Commercial Loan Closing Specialist Job at Raymond James (Pittsburgh)

Loan Closing Specialist

We are looking for a detail-oriented Loan Closing Specialist to support agricult...

Location

United States , Louisville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience supporting loan closing, loan administration, loan review, or loan origination activities
Working knowledge of consumer and commercial loan documentation, agreements, and related lending products
Ability to read and interpret legal, financial, and property-related documents with strong attention to detail
Proficiency in data entry, record maintenance, and report preparation within a lending or financial services environment
Strong organizational skills with the ability to manage multiple files, follow up on outstanding items, and meet deadlines
Effective communication skills for coordinating with internal teams, attorneys, title companies, and other external partners
Must be able to pass a soft credit check
student loans, medical bills, and resolved bankruptcy matters may be acceptable based on review

Job Responsibility

Prepare approved loan files for closing and support the process of delivering eligible loans to the secondary market
Review title commitments and work directly with attorneys and title companies to resolve outstanding items before closing
Gather and verify required documentation such as insurance binders, payoff details, flood certifications, lien searches, and debt information
Evaluate appraisal information to confirm collateral details and help determine the appropriate loan securitization approach
Enter and maintain loan, collateral, and closing data with a high level of accuracy and attention to detail
Track recorded documents, final title policies, and other post-closing items to complete each loan file
Coordinate funding, loan booking, and escrow setup to help ensure timely and accurate loan completion
Finalize closed loan packages, image file documentation, and prepare routine status or activity reports for management
Provide administrative support to the Ag Loan Office by assisting with daily operational tasks and documentation review

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Residential Loan Specialist

We are looking for a skilled Residential Loan Specialist to join our client's te...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

1 to 2 years of experience in loan underwriting or administration
Strong knowledge of residential loan structuring and compliance standards

Job Responsibility

Serve as the primary liaison for residential lending, partnering with Relationship and Portfolio Managers to understand borrower needs and guide clients from application through funding
Evaluate borrower financials to structure appropriate loan solutions and prepare clear, accurate approval materials
Manage the full loan lifecycle, coordinating documentation, conditions, underwriting steps, and closing timelines to ensure smooth execution
Maintain oversight of a dynamic loan pipeline, monitoring workflow progress, reviewing documents for accuracy and compliance, and proactively resolving issues
Support clients with post‑closing follow‑ups, documentation requests, and ongoing service needs, while occasionally assisting with commercial loan activities as required

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Loan Documentation Specialist I

We are looking for a detail-oriented Loan Documentation Specialist I to support ...

Location

United States , Wayne

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Demonstrated experience in loan documentation, loan administration, or commercial lending support within a banking or financial services environment
Strong knowledge of loan closing processes, collateral documentation, due diligence practices, and compliance-related controls
Ability to manage multiple transactions at once while maintaining accuracy, organization, and attention to deadlines
Experience coordinating with lenders, operations teams, legal counsel, title partners, and other external stakeholders throughout the closing process
Proficiency with Microsoft Excel and comfort working with tracking tools, operational systems, and document repositories
Familiarity with real estate lending support tasks, including tax monitoring, flood certifications, insurance follow-up, and lien-related filings
Solid reconciliation and cash activity experience, including deposit balancing, suspense account review, and exception management
Strong communication, customer service, and procedural discipline with a commitment to quality and timely execution

Job Responsibility

Oversee a high-volume pipeline of new and renewed loan transactions, keeping milestones on track and driving timely completion of closing requirements
Conduct thorough due diligence reviews to confirm approvals, supporting documents, collateral records, and closing conditions are complete and properly documented
Prepare and distribute loan documentation packages to lenders, operations teams, and customers, ensuring accuracy, completeness, and prompt turnaround
Coordinate closing-day activities, including funds flow preparation, booking details, and confirmation that all documentation and collateral protections are in place
Partner with relationship managers, legal counsel, operations staff, title companies, and participating banks to align stakeholders and support compliant loan closings
Order and track third-party items such as tax service and flood certifications, while monitoring property tax status and related delinquencies on real estate-secured loans
Interpret key loan terms and enter critical information into workflow and operational tracking tools to support accurate loan boarding and servicing
Manage post-closing and collateral-related tasks, including filing lien records, reviewing continuation or termination needs, submitting recordable documents, and maintaining secure document storage
Reconcile good-faith deposit and suspense accounts, monitor aged differences, verify vendor invoices, and maintain accurate exception tracking and reporting
Upload and index loan records in the bank’s centralized repository according to document control standards and established procedures

