Closing Specialist III

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• Loan Closing and Documentation
  • Oversee the preparation, review, and execution of SBA loan closing documents, ensuring compliance with SBA Standard Operating Procedures (SOP).
  • Identify and resolve discrepancies in documentation, coordinating with borrowers, attorneys, and third‑party vendors to address issues.
  • Make impactful decisions regarding document completeness and readiness for closing, escalating complex cases when necessary.
• Compliance and Risk Management
  • Conduct thorough reviews of loan files to ensure adherence to SBA and regulatory requirements, making real‑time decisions to correct deficiencies.
  • Evaluate and approve loan conditions prior to closing, including third‑party reports, title policies, and insurance documentation.
  • Implement strategies for fraud detection and prevention during the closing process.
• Process Optimization
  • Collaborate with lending and underwriting teams to streamline workflows, minimizing delays in the closing process.
  • Develop and refine documentation checklists and tracking systems to improve accuracy and efficiency.
  • Leverage technology to automate routine tasks, such as compliance checks and document generation.
• Third‑Party Coordination
  • Manage relationships with third‑party service providers, including title companies, appraisers, and attorneys, to ensure timely delivery of required documentation.
  • Make informed decisions about handling third‑party delays, such as moving applications to suspense status when warranted.
• Borrower Communication and Experience
  • Serve as the primary point of contact for borrowers during the closing phase, providing clear guidance on requirements and timelines.
  • Proactively communicate updates and resolve borrower concerns to ensure a seamless closing experience.
• Leadership and Training
  • Act as a mentor and resource for junior team members, providing training on SBA documentation standards and closing procedures.
  • Stay updated on SBA SOP changes and industry best practices, sharing insights with the team to enhance overall performance.
• Post‑Closing Quality Control
  • Conduct post‑closing reviews to ensure loan files are audit‑ready and compliant with SBA requirements.
  • Address any deficiencies or errors identified during post‑closing audits, implementing corrective actions as needed.

• Education and Experience
  • Bachelor’s degree in Business Administration, Finance, or a related field (preferred).
  • Minimum of 5 years of experience in SBA loan processing, closing, or documentation.
  • Extensive knowledge of SBA 7(a) and 504 loan programs, including Standard Operating Procedures (SOP).
• Skills and Competencies
  • Expertise in loan documentation, compliance requirements, and risk management strategies.
  • Strong decision‑making skills, particularly in high‑pressure situations or complex cases.
  • Proficiency in loan origination systems and documentation tools.
  • Exceptional attention to detail and organizational skills.
  • Excellent communication and interpersonal skills for borrower and team interactions.
  • Ability to manage multiple priorities and meet tight deadlines.
• Key Performance Indicators (KPIs)
  • Accuracy and completeness of SBA loan documentation.
  • Timeliness of loan closings and funding.
  • Borrower satisfaction scores during the closing process.
  • Reduction in errors identified during post‑closing reviews.
  • Efficient resolution of third‑party delays and other closing challenges.

• Comprehensive Medical, Dental, and Vision Insurance
• Generous Paid Time Off
• Birthday Day Off
• 12 Paid Company Holidays
• 401(k) Match
• FSA and HSA
• Paid Life Insurance
• Paid Disability Insurance
• Pet Insurance
• Employee Assistance Program (EAP)
• Professional Development Courses
• In‑Office Provided…