Closing Associate

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Awarded “Best Places to Work” in the Bay Area for the 9th time, TMC Financing is looking for a Closing Associate to join our team. This is a great opportunity for someone eager to assist small businesses and do work that makes a difference!

Founded in 1981, TMC Financing is the largest provider of Small Business Administration (SBA) 504 commercial real estate financing in California, Arizona, Nevada, Oregon, and Hawaii. TMC consistently ranks among the top certified development companies nationwide, funding projects worth more than $14 billion. More than 7,000 businesses have benefited from this financing, resulting in the creation of an estimated 60,000 jobs.

For more information, please visit our website at

This is an awesome opportunity for someone ready to use their skills to provide support to the Closing department. Key responsibilities include providing essential administrative and operational assistance to ensure loan files comply with SBA requirements and meet closing, submission, and funding deadlines. This role is vital in delivering exceptional customer service and building strong relationships with TMC clients, attorneys, lenders, and title and escrow contacts.

The perfect person for this role enjoys working independently and is good at time management and multitasking with exceptional attention to detail.

This role is based in our Oakland office and requires office attendance Monday – Friday.

• Reviewing new files in Closing.
• Preparing and managing documents.
• Coordinating communication with internal and external parties.
• Organizing and tracking tasks to ensure timely processing.
• Handling incoming and outgoing mail.
• Reviewing submissions and preparing CSAs.
• Organizing and uploading documentation.

• Work alongside the Closing Officer to ensure files transferred to the Closing Department meet all requirements.
• Audit all platforms and note any missing/pending items for the Closer.
• Review entity documentation, pull current information listed on state SOS.
• Communicate with lenders and escrow officers to ensure close of escrow deadlines are met.
• Monitor and update Box with documents Closers provide such as recorded Reconveyances.

• Prepare and submit closing packages under the Streamlined Closing Procedures, ensuring accuracy and completeness.
• Work with attorneys and district counsel to resolve discrepancies and submit responses.
• Assist in managing and auditing Complete File Reviews (CFR) for SBA compliance, ensuring missing items are collected.

• Act as a liaison between Closing Attorneys and their staff. Assist in questions from our partners at SBA, Guidehouse and CSA.
• Answer questions regarding the closing process and documentation requirements.

• Prepare and review CSA documents for each loan funding, ensuring accuracy and timely submission.
• Follow up on CSA alerts and notifications to ensure timely loan funding.
• Work with the Accounting Department to confirm lender participation fee payments.
• Track and confirm debenture funding with CSA.
• Update the digital and physical files on each loan with documents and clearances.
• Prepare collateral and custody files for submission to SBA Service Centers.
• Track sent and received checklists to ensure proper documentation handling.
• Process and follow up on reconveyances of 504 interim loans.

• Manage ACH data entry and wire confirmation emails.
• Process tax service requests and ensure compliance.
• Process and file incoming and outgoing mail received in the Oakland office.
• Scan and upload documentation to online platforms, noting missing items and ensuring accuracy.
• Assist with various administrative tasks, such as obtaining signatures, filing, faxing, scanning, generating Fed Ex labels, and creating templates/forms as needed.
• Provide backup support for phone and front desk operations as needed.
• Attend training sessions regularly to stay updated on changes to forms and procedures.

• Bachelor's degree from a…