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Commercial Loans Specialist

We are looking for a detail-oriented Commercial Loans Specialist to join our tea...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in loan servicing and portfolio monitoring within the financial services industry
Proficiency in using computer applications such as Word, Excel, and Outlook
Strong analytical abilities with a keen eye for detail to ensure accuracy and compliance
Exceptional verbal and written communication skills to effectively collaborate with team members and stakeholders
All applicants applying for U.S. job openings must be legally authorized to work in the United States

Job Responsibility

Organize, sort, and upload loan files for imaging and maintain both physical and electronic records to ensure audit readiness
Create and update borrower and guarantor profiles, including reporting and financial covenants, in the loan monitoring system
Provide support to relationship managers and portfolio managers by addressing inquiries related to loan monitoring processes and system functionality
Generate and maintain portfolio management and monitoring reports in the loan tracking system
Oversee insurance documentation for new and existing loans, ensuring policies remain current and compliant
Review executed loan and credit documents to verify proper signatures, dates, and initialing
Assist with loan closings, including coordinating necessary documentation and approvals
Support operations and compliance teams with loan booking, funding, and audit processes
Monitor regulatory filings and ensure all relevant documentation remains up-to-date and accurate

What we offer

Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan
Free online training

Commercial Loans Specialist

We are looking for a skilled Commercial Loans Specialist to join our team on a l...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 5 years of experience in loan servicing and portfolio monitoring
Proficiency in computer applications including Word, Excel, and Outlook
Strong analytical skills and keen attention to detail
Excellent verbal and written communication abilities
A minimum of 5 years of experience in commercial loan documentation and closing processes is preferred
Familiarity with financial systems such as Moody’s and ERP solutions is a plus
Knowledge of accounting functions, financial reporting, and regulatory compliance
Experience with auditing, month-end close processes, and accounts payable/receivable operations

Job Responsibility

Organize and prepare loan files for sorting, scanning, and uploading to the imaging center
Maintain loan files, both physical and digital, ensuring they are always ready for audits
Create and update borrower and guarantor profiles, including reporting and financial covenants, in the loan monitoring system
Assist in maintaining and updating customer profiles and covenants based on credit approvals and loan agreements
Support Relationship Managers and Portfolio Managers by addressing loan monitoring process inquiries and resolving system-related issues
Generate periodic portfolio management and monitoring reports using the loan tracking system
Monitor insurance requirements for loans, ensuring new policies are obtained and existing policies are renewed
Review executed loan and credit documents to verify proper signatures, dates, and initials
Facilitate loan closings and coordinate with compliance and operations teams for loan approvals, bookings, and fundings
Collaborate with auditors and ensure ongoing compliance with regulatory requirements

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Commercial Loans Specialist

We are looking for a skilled Commercial Loans Specialist to join our team in Los...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 5 years of experience in loan servicing and portfolio monitoring
Proficiency in basic computer applications, including Word, Excel, and Outlook
Strong analytical abilities with a keen attention to detail
Excellent verbal and written communication skills
Minimum of 5 years of experience in commercial loan documentation and closings is preferred
Familiarity with Moody’s or similar financial systems is a plus
Knowledge of accounting systems, ERP solutions, and financial reporting processes
Understanding of regulatory reporting and month-end close processes

Job Responsibility

Organize and prepare loan files for sorting, uploading, or scanning to the imaging center
Ensure loan files, whether in physical or electronic format, are maintained to meet audit standards
Create and manage borrower and guarantor profiles, as well as reporting and financial covenants in the loan monitoring system
Update customer profiles and covenants based on credit approvals or loan agreements within the loan monitoring system
Assist Relationship Managers and Portfolio Managers with inquiries and system-related issues regarding loan monitoring processes
Generate regular portfolio management and monitoring reports within the loan tracking system
Oversee insurance requirements for new loans and ensure existing policies remain current
Review executed loan and credit documents to confirm proper signatures, dates, and initials
Facilitate loan closings and collaborate with Operations and Compliance teams to approve, book, and fund loans
Support audits and respond to audit-related requests as needed

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Loan Processor - Support Specialist

We are looking for a detail-oriented Loan Processor - Support specialist to our ...

Location

United States , La Grange

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience in loan administration, loan processing, mortgage lending, loan origination, or commercial lending support
Working knowledge of commercial loan due diligence, documentation review, and closing coordination
Strong analytical ability with excellent attention to detail and a consistent approach to problem-solving
Ability to manage competing priorities in a fast-paced, deadline-driven environment without sacrificing accuracy or service quality
Effective communication and relationship-building skills for working with internal teams, customers, lenders, and third-party partners
Proficiency in Microsoft Word and Excel, with the ability to learn new banking and workflow systems quickly
Basic understanding of accounting principles, including comfort with debit, credit, and general ledger-related activities

Job Responsibility

Initiate and monitor pre-closing due diligence by ordering and reviewing items such as organizational searches, title work, credit reports, flood certifications, lien and tax checks, corporate standing documents, and business reporting records
Maintain an active portfolio of loan files by updating tracking tools, organizing digital documentation, and ensuring records are properly stored across internal shared folders and cloud-based systems
Partner with lenders and title companies to coordinate commercial loan closings, confirming that title conditions and other required items are completed before funding
Review closing packages for completeness, finalize documentation prior to settlement, and submit loan booking requests once all required materials have been received
Prepare comprehensive loan files for closing and process wire request documentation in support of funding activities
Track reporting data related to organizational requirements and work closely with Loan Operations to support accurate loan reporting and system records
Follow monthly exception and tickler reports to pursue recorded documents, insurance or policy requirements, and any outstanding post-closing items in a timely manner
Oversee active pipelines for new loans, renewals, letters of credit, and filing continuations while coordinating updates with loan officers and lending partners
Respond to servicing and operational inquiries, resolve routine loan issues, and process both financial and non-financial loan maintenance requests, including debit and credit transactions with awareness of general ledger impact
Contribute to team collaboration through meetings, cross-training, and coverage support during high-volume periods while adhering to regulatory standards and internal banking policies

What we offer

Medical insurance
Vision insurance
Dental insurance
Life and disability insurance
401(k) plan

Fulltime

Loan Processor - Support Specialist

We are looking for an experienced Loan Processor - Support specialist to join a ...

Location

United States , Atlanta

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Recent experience in loan processing within a bank, mortgage company, or similar lending environment
Working knowledge of mortgage processing, loan administration, and loan origination activities
Familiarity with mortgage closing support and the documentation required throughout the lending process
Ability to manage a high volume of detail while staying organized and meeting deadlines
Strong communication skills and the ability to work closely with loan officers and internal teams
Willingness to complete background screening and a credit check as part of the hiring process
Availability to work on-site in Atlanta, Georgia Monday through Thursday and remotely on Fridays.

Job Responsibility

Support loan officers by managing loan files and helping keep mortgage and lending activities on track from intake through closing
Review documentation for completeness and accuracy, following established guidelines to identify missing items and resolve issues quickly
Process key loan-related tasks tied to mortgage, consumer, and commercial lending workflows, including payoffs and related administrative activities
Communicate with internal partners and stakeholders to gather required information, maintain file progress, and support timely decisions
Track multiple loans at different stages while maintaining organized records and meeting expected turnaround times
Perform verification steps and compliance-related checks as part of the loan processing cycle, including required documentation review
Assist with closing support and final file preparation to help ensure transactions are ready for completion
Contribute to day-to-day loan administration functions and provide reliable operational coverage for the lending team.

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training

Fulltime

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Commercial Loan Closing Specialist

Job Description

Job Responsibility

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