Senior Closing Associate, Credit & Lending (Closing Coordination) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Custom Capital · 3 weeks ago

Senior Closing Associate, Credit & Lending (Closing Coordination)

Custom Capital is a vertically-integrated commercial real estate origination platform that connects high-net-worth investors with institutional-quality investment opportunities. The role of Sr. Closing Associate involves executing flawless commercial real estate closings, managing the entire closing process, and coordinating with various stakeholders to ensure timely funding and accurate documentation.

Property ManagementReal EstateReal Estate Investment

Responsibilities

Coordinate End-to-End Closings: Take ownership once transactions are cleared-to-close and manage the entire closing process
Oversee title commitments, closing conditions, settlement statements, wire instructions, insurance requirements, and closing document execution
Manage Title Company Relationships: Serve as primary point of contact with national and regional title companies. Order title commitments, pro forma policies, CPL’s and endorsements. Identify and resolve title exceptions, survey issues, and escrow requirements
Review Settlement Statements: Ensure accuracy of closing statements, coordinate with Accounting on invoice submission, and verify all prorations and credits are correctly calculated
Coordinate Closing Documents: Ensure all parties have required documents—insurance certificates, Tenant estoppels and SNDA agreements, entity formation documents, and lender closing packages
Manage Funding: Ensure deal funding occurs on schedule. Coordinate wire timing with lenders, investors, and title companies. Confirm recording and disbursement
Execute Internal Handoffs: Communicate closing information to internal stakeholders (Accounting, Asset Management, Investor Relations). Ensure clean transition to post-close operations
Track Metrics & Reporting: Maintain pipeline data in Monday.com, track on-time closing rates, and provide regular updates to leadership

Qualification

Commercial real estate closingTitle company experienceLender closing experienceEntity documentationProcess-orientedProactive communicationAttention to detailCommunication skills

Required

5–8 years of direct commercial real estate closing experience, with strong preference for single-tenant triple-NNN assets (retail, medical, industrial, and gas stations)
Title company experience— you understand title commitments, escrow processes, and settlement statement preparation. Experience working at or closely with title companies is a plus
Lender closing experience— familiarity with lender closing requirements, loan document packages, and funding coordination
Strong Understanding – entity documentation (article, operating agreement, resolutions, certificates of good standing)
Strong attention to detail— closing errors are expensive. You catch issues before they become problems
Excellent communication skills— able to coordinate multiple parties under deadline pressure while maintaining professionalism
Process-oriented— comfortable managing multiple concurrent closings using Monday.com, HubSpot, and Slack

Benefits

Competitive Compensation: Base + variable compensation commensurate with experience and performance.

Company

Custom Capital

twittertwitter
company-logo
Custom Capital is a one-of-a-kind commercial real estate firm that removes all the barriers to entry for HNWI's through our private family office commercial real estate division.

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Patrick Truhlar
Co-Founder & Executive Chairman
linkedin
leader-logo
Jason Milton
Founder & Managing Partner
linkedin
Company data provided by crunchbase