Sr Loan Closing Specialist

Susser Bank; Arlington (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Susser Bank is seeking a Sr Loan Closing Specialist to lead pre-closing review and preparation for Commercial Lending and Real Estate loans. You will ensure accuracy of credit, appraisals, and closing documents while coordinating with title companies, attorneys, and relationship staff to ensure timely closings.

The role requires an associate degree or equivalent and at least three years of financial institution experience.

Qualifications

• Associate degree or equivalent education and experience required.
• Three years of job-related and customer service experience in a financial institution.
• Proficiency with loan documentation preparation and review.
• Strong attention to detail and accuracy.
• Knowledge of loan closing processes and compliance.

Responsibilities

• Perform pre-funding QC and review loan files for credit, appraisal, occupancy, and compliance.
• Prepare loan documents for CRE, term loans, lines of credit, construction loans, SBA, and more.
• Review attorney-prepared documents for accuracy and completeness.
• Produce renewals and term changes as needed.
• Coordinate with title company, bank officer, and attorney to ensure closing readiness.
• Finalize pre-funding checklist to match loan approval and pre-approved terms.
• Communicate with internal and external parties involved in closings.
• Perform additional duties as assigned by management.

Skills

Attention to detail

Analytical skills

Time management

Verbal and written communication

Teamwork

Customer service orientation

Education

Associate degree or equivalent education and experience

Tools

Microsoft Office

Loan Origination Software

Synergy Capture

Xperience

LaserPro

ppdocs.com

Job description

The Sr Loan Closing Specialist is responsible for preparing and reviewing pre-closing documentation for Commercial Lending and/or Commercial Real Estate construction and permanent loans. Supports the Commercial Lending Team throughout the loan closing process.

Primary Duties and Responsibilities

• Perform pre-funding QC - Conduct pre-funding loan file quality control reviews, including review of credit report, appraisal, occupancy, red flags, underwriting and compliance.
• Prepare loan documents for various types of loans including Commercial Real Estate, Commercial Term Loans, Revolving Lines of Credit, Residential Construction, Lines of Credit, Consumer Loans, Consumer Real Estate Loans, SBA loans, and Letters of Credit in an accurate and timely manner.
• Review attorney prepared loan documents for accuracy.
• Produce renewal and/or change in terms loan documents as needed.
• Perform Pre-Funding loan documents review for other Pre-Funding Specialist prior to closing. Ensure proper approvals are on credit memos and verify loan document guidelines are accurate. (i.e. collateral, policy, exceptions, fees and payment adjustments).
• Coordinate with title company, Relationship Assistant, Bank Officer, and Commercial Attorney to ensure they are ready for closing.
• Finalize Pre-Funding checklist to confirm terms match loan approval, all closing documents have been executed, settlement statement is what was pre-approved.
• Communicates with Relationship Assistant, Bank Officer, and Commercial Attorney, and third-party originating entities/vendors.
• Other project and tasks as may be assigned by management.
• Understands and agrees to abide by the policies and procedures established by Susser Bank.
• Performs duties in compliance with applicable laws and regulations.
• Maintains the security and confidentiality of pertinent information and records.
• Maintains current and up-to-date knowledge and continues professional development through training as applicable.
• Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct.
• Performs additional duties as assigned or directed.

Education and Experience Required

• Associate degree or equivalent education and experience required.
• Three years job related and customer service experience in a financial institution required.

Skills and Abilities Required

• Job Knowledge/Technical Knowledge: Computer (Microsoft Office, Loan Origination Software, Synergy Capture, Xperience, LaserPro), Copier, Printer, Calculator, ppdocs.com.
• Accuracy, attention to details, organizational skills.
• Analytical skills, problem solving, good time management.Strong verbal and written communication skills.
• Cooperation/Teamwork.

Susser Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.