Strategic Commercial Loan Closing Specialist

Sunflower Bank, N.A.; Plano (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) Plan

Health/Dental/Vision Insurance

Company-paid Life Insurance

Tuition Reimbursement

Fitness Reimbursement

Paid Time Off

Volunteer Leave

Paid Holidays

Job summary

Sunflower Bank, N.A. in Plano, TX is seeking a full-time Commercial Loan Closing Coordinator Specialist to manage pre-closing and closing processes, serve as the liaison between Loan Operations and bankers and credit staff, and ensure timely, accurate documentation.

The role requires 3–5 years of experience with complex attorney-prepared commercial loans, knowledge of loan documentation, and proficiency with Microsoft Outlook and related software. SBA or syndicated loan experience is a plus.

Qualifications

• 3-5 years of experience with complex attorney-prepared Commercial loans.
• Strong working knowledge of Commercial loan documentation.
• SBA and/or Syndicated loan documentation experience is a plus.
• Exceptional organizational and time management skills.
• Ability to learn quickly and adapt to change.
• Efficient and effective problem-solving skills.
• Proficiency with Microsoft Outlook and other Microsoft applications; comfortable with new programs.
• Excellent verbal and written communication skills.
• Must be able to work flexible hours to meet deadlines.
• PREFERRED: Fiserv and nCino system experience.

Responsibilities

• Monitor department inboxes and pipelines, processing requests as received.
• Facilitate communication and all pre-closing and closing functions as primary liaison between Loan Operations and our Bankers and Credit staff.
• Complete a thorough Quality Control Review utilizing a checklist on all pre-close and post-close documents to ensure transactions are closed in compliance with credit approval, bank’s Loan Policy and all legal regulations
• Review for accuracy and confirm tracking of loan covenants and post-closing requirements.
• Ensure loan adheres to Compliance and Audit standards and expectations.
• Remain current on Loan Policy and legal Regulations, pursuing professional development through training as applicable.
• Be a courteous and dependable team player, fostering positive relationships bank-wide and with outside service providers.
• Meet Service Level Agreements in a high-volume, high-stress environment while maintaining a high level of accuracy.
• Complete special projects or additional duties as assigned.
• Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.

Skills

Commercial loan knowledge

Attention to detail

Time management

Communication skills

Adaptability

Problem solving

Outlook proficiency

Learn new programs

Verbal and written communication

Tools

Microsoft Outlook

nCino (preferred)

Fiserv (preferred)

Job description

Sunflower Bank, N.A. in Plano, TX is seeking a full-time Commercial Loan Closing Coordinator Specialist to manage pre-closing and closing processes, serve as the liaison between Loan Operations and bankers and credit staff, and ensure timely, accurate documentation.

The role requires 3–5 years of experience with complex attorney-prepared commercial loans, knowledge of loan documentation, and proficiency with Microsoft Outlook and related software. SBA or syndicated loan experience is a plus.