Job Summary
The role involves the preparation, examination, and oversight of compliant closing packages for loans and grants, such as SBA 7(a) loans. The position requires effective coordination of signatures, legal documents, collateral filings, and readiness for funding, while ensuring all actions adhere to relevant program, legal, and regulatory standards.
Responsibilities
- Prepare and review closing packages for compliance related to loans and grants.
- Coordinate the necessary signatures and manage legal documentation.
- Oversee collateral filings and ensure funding readiness.
- Maintain precise records in the CRM system.
- Track and fulfill post-closing criteria.
- Provide support to clients and lending teams to uphold compliance with program guidelines.
Qualifications
- Bachelor’s degree in Accounting, Finance, Legal Studies, or a similar discipline.
- Minimum of two years’ experience with title liens and UCC filings.
- At least two years of experience in ordering and reviewing real estate title searches.
- Preferred: Experience in reviewing lending or grant documentation.
- Preferred: Bilingual proficiency in English and Spanish.
- Strong organizational skills with a keen attention to detail and excellent customer service capability.
- Integrity and ability to manage deadlines effectively.
