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Raymond James · 1 day ago

Commercial Loan Closing Specialist

Pittsburgh, PA

Full-time

Onsite

Mid Level

4+ years exp

Raymond James is a financial services firm that focuses on client-first values and integrity. The Commercial Loan Closing Specialist coordinates the loan closing process for new loans and modifications, ensuring all closing conditions are met and managing the necessary due diligence.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Liaise with Bank Counsel to review complex loan documents

Participate actively in deal closing calls that include internal and external deal team members and counsel

Ensure documentation accurately reflect the conditions and structure set forth in the credit approval

Work with Relationship Manager/Underwriter to understand the transaction and make sure that all relevant documentation and necessary due diligence is obtained

Prepare funding requests and ensure accurate and complete funding information to ensure a timely closing

Resolve post-closing loan requirements and clear exceptions

Qualification

Loan documentationLending regulationsCommercial Real EstateBank operations processingFollow-up skillsTask prioritization

Required

Post-secondary degree preferred

Minimum 4 years of experience, including 2 years of bank operations processing, loan closings or related experience

Commercial Real Estate experience

Demonstrated knowledge of loan documentation and lending regulations and ability to effectively interface with customers, internal and external counsel, compliance, credit, title companies, inspectors, insurance companies and other external contacts

Job may require additional hours of work during peak periods to meet service levels

Must demonstrate strong follow-up skills and the ability to prioritize tasks effectively

Bachelor's: Accounting

Bachelor's: Business Administration

Bachelor's: Finance

General Experience - 7 to 12 months