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