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Closing Specialist III

Company: Lendistry
Location: Tustin
Posted on: May 22, 2023

Job Description:

EXECUTIVE SUMMARYThe Closing Specialist III is responsible for funding/closing transactions in cooperation with the Documentation Specialist as well as liaising between Credit, Loan Servicing, and Accounting on a transactional basis.ABOUT LENDISTRYLendistry is the country's largest minority-led and technology-enabled small business and commercial real estate lender with Community Development Financial Institution (CDFI) and Community Development Entity (CDE) certification. We are a national employer whose mission is to provide economic opportunities and progressive growth for small business owners and their underserved communities as a source of financing and financial education.GENERAL RESPONSIBILITIESSupport funding/closing for new loan, extension, and renewal.Maintain expert knowledge of all Closing and Funding FunctionsWill assist in the direction and operations of the closing team.Follow all policies and procedures, along with agency and state guidelines.Time management in daily tasks, operations and quality control; ensures coordinating available resources for maximum results.Review executed documents for funding/closing, including, but not limited to, borrower entity documents, transaction agreements, preliminary title documents, escrow items, compliance documents, insurance evidence, flood certifications, commercial appraisals, environmental report, etc. Follow up as necessary to obtain missing items and/or corrections.Ensure timely and efficient loan closing verifying all conditions have been satisfied prior to funding in accordance with Lender's Instruction and/or Request for Disbursement Check List.Set up closing with closing agent/title and review funding spreadsheet, funder ISO, and disbursement summary.Initiate funding request to accounting department upon receipt of director's approval.Provide internal Servicing department with timely and accurate information utilized in loan data reporting.Perform duties specific to the position and other functions as assigned.PROFICIENCIESDetailed oriented and strong organization skills.Proficient with Microsoft office.Knowledge of funding guidelines and procedures.Must work effectively with other staff members and work well in a busy environment.Excellent verbal and written communication skills.Sophisticated word processing and computer database skills, especially in Microsoft Word and Excel.Thorough knowledge of accounting principles, financial statement analysis, operations, and regulations.Good interpersonal skills with the ability to work effectively with individuals and groups at all organizational levels, ability to work independently and as part of a team.Strong analytical ability with active listening skills.Willingness to adapt to changing business needs and deadlines, including extended work hours.Exhibit a professional, business-like appearance and demeanor.EDUCATION AND EXPERIENCEPrevious Loan Closing experience required. Supervisory experience preferred.Bachelor's degree in related field or more than 5 years of equivalent experience.Financial services work experience of more than 5 years.SALARY $68,100 - $95,700/Annually, depending on experience and location.ExperienceRequiredLaser ProEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Lendistry, Tustin , Closing Specialist III, Other , Tustin, California

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