Commercial Loan Documentation & Closing Specialist

John Marshall Bank is seeking an experienced professional to join our team in the Loan Administration team as a Loan Documentation & Closing Specialist.

In this role you will:

• Prepare and process documentation for commercial and real estate loans using the Laser Pro system. These may include new loans, extensions, renewals, or modifications of existing loans.
• Manage an assigned pipeline of loan documentation and closing requests commensurate with experience level, progressing to more complex assignments over time.
• Communicate and follow up directly with lending units to ensure all internal and regulatory due diligence requirements are fulfilled and documented for the loan file.
• Conduct a pre-closing review to ensure documentation (internally or attorney prepared), is complete and conforms to all terms and conditions of the loan approval, meets regulatory requirements, ensures collateral perfection, and satisfies all closing requirements prior to funding.
• Serve as a point of contact during the documentation and loan closing stages; coordinating directly with other parties including underwriters, lending personnel, attorneys, and settlement companies as needed to facilitate successful loan settlements.
• Reviews HUD1 settlement statements to ensure the Bank's funding amount and fees are accurately stated. Generate and distribute a final set of loan documents to the requestor within loan closing deadlines.
• Coordinate with the Loan Operations department to initiate funding and process collected fees post-closing.

Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time.

Required:

• Minimum of 5 years of experience
• Laser Pro application experience
• Experience with commercial loan documentation processes
• Ability to comprehend loan and legal documentation
• General computer skills and experience with word processing, spreadsheet, email, and loan system applications
• Strong communication skills and a superior ability to work effectively and cooperatively within a team environment

Preferred:

• Self-starter with strong administrative and organizational skills and a willingness to learn
• Excellent attention to detail; attentive to deadlines
• Ability to work successfully under pressure with competing priorities and to remain focused while multi-tasking
• Positive attitude with a strong customer service focus. Project professionalism at all times
• May be required to adjust work schedule based on end-of-month loan volume

At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position.

John Marshall Bank is an Equal Opportunity Employer.