Senior Closing Manager

• Assist in overseeing all responsibilities assigned to the Standard Loan Closing Team
• Oversee all aspects of closing and funding loan transactions in accordance with program requirements and internal policies and procedures
• Manage processes, systems, and personnel associated with Standard loan closing functions across all programs and products
• Prepare loan documents, coordinate with legal counsel, title and escrow, close loans, and perform post-closing tasks
• Provide day-to-day leadership to the loan closing team, measure Key Performance Indicators, and report to management and executive teams
• Ensure loans are closed within required time frames
• Interface with clients, legal counsel, title companies, escrow agents, business development officers, and underwriters
• Review loan files for accurate closing and provide Quality Assurance
• Ensure collateral is perfected, including proper mortgage and UCC filings
• Work with the loan documentation team to review documentation against approvals and clear discrepancies
• Ensure loans are appropriately disbursed, documentation is maintained, and the correct funding source is utilized
• Ensure client introduction to loan servicing
• Prepare reports for the Board of Directors and CBO as needed
• Support customer retention and communication
• Train staff on program requirements and keep them up to date on lending-industry changes
• Travel may be required

• Previous Closing Management experience required
• Bachelor’s degree in related field or 7 years of equivalent experience
• 7-10 years of financial services work experience
• Current experience with Federal loan program policies and documentation requirements
• Detail-oriented with strong organizational skills
• Proficient with Microsoft Office products, Outlook, Excel, Teams, and Share Point
• Experience using Salesforce
• Sophisticated word processing and computer database skills, especially Microsoft Word and Excel
• Thorough knowledge of accounting principles, financial statement analysis, operations, and regulations
• Excellent written and oral communication skills
• Ability to work effectively with staff members and build and maintain relationships
• Ability to work in a busy environment, independently, and as part of a team
• Strategic thinking and strong analytical ability
• Active listening skills
• Willingness to adapt to changing business needs and deadlines, including extended work hours
• Assertiveness, confidence, and solid decision-making skills
• Professional, business-like appearance and demeanor
• Ability to perform the stated physical requirements, including frequent sitting and occasional lifting of 20 lbs or less

Demonstrates expertise in loan closing management, ensuring compliance with Federal loan program policies and effective team leadership. Proficient in financial services operations, documentation accuracy, and client relationship management.

• Closing Management Experience
• Federal Loan Program Knowledge
• Microsoft Office Proficiency
• Financial Statement Analysis
• Strong Organizational Skills

• Loan Document Preparation
• Quality Assurance Review
• Collateral Perfection
• Accounting Principles Knowledge
• Financial Services Experience
• Key Performance Indicator Measurement
• Loan Funding Processes
• Documentation Review
• Post-Closing Tasks
• Regulatory Compliance

• Excellent Communication Skills
• Strategic Thinking
• Analytical Ability
• Relationship Building
• Adaptability

• Loan Closing
• Financial Services
• Escrow
• Title Companies
• Client Retention
• Business Development
• Loan Servicing
• Operational Procedures
• Program Requirements
• Team Leadership

• Salesforce
• Microsoft Excel
• Microsoft Word
• Microsoft Outlook
• Microsoft Teams
• Share Point