Sr Loan Closing Specialist

Susser Bank; Arlington (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Susser Bank is seeking a Sr Loan Closing Specialist to support the Commercial Lending team through pre-closing activities and document preparation for various loan types, including CRE, construction, and SBA loans.

The role requires reviewing attorney documents, coordinating with title companies and attorneys, and ensuring compliance with credit approvals and closing guidelines.

Qualifications

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

Responsibilities

• Perform pre-funding QC and review loan files for credit, appraisal, occupancy, and compliance.
• Prepare and review loan documents for various loan types including CRE, term loans, lines of credit, construction and SBA loans.
• Review attorney-prepared documents for accuracy and ensure terms match approvals.
• Coordinate with title company, Relationship Assistant, Bank Officer, and Commercial Attorney to finalize closing.
• Ensure proper approvals on credit memos and verify document guidelines, fees, and adjustments.
• Maintain confidentiality and adhere to Susser Bank policies and applicable laws.

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.