Loan Closing Specialist

Title: Loan Closing Specialist Firm: Specialty Finance Location: Remote Full-Time

Key Responsibilities

Review loan files for unusual transactions, potential fraud indicators, and other risk factors. Examine closing packages for accuracy, completeness, and adherence to internal policies and procedures. Validate required loan documentation, including Business Loan and Security Agreements (BLSAs), identification records, voided checks, tax returns, financial statements, and payoff statements. Perform comprehensive Uniform Commercial Code (UCC) searches and resolve existing liens in accordance with established guidelines. Prepare and administer loan agreements in Salesforce for term loans, bridge financing, and other lending products. Track contract progress and process revisions, amendments, corrections, and supplemental documents. Oversee the preparation, review, and execution of all closing documents to ensure transactions are finalized accurately. Partner with underwriting and sales personnel to facilitate efficient processing and resolve documentation issues. Develop and maintain funding checklists, confirming that all required information has been collected and outstanding questions addressed. Coordinate with internal departments and external stakeholders to communicate transaction status and obtain missing information or supporting documentation. Conduct borrower verification calls, merchant interviews, and banking validations as part of the closing and funding process. Work closely with the accounting team to assemble funding packages and coordinate the timely disbursement of loan proceeds. Maintain working knowledge of Salesforce CRM, Asana, DocuSign, and other operational tools used to manage loan transactions. Prepare, submit, amend, and terminate UCC financing statements, including UCC-1 and UCC-3 filings, to establish, maintain, or release the lender’s security interest in pledged borrower assets. Qualifications 1+ year of experience with closing term loans, small business loans, merchant cash advance, or similar types of lending products Demonstrated ability to succeed in a fast-paced, deadline-driven environment. Strong analytical and critical-thinking skills, with sound judgment and an understanding of risk management. Exceptional organizational skills and the ability to manage multiple priorities while maintaining accuracy and attention to detail. Collaborative, team-oriented approach with a proactive and positive attitude. Ability to prioritize effectively and respond to time-sensitive requests with urgency. Willingness to learn, accept feedback, and develop professionally. Proficiency with CRM platforms, Google Workspace, Microsoft Office, and Excel. Familiarity with regulatory requirements and relevant oversight agencies is a plus. Strong problem-solving skills and the ability to navigate complex operational issues. Excellent written and verbal communication skills. Bachelor's Degree completed is preferred, but not necessary