Senior Associate, Operations & Closing

Purpose and Job Summary

Lead the execution of CRE loan closing and funding within a commercial real estate debt investment platform, ensuring transactions are accurately documented, funded in line with credit approvals, financing requirements, and internal controls. Act as the central operational coordinator across Credit, Legal, Treasury, Asset Management, and Capital Markets to drive timely close, clean funding, and seamless integration into ongoing portfolio management and reporting processes.

Support broader investment activity—including securitization readiness, transfers, and investor deliverables—by ensuring transaction-level accuracy, control, and consistency.

• Closing and Funding Coordination
  • Lead end-to‑end execution of loan closings from credit approval through funding and post‑close completion.
  • Manage closing timelines, issue tracking, and confirm completeness of deliverables prior to funding.
  • Own closing operations, including title/escrow coordination, conditions precedent tracking, and execution of loan documentation.
  • Prepare, review, and reconcile lender’s statements, settlement statements, and sources/uses; ensure accuracy of all closing economics.
  • Compile and deliver complete funding packages; coordinate wire requests, approvals, and timing with Treasury.
  • Complete post‑closing deliverables and closing packages for downstream partners.
  • Coordinate loan boarding and transition to Asset Management / Servicing.
• Fund Execution, Investor & Compliance Coordination
  • Support capital markets and financing activities, including securitization transactions (CLO / warehouse), pool formation, and closing readiness.
  • Interface with note administrators, investors, financing counter parties, and rating agencies; support delivery of transaction‑related materials and data room management.
  • Track and coordinate loan modifications, approvals, and documentation in partnership with Asset Management and Legal.
  • Maintain strong document control, version control, and audit‑ready records.
• Vendor and Contract Management
  • Support management of third‑party vendor relationships and contracts related to transaction execution and operations.
  • Maintain a centralized inventory of agreements with key terms, renewal timelines, and service scope.
  • Coordinate vendor onboarding, contract renewals, amendments, and performance monitoring.
• Operational Technology and Systems Support
  • Support oversight of team technology needs across closing and operations workflows.
  • Assist with coordination and execution of system implementations, enhancements, and process integrations.
  • Serve as point of contact for system questions and issue triage with internal technology teams or vendors.
  • Promote consistent system usage and support maintenance of process documentation, user guides, and training materials.
  • Identify workflow improvement opportunities and recommend enhancements.

• Bachelor’s degree in Finance, Real Estate, Accounting, or related field.

• 5+ years of experience in CRE loan closing, transaction management, or portfolio operations within a debt fund or structured finance environment.

• Experience with complex CRE loans (bridge, construction, transitional assets) and structured financings (CLOs, warehouse lines).

• Strong understanding of CRE loan structures, closing processes, documentation, and settlement mechanics.

• Familiarity with structured credit / fund‑level execution requirements and transaction deliverables (e.g., investor/counter party materials and data room management).

• Experience supporting system implementations, enhancements, and integrations is a plus.

• Strong document control discipline, project management discipline, and high attention to detail.

• Ability to manage multiple transactions under tight timelines and maintain clear, professional communication with internal leaders and external counter parties.

• Ability to proactively identify issues, drive alignment, and close execution gaps.

Annual base salary gross: $100,000 – $130,000 (NY only) with potential incentives based on production. Other rewards and benefits include cash bonuses, long‑term incentives, health insurance, accident and life insurance, and retirement benefits.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status, or other status protected by law. This policy applies to all terms and conditions of employment.