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Become A Loan Closer

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Working As A Loan Closer

  • Processing Information
  • Interacting With Computers
  • Communicating with Persons Outside Organization
  • Getting Information
  • Performing for or Working Directly with the Public
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Repetitive

  • Stressful

  • $37,710

    Average Salary

What Does A Loan Closer Do At Robert Half

* Manage the closing process for each loan, maintaining communication with the lender, analyst, outside attorneys and vendors, and other parties as necessary, insuring timeliness and accuracy.
* Continually review and evaluate, existing processes, procedures, and agreements, implementing change or recommending changes to ensure consistency, efficiency, and best value propositions for the department.
* Review all loan presentations for clarity, consistency, and adherence to Bank policy, obtaining clarification where needed.
* Integrate closing and documentation activities into broader department objectives, to improve efficiencies, improve the customer experience, and support sales efforts.
* Represent the Bank with customers and outside vendors, assisting with negotiation of contract terms and conditions with third party vendors.
* Ascertain that all necessary documentation have been prepared and all preconditions to closing have been met, and obtains proper approval for any noted exceptions.
* Coordinate the closing date with all parties.
* Conduct in-house closings jointly with the lender.
* Prepare escrow letters and all other documentation necessary for title-company closings.
* Manage all disbursements taking place at closing, including collection of fees.
* Authorize loan disbursements, wire transfers, and payments for credit and closing related vendor services within established limits.
* Arrange for timely recording of documents, notes any exceptions on exception list, and monitors list to avoid long-outstanding items.
* Interpret approved loan terms into documents for all types of loans done in the Nonprofits and Foundations group.
* Draft appropriate documentation language to accommodate complex or unique loan provisions.
* Balance the expectations of all parties to maintain a smooth closing pipeline and processes, responsive customer service, and a healthy team environment.
* Reviews and approves all loan packages and checklists prior to booking.
* For immediate consideration please contact Alex Gikas at alex.gikas@roberthalffs.com

What Does A Loan Closer Do At Boston Private Bank & Trust Company

* Coordinate loan closing/settlements with Bank attorney, escrow, company and or title company.
* Prepare residential loan closing documentation for portfolio and secondary market loan closings.
* Ability to learn Banks Encompass processing system and the IDS closing system and Banks Elynx/Swiftsend secure document delivery system.
* Responsible for completing initial, final and post consummate Closing Discloure Forms, Hazard and Flood Insurance binders prior to release of any funds.
* Responsible for completing Flood Worksheets and verifying Flood and Hazard Insurance Coverage to ensure there is adequate coverage.
* Responsible for completing funding sheets and loan set up sheets so that new loans can be entered on the Banks FISERV loan system.
* Responsible for preparing wire transfers for disbursement of settlement/closing funds to attorney, escrow or title company
* Review preliminary title reports and CC&R’s and make sure any defects are addressed and cleared if necessary prior to scheduling a closing with Escrow/title company
* Monitoring of closing documents and time frame to determine if negotiation of a document redraw
* is necessary

What Does A Loan Closer Do At Woodforest National Bank

* Review loan documents, and work with outside counsel to ensure all required documents are complete and accurate.
* Ensures adequate approval authority is obtained prior to closings
* Identifies and performs necessary pre-closing lien search duties in addition to notifying the Relationship Manager of required pre-closing documents based on product type
* Verifies all compliance related issues have been addressed prior to approving loan for closing
* Assess the loan documentation relative to policy to determine if there is an exception and uses discretion and independent judgement on whether or not the exception is acceptable for closing and/or funding.
* Coordinates and prepares the necessary loan documents in LaserPro for all non-attorney prepared loans.
* Conducts complex loan documentation review including the review of financial covenants and resolves closing related issues prior to loan disbursement.
* Ensures loan documents are prepared in compliance with Credit Approval, Credit Policy, Procedures and Regulatory requirements
* Ensures all due diligence information