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Loan Closer - Support

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Robert Half

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Location:
United States , Walnut Creek

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Category:
Finance

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Contract Type:
Not provided

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Salary:

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Job Description:

We are looking for a skilled Loan Closer - Support specialist with strong attention to detail to manage the closing process for loan transactions in Walnut Creek, California. This is a Contract position where attention to detail and strong organizational skills are essential to ensure compliance and accuracy in all loan documentation. The role offers the opportunity to collaborate with clients, title companies, and insurance providers while maintaining high standards of expertise and conduct.

Job Responsibility:

  • Collect and verify all required information and documentation to ensure completeness and accuracy, including title reports and lien searches
  • Create and maintain a comprehensive checklist of items necessary for loan closing, resolving any pending issues before finalization
  • Prepare loan documentation using LaserPro, ensuring accuracy and compliance with terms and conditions
  • Facilitate approval processes through Etran and generate loan authorizations in accordance with organizational guidelines
  • Coordinate with clients, escrow/title companies, and insurance providers to ensure seamless communication and timely closings
  • Package loan files and related documents in alignment with regulatory and organizational standards
  • Ensure proper lien placement and collateral protection by verifying all necessary actions are taken
  • Provide support and guidance throughout the closing process, addressing any challenges with expertise and problem-solving skills

Requirements:

  • Minimum of 5-8 years of experience in loan closing or documentation, with expertise in organizational guidelines
  • Must be 3rd party SBA Loan experienced
  • Proficiency in LaserPro for loan documentation preparation
  • Strong knowledge of approval processes and familiarity with Etran systems
  • Demonstrated ability to follow compliance requirements and closing regulations
  • Excellent judgment and problem-solving abilities to address challenges effectively
  • Detail-oriented with exceptional organizational and follow-through skills
  • Strong communication skills for effective correspondence with clients and third parties
  • Familiarity with tools such as Adobe Acrobat, LexisNexis, and Automated Underwriting Systems
  • SBA Loan closing experience is a must
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
March 14, 2026

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