1123288: Loan Origination Associate I (LSLO06)
About The Position
As a Senior Commercial Real Estate Loan Closer in the Documentation and Closing group, you manage a mixed pipeline supporting Community Development Banking and New Markets Tax Credit loan closings. You partner with internal teams and external counsel to review due diligence, identify and resolve risks, and drive documentation and funding readiness. You help ensure loan documents, booking packages, and settlements are accurate, compliant, and completed with strong quality control. You communicate clearly on requirements and keep multiple closings moving forward without sacrificing control. This role supports a diverse portfolio of commercial construction-related financings that may include tax credit structures, equity investments, affordable housing components, bond-enhanced or direct pay letters of credit, permanent loan conversions, and multi-lender coordination. Success comes from balancing speed with disciplined execution, maintaining high attention to detail, and partnering effectively across multiple stakeholders. You will be expected to anticipate issues, document decisions, and drive timely resolution to close.
Requirements
- Three years of direct experience closing commercial real estate loans
- Demonstrated ability to work diplomatically with clients, bankers, and attorneys
- Proven experience reviewing externally prepared commercial loan documentation
- Working knowledge of borrower and guarantor entity structures and formation documentation
- Experience preparing and completing commercial loan booking requests and related financial transactions
- Strong knowledge of real estate due diligence, including title, survey, flood, and liability insurance requirements
- Strong written and verbal communication skills with disciplined execution and follow-through
- Ability to present complex topics clearly and concisely
- Ability to manage multiple initiatives simultaneously while maintaining attention to detail
- Proficiency with Microsoft Office and common business applications
Nice To Haves
- Five years of commercial real estate loan closing experience
- Experience supporting Community Development Banking transactions
- Experience supporting New Markets Tax Credit loan closings
- Experience with bond-enhanced or direct pay letters of credit
- Experience supporting permanent loan conversions and construction-to-permanent structures
- Experience coordinating multi-lender or multi-bank closings
Responsibilities
- Manage end-to-end closing activities for new loans, modifications, renewals, and extensions
- Coordinate a mixed closing pipeline and prioritize work to meet deliverables and production standards
- Review due diligence packages and identify risks and gaps required to reach closing readiness
- Partner with internal stakeholders, clients, and legal counsel to resolve documentation and policy items
- Examine loan booking packages for accuracy and alignment with approvals and required documentation
- Prepare settlement statements to support release of loan funds and related financial transactions
- Validate real estate due diligence items, including title, survey, formation documents, and insurance requirements
- Maintain accurate records and closing data in established tracking tools and systems
- Comply with quality assurance and control expectations across documentation and closing workflows
- Support additional department projects as assigned
Benefits
- comprehensive health care coverage
- on-site health and wellness centers
- a retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
- financial coaching
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
