proficiency in English and Spanish.

Responsibilities

• Input and maintain accurate information in the Customer Relationship Management (CRM) system.
• Audit loan and grant applications and prepare complete, compliant closing packages, including reviewing business legal formation, eligibility, collateral, and insurance documentation.
• Prepare and assemble closing packages for loans and grants and facilitate electronic signatures.
• Review executed closing documents for completeness, accuracy, and compliance with legal and program requirements.
• File and manage collateral liens, including vehicle titling, Uniform Commercial Code (UCC) filings, and deed of trust recordings.
• Coordinate with title companies, attorneys, and third-party vendors to prepare and finalize legal closing documents.
• Process payment protection insurance claims and manage releases of debt and collateral for accounts paid in full.
• Prepare and review real estate closing instruments, including deeds of trust and settlement statements.
• Assist with SBA 7(a) loan closing documentation and onboarding loan files to third-party service providers.
• Ensure compliance with special funding programs, including grants and buy-down programs, and track applicable post-closing requirements.
• Interpret and apply program-specific guidelines for loan products, grant programs, and interest buy-down initiatives.
• Provide customer service and support to internal lending teams and external clients throughout the closing process.
• Monitor and maintain compliance with applicable federal, state, and organizational lending and grant administration policies.
• Perform additional duties as assigned, which may occasionally require extended hours or weekend support.

What This Job Offers

• Job Type: Full-time