About the Role:

Responsible for independently managing all aspects of documentation for conventional and government guaranteed loan transactions, from origination through closing, with little or no supervision. Interacts and coordinates with related areas across the company.

What You Will Do:

• Acts as the bank’s primary representative with all parties involved in the closing process, including borrowers, guarantors, principals, counsel, brokers, and other vendors.
• Identifies, collects, and reviews all items and documents required for closing.
• Engages and interfaces with legal counsel during preparation of closing documents to ensure that all loan requests are properly documented.
• Manages all aspects of loan closing, including coordinating with business partners and vendors, as well as other departments within the company.
• Interfaces directly with other Structured Finance teammates, including management, underwriters, and account executives to ensure progress towards funding objectives.
• Develop and maintain relationships with customers and business partners.
• Provides support, training, and expertise to other members of the Closing Team.
• Manages and develops assorted reports, processes, and procedures within the Closing Team.
• Other duties as assigned.

What You Will Need:

• High school diploma or equivalent
• 2+ years experience in operational risk or regulatory compliance
• Ability to analyze financing contracts and related documents for content issues and revise contracts as needed to accommodate special circumstances. Familiarity with contract drafting/legal terminology
• Must be detail oriented and analytical
• Must be able to multi-task, independently manage workflow and solve problems within company guidelines
• Excellent verbal and written communication skills as well as the ability to deal effectively with people at all levels, both within and outside of the company
• Ability to work well under pressure to meet deadlines
• Proficiency with Microsoft Office
• SBA Loan Experience is a plus.

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $24.00 hourly – $40.30 hourly

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more

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