Loan Closer

Prepare, review, and assemble closing packages for accuracy and completeness ahead of funding Verify closing documents against approved terms, equipment/collateral descriptions, and underwriting conditions Coordinate with sales/relationship staff, underwriting, lenders or capital partners, clients, and outside counsel or title agents Manage multiple closings concurrently, tracking deadlines and resolving documentation gaps or stipulations Prepare and file UCC-1 financing statements and other lien-perfection filings Apply correct lease/loan classification and structure requirements Prepare funding instructions and disbursement paperwork and coordinate wire/funding timing Maintain compliance with applicable state licensure, lender, and investor requirements Own the closing stage of the origination workflow end-to-end Maintain accurate, complete, and current deal data in the CRM Identify workflow bottlenecks or data gaps and help design fixes with operations/technology Use document automation and e-signature tools to generate, route, and execute closing documents Maintain organized, audit-ready closing files and support audits/reviews Track closing pipeline status and cycle-time metrics, reporting trends or recurring issues to the Financial Controller Contribute to process documentation and training materials Requirements 3+ years of experience closing commercial loans or leases — equipment finance, asset-based lending, or similar specialty finance preferred Working knowledge of UCC filings/lien perfection, lease vs. loan classification, and standard commercial closing documentation Hands-on comfort with a loan/lease origination system and CRM (Salesforce or similar), with the instinct to keep workflow data clean and complete Familiarity with e-signature and document automation tools (DocuSign, Nintex, or comparable platforms) Highly organized and detail-oriented, with the ability to manage multiple concurrent closings under deadline pressure Strong written and verbal communication skills for coordinating across sales, underwriting, capital partners, and clients Core Competencies Demonstrates expertise in managing the closing process for commercial loans and leases, ensuring compliance with UCC filings and maintaining accurate deal data in CRM systems. Proficient in coordinating with various stakeholders and utilizing document automation tools to streamline workflows. Highest-signal resume keywords Commercial Loan Closing UCC Filings CRM Management Document Automation Strong Communication Skills Hard Skills Closing Package Preparation Lease vs. Loan Classification Funding Instructions Preparation Lien-Perfection Filings Deadline Management Soft Skills Highly Organized Detail-Oriented Ability to Manage Multiple Closings Industry Keywords Equipment Finance Asset-Based Lending Commercial Closing Documentation Tools & Technologies Salesforce DocuSign Nintex #J-18808-Ljbffr