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Provide, powered by Fifth Third · 1 day ago

Small Business Loan Closer

United States

Full-time

Remote

Entry, Mid Level

$48K/yr - $96K/yr

2+ years exp

Provide, powered by Fifth Third Bank, is on a mission to financially empower healthcare providers with innovative technology. They are seeking a Small Business Loan Closer to guide customers through the lending process, ensuring a superior lending experience and managing the pipeline of active deals while adhering to company policies and risk guidelines.

Customer ServiceFinancial ServicesHealth CareInformation Technology

Comp. & Benefits

Responsibilities

Actively manage pipeline of active deals in the closing stage with the guidance of a Provide senior small business loan closer, 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

Lending guidelines knowledgeUnderwriting proceduresClosing proceduresWindows software proficiencyCustomer service skillsAnalytical skillsPrioritization skillsTechnical support skillsCRM software experiencePipeline management experienceCommercial real estate experienceSales experienceFinance experienceConstruction project managementCommunication skillsOrganization skillsTeamwork 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