Senior Loan Closer

🔥 2 hours ago

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Pathward

1001 - 5000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

Pathward is a federally registered financial institution that provides robust banking infrastructure, proven technology resource partners, and dynamic collaboration to assist third-party partners in delivering banking programs that meet customer demands. The company focuses on providing a variety of financial solutions including issuing, acquiring, digital payments, credit solutions, and professional tax solutions, among others. Additionally, Pathward supports commercial finance through working capital, equipment finance, structured finance, and insurance premium finance. Committed to financial inclusion, Pathward powers financial access and innovation through strategic partnerships, including efforts to support renewable energy loan growth.

📋 Description

• Responsible for independently managing all aspects of documentation for conventional and government guaranteed loan transactions, from origination through closing, with little or no supervision. • Acts as the bank’s primary representative with all parties involved in the closing process, including borrowers, guarantors, principals, counsel, brokers, and other vendors. • Identifies, collects, and reviews all items and documents required for closing. • Engages and interfaces with legal counsel during preparation of closing documents to ensure that all loan requests are properly documented. • Manages all aspects of loan closing, including coordinating with business partners and vendors, as well as other departments within the company. • Interfaces directly with other Structured Finance teammates, including management, underwriters, and account executives to ensure progress towards funding objectives. • Develop and maintain relationships with customers and business partners. • Provides support, training, and expertise to other members of the Closing Team. • Manages and develops assorted reports, processes, and procedures within the Closing Team. • Other duties as assigned.

🎯 Requirements

• High school diploma or equivalent • 2+ years experience in operational risk or regulatory compliance • Ability to analyze financing contracts and related documents for content issues and revise contracts as needed to accommodate special circumstances. Familiarity with contract drafting/legal terminology • Must be detail oriented and analytical • Must be able to multi-task, independently manage workflow and solve problems within company guidelines • Excellent verbal and written communication skills as well as the ability to deal effectively with people at all levels, both within and outside of the company • Ability to work well under pressure to meet deadlines • Proficiency with Microsoft Office

🏖️ Benefits

• Health insurance • 401(k) retirement benefits • Life insurance • Disability benefits • Paid time off • Annual performance-based incentive opportunity • Comprehensive benefits package for eligible employees

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