CDF Capital · 2 days ago
Loan Closing Specialist
Irvine, CA
Full-time
Onsite
Mid Level
3+ years expCDF Capital is seeking a Loan Closing Specialist to manage the end-to-end loan closing process. This role involves ensuring timely and accurate coordination of all documentation and vendor communications while providing exceptional customer service.
Financial ServicesLendingLocal BusinessNon Profit
Hiring Manager
Linda Kelly
Responsibilities
Ability to provide excellent customer service via phone and email
Process new loan approvals assigned for documentation alongside borrowers, appropriate internal staff, and third parties: Initiating loan documentation/files and coordinating closing requirements within policy/approval guidelines
Follow-up with borrowers and vendors on all loan approval contingencies, documentation, and title insurance liens/requirements to be cleared, prior to closing
Coordinate loan document signing/notary to prepare file for loan funding and recording, interfacing with borrowers and title company, escrow company, or attorney
Prepare funding wire packets according to established procedures
Submit orders to vendors for title insurance, loan documents, environmental reports, flood tracking, and appraisals
Submit invoices to AP for payment to vendors for title Insurance, loan documents, environmental reports, flood tracking, and appraisals
Maintain MS CRM tracking/reporting for loan portfolio and closing pipeline
Create (or review) initial data entry for new loans entered into Phoenix (core banking) system. Work alongside Loan Servicing Team to maintain ongoing insurance, collateral, and payment data in Phoenix core
Prepare files for annual audit(s): Maintain physical and digital files for active and archived loans
Provide closing fee estimates in response to underwriting and sales team inquiries
Work with insurance agents to update/confirm/track Key Man Life policies as well as property and liability coverage on all collateral properties
Perform special projects and other duties as assigned
Qualification
Required
A living, vital faith in Jesus Christ and involvement in a local Christian church
High School Diploma required
Minimum two years of college education or equivalent combination of education and experience
Minimum three years of proven customer service experience with increasing responsibility in commercial real estate transactions, lending, or title insurance
Detail-focused with proven critical thinking skills and the ability to complete tasks with a high degree of accuracy and energy
Proven ability to adjust to multiple demands, shifting priorities, ambiguity, and rapid change to reach ultimate team objectives
Strong oral, interpersonal and written communication skills
Strong computer skills including experience with Word, Excel, and MS Outlook
Strong organization and time management skills
Benefits
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Referral program
Retirement plan
Tuition reimbursement
Vision insurance
Company
CDF Capital
CDF Capital provides financing for the expansion, building and growth of independent Christian churches.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
E
Eric Schroeder
President & CEO
Recent News
2025-06-21
Company data provided by crunchbase