Closing Officer – Remote Option Available in CA, AZ, NV, OR, HI

Job Status:  Regular Full-Time (Non-Exempt)

Job Summary

The Closing Officer plays a critical role in facilitating the successful closing of SBA 504 loan transactions. This position requires a detail-oriented professional with strong organizational and communication skills to ensure loan closings are processed accurately, efficiently, and in compliance with SBA regulations. The Closing Officer serves as the primary liaison between borrowers, lenders, attorneys, title/escrow companies, and internal teams throughout the closing process.

Responsibilities

Loan Closing Management

  • Coordinate and manage all aspects of SBA 504 loan closings from approval through funding.
  • Review all documentation for accuracy and address and resolve red flags that could delay closing and/or prevent debenture funding.
  • Generate forms as required.
  • Generate 327 loan amendments and track approval.
  • Review and prepare closing checklists in compliance with SBA requirements and CDC policies.
  • Ensure accuracy, completeness, and timely submission of all closing packages.
  • Assist as needed to request required evidence of insurance, to include Hazard, BPP, Workers Compensation, Flood, Life, Liquor Liability insurances, as shown in SBA Authorization.

Communication & Coordination

  • Act as primary point of contact for borrowers, third-party lenders, title companies, escrow officers, and attorneys.
  • Provide clear guidance to clients and partners on SBA closing requirements and timelines.
  • Collaborate with internal departments and external parties to resolve issues and ensure a smooth closing process.

Compliance & Documentation

  • Review loan authorizations, commitment letters, and related documentation for consistency and compliance.
  • Ensure all closing conditions are satisfied before funding.
  • Maintain complete and accurate electronic loan files in Salesforce, Ventures, Box and FileInvite.
  • CAFS system fields maintained for accuracy and documentation submitted to
  • Stay current with SBA regulations, policies, training sessions and procedural notices affecting the closing process.

Funding & Post-Closing

  • Reconcile/Review closing statements.
  • Work closely with Closing Attorney to clarify unresolved issues and obtain required documents to meet SBA funding requirements.
  • Transition completed loan files to the Closing Associates for review and submission.

Qualifications

  • Bachelor’s degree (B.A.) from four-year college or university or 4-6 years related experience and/or training; or equivalent combination of education and experience.
  • 3+ years of experience in loan closing, commercial lending, escrow/title, or related field (SBA 504 experience highly preferred).
  • Highly organized, disciplined thinker with the ability to work independently in a fast-paced, rapidly changing environment.
  • Exceptional time and project management skills; able to manage multiple clients and projects simultaneously while prioritizing daily responsibilities.
  • Strong analytical, and problem-solving skills.
  • Strong attention to detail and accuracy under tight deadlines, without compromising quality.
  • Excellent interpersonal, communication and customer service skills; able to interact effectively with diverse personality types and professional levels, both internally and externally.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Working knowledge of CRM databases; Salesforce experience strongly preferred. 

Pay starts at $40.00 plus incentive and bonus.