Regional Closing Associate

What you'd do

• Manages the entire closing process for middle market transactions, with minimal supervision.
• Active member of the deal team working directly with the commercial client, relationship manager, regional closing manager, loan closing specialist and portfolio manager providing expertise to the team and client to ensure that policy, legal,compliance and regulatory matters necessary for closing are addressed early in the process.
• Ensures that transactions are closed per the instructions as stated in the credit approval memo.
• Directs the loan closing specialist in the completion of the master checklist to ensure timely and efficient execution.
• Manages the closing calendar balancing the needs of multiple internal and external clients simultaneously.
• Determines if internally generated documents or attorney prepared documents are needed and engages attorneys as necessary.
• Engage and coordinate with outside attorneys involved in commercial loan closings.
• Works directly with client for all matters related to closing and include other internal partners as needed. Reviews and sends draft closing package for the client's review prior to closing.
• Ensures that all documents, waivers, and management approvals required for closing are in place prior to issuing a "clear to close" decision.
• Obtains approval for trailing exceptions and missing documents and ensures that the appropriate follow-up actions are in place to insure receipt of any approved trailing documents.