Senior Closing Manager

Jobtailor; Tustin (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor in California is seeking a senior Loan Closing Manager to oversee the Standard Loan Closing Team. You will lead all aspects of closing and funding loan transactions across programs, ensuring compliance with federal requirements and internal policies while delivering timely, accurate documentation.

The role requires 7–10 years in financial services, a bachelor’s degree or equivalent experience, and proficiency with Salesforce and Microsoft Office.

Qualifications

• Bachelor’s degree in a related field or 7+ years of equivalent experience.
• 7-10 years of financial services experience.
• Detail-oriented with strong organizational skills.
• Proficient with Microsoft Office products: Outlook, Excel, Word, Teams, and SharePoint.
• Experience using Salesforce.
• Thorough knowledge of accounting principles and financial statement analysis.
• Excellent written and oral communication skills.
• Ability to work effectively with staff and build relationships.
• Ability to work in a busy environment, independently and in a team.
• Strategic thinking and analytical ability.
• Willingness to adapt to changing business needs and deadlines, including extended work hours.
• Assertiveness and solid decision-making skills.

Responsibilities

• Oversee all responsibilities assigned to the Standard Loan Closing Team.
• Oversee closing and funding loan transactions per program requirements and internal policies.
• Manage processes, systems, and personnel for Standard loan closing across programs.
• Prepare loan documents, coordinate with legal counsel, title and escrow; close loans.
• Provide day-to-day leadership to the loan closing team and report KPIs to management.
• Ensure loans close within required time frames.
• Interface with clients, legal counsel, title companies, escrow agents, BD officers, and underwriters.
• Review loan files for accurate closing and perform QA.
• Ensure collateral is perfected with mortgage and UCC filings.
• Review documentation against approvals and clear discrepancies.
• Ensure loans are disbursed correctly and funding sources are used.
• Introduce clients to loan servicing.
• Prepare reports for the Board and CBO as needed.
• Support customer retention and communication.
• Train staff on program requirements and lending-industry changes.
• Travel may be required.

Skills

Closing Management Experience

Federal Loan Program Knowledge

Microsoft Office Proficiency

Financial Statement Analysis

Strong Organizational Skills

Excellent Communication Skills

Strategic Thinking

Analytical Ability

Relationship Building

Adaptability

Education

Bachelor’s degree in related field

Tools

Salesforce

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft Teams

SharePoint

Job description

• 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

Requirements

• 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 SharePoint
• 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

Core Competencies

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.

Highest-signal resume keywords

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

ATS Optimization Keywords

Hard 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

Soft Skills

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

Industry Keywords

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

Tools & Technologies

• Salesforce
• Microsoft Excel
• Microsoft Word
• Microsoft Outlook
• Microsoft Teams
• SharePoint