Loan Closing Specialist - Phoenix, AZ jobs in United States
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Vensure Employer Solutions · 2 months ago

Loan Closing Specialist - Phoenix, AZ

Vensure Employer Solutions is a private equity real estate firm focused on redefining credit and structured finance. They are seeking a detail-oriented Commercial Real Estate Loan Closing Specialist to manage the end-to-end loan closing process, ensuring compliance and timely execution of transactions while collaborating with various stakeholders.

Customer ServiceFinancial ServicesHuman ResourcesRisk Management

Responsibilities

Manage the full loan closing process from credit approval through funding, serving as the primary point of contact across internal teams, outside counsel, title/escrow, and counterparties
Track and verify all closing deliverables including loan documents, title reports, insurance certificates, escrow instructions, and third-party reports
Ensure all conditions precedent to closing or modification are satisfied and documented
Coordinate loan modifications, which follow processes similar to closings, including amended documentation, approvals, escrow/title updates, and recordings
Oversee loan payoffs by verifying payoff statements, coordinating final wire instructions, and ensuring proper release of liens, guaranties, and UCC filings
Validate document execution, collect signatures, and coordinate notary and closing packages
Manage the perfection of collateral through timely recordings, UCC filings, continuations, and delivery of final title policies/endorsements
Organize and maintain accurate physical and electronic loan files, including custodian vaulting, indexing, and version control
Deliver complete boarding packages to Loan Servicing and Asset Management, ensuring accurate setup of escrows, reserves, and ticklers
Monitor and clear post-closing and post-modification exceptions within required timeframes
Support General Counsel with amendments, consents, and forbearance agreements, and coordinate with outside counsel as needed
Collaborate with Asset Management on documentation governance and special situations requiring perfected and current records
Proactively identify process improvements and refine checklists, templates, and workflows to shorten timelines and reduce errors

Qualification

Commercial real estate experienceLoan closing process managementLoan agreements knowledgeExcel proficiencyDocument management systemsChecklist disciplineMeticulous organizationNotary certificationStakeholder managementInterpersonal skills

Required

Demonstrated ability to manage multiple transactions simultaneously, from initial approval through closing and payoff
Strong interpersonal and stakeholder management skills across Legal, Underwriting, Asset Management, Servicing, and external counterparties
Checklist discipline, meticulous organization, and ownership mindset
Bachelor's degree in Business, Finance, Real Estate, Legal Studies, or related field (or equivalent experience)
3-5+ years in commercial real estate loan closings, modifications, or transaction management at a debt fund, lender, bank, title/escrow company, or law firm
Strong working knowledge of loan agreements, promissory notes, mortgages/deeds of trust, guaranties, assignments, title/escrow, payoff verifications, and release processes
Proficiency with Excel/Sheets, e-signature platforms (e.g., DocuSign), and document management systems
Loan closing software (ProDeal) familiarity a plus

Preferred

Paralegal or legal assistant experience
Notary certification (or ability to obtain)
Familiarity with syndicated loans or structured finance
Exposure to fund operations

Company

Vensure Employer Solutions

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Vensure Employer Solutions is a privately owned professional employer organization (PEO) headquartered in Chandler, Arizona, with offices in Sarasota, Florida, and Duluth, Georgia.

Funding

Current Stage
Late Stage
Total Funding
$2.2B
Key Investors
Stone Point Capital
2024-10-14Debt Financing· $2.2B
2022-09-06Acquired

Leadership Team

A
Alex Campos
CEO
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Pat Cleary
Chief Growth Officer
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Company data provided by crunchbase