Post Closing Specialist

Job Title

Responsibilities include but are not limited to:

• Perform post-closing review of required loan closing documents for accuracy and completeness; review loan approval; read and review commitment letters if applicable.
• Ensure all closing documents and regulatory documents are provided to properly evidence the loan and perfect the bank's security interest.
• Perform post-closing follow up with lenders and legal counsel for missing or corrected documents, and obtain proper approvals to waive required items if necessary.
• Respond to questions concerning loan documentation from lenders, legal counsel or other bank colleagues.
• Follow up to ensure all loan closing packages are received timely from various lending teams and provide direct communication and timely reporting to all business lines -- escalate items to Management when needed.
• Collaborate with internal departments (closing, funding, booking, and quality control) to resolve discrepancies or missing documentation.
• Ensure adherence to established service standards, including maintaining confidentiality of work-related information and materials.
• Effectively use interpersonal and communications skills, including tact and diplomacy, and maintain a cooperative and professional manner with internal and external customers.
• Support audit and internal review requests.
• Accurately complete the post-closing information on the Enterprise Loan Servicing Log.

Required Skills:

• Strong knowledge of commercial lending and commercial real estate documentation.
• Ability to review loan documentation for completeness and accuracy
• Knowledge of FCM/ImageCentre loan imaging system.
• Knowledge of IBS core system.
• Strong oral and written communication skills.
• Proficient computer skills including general understanding of databases and Microsoft Word/Excel.
• Strong attention to detail, accuracy and follow through.
• Ability to handle multiple tasks simultaneously.

Required Experience:

• High School Diploma or GED equivalent and a minimum of 3 years of experience with commercial documentation and commercial banking/lending experience. Basic proficiency in Adobe Acrobat and intermediate proficiency in Microsoft Office including Outlook, Excel and Word.

Preferred Experience:

• Familiarity with loan documents and prior experience in IBS core system, loan operations or FCM/ImageCentre.