Closing Officer @ Provide | Jobright.ai
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Provide · 17 hours ago

Closing Officer

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Comp. & Benefits

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Responsibilities

Actively manage pipeline of active deals in the closing stage with the guidance of a Provide senior closing officer, closing team lead, or closing manager
Fluently articulate the purpose and requirements of loan closing conditions and explain products and policies in a clear, concise manner to ensure the understanding of documents needed for a lending decision
Interactively work with customers on procedures to fulfill closing conditions and provide basic technical support and guidance as needed
Work closely with customer advisors/partners to obtain information required to satisfy closing conditions (e.g., leases, sale agreements, bank statements)
Effectively communicate with all stakeholders to manage funding timing expectations and maintain high level of customer service by communicating with designated parties in a timely manner, ensuring all information is delivered professionally and accurately
Review, evaluate, and analyze documents; work independently to research and resolve issues or answer questions that often involve interpretation of policies and procedures; ensure accurate, complete, and timely execution; consistently meet all quality and adherence standards
Collaborate with Provide stakeholders on the closing diligence review process to ensure loans are collateralized properly and funded efficiently
Coordinate commercial real estate closings with designated legal counsel, diligence providers, and title/escrow offices
Perform any other duties as assigned

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Lending guidelines knowledgeUnderwriting proceduresClosing proceduresWindows software proficiencyPolicy analysisCustomer service skillsCRM software experiencePipeline management experiencePractice finance experienceConstruction project management experienceTeamwork skillsCollaboration skills

Required

Bachelor’s degree or equivalent work experience
Minimum two (2) years of related experience
Knowledge of lending guidelines and underwriting and closing procedures; ability to identify actionable items while reviewing detailed and complex documents
Excellent written and verbal communication skills
Demonstrated organization and prioritization skills
Proficiency in Windows-based software programs (Outlook, Word, Excel, PowerPoint)
Ability to analyze policies, procedures, and guidelines in a way that maximizes productivity while adhering to risk guidelines
Demonstrated teamwork, collaboration, and customer service skills

Preferred

Prior experience in closing, sales, finance, or commercial real estate
Experience in practice finance or construction project management
CRM software and/or pipeline management experience

Company

Provide

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We're the modern practice finance company, innovating for dentists, veterinarians, and other healthcare professionals like you.

Funding

Current Stage
Growth Stage
Total Funding
$38.02M
Key Investors
QED Investors
2021-06-22Acquired· by Fifth Third Bank
2020-12-15Series A· $34M
2016-07-30Seed· $3.5M

Leadership Team

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Dan Titcomb
CEO & Co-Founder
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James Bachmeier
Co-Founder & COO
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Company data provided by crunchbase
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