Loan Operations & Closings Specialist

Green Key Resources; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

Green Key Resources is seeking a Loan Operations professional to support the closing, servicing, accounting, and ongoing administration of a direct lending portfolio.

The role coordinates loan closings, maintains accurate loan records, processes cash transactions, and reconciles loan activity while collaborating with deal teams, borrowers, agents, co-lenders, external counsel, and third-party administrators to ensure compliant transactions.

Qualifications

• Strong analytical and problem-solving abilities.
• Excellent organizational skills with attention to detail.
• Clear communication with internal and external stakeholders.

Responsibilities

• Coordinate loan closings with deal teams, agents, borrowers, co-lenders, and external legal counsel.
• Obtain and organize required documentation from deal teams and other relevant parties.
• Coordinate Know Your Customer (KYC) requirements and allocation details with administrative agents.
• Partner with Treasury to ensure funds are available to support scheduled loan closings.
• Verify pre-closing conditions are satisfied and documented.
• Initiate and process cash transfers and wire payments across banking platforms.
• Complete post-closing activities and follow up with counsel, agents, and administrators.
• Maintain organized electronic closing files and transaction logs.
• Track deal deposits, closing expenses, and related activity.
• Support portfolio management by tracking loan activity and preparing reports.
• Prepare and review portfolio reports including bank-to-book reconciliations and debt schedules.
• Communicate with agents and third-party administrators for servicing information.
• Provide monthly portfolio updates to deal teams and management.
• Monitor and resolve loan-related exceptions.

Skills

Analytical skills

Organizational skills

Communication

Problem-solving

Job description

Green Key Resources is seeking a Loan Operations professional to support the closing, servicing, accounting, and ongoing administration of a direct lending portfolio.

The role coordinates loan closings, maintains accurate loan records, processes cash transactions, and reconciles loan activity while collaborating with deal teams, borrowers, agents, co-lenders, external counsel, and third-party administrators to ensure compliant transactions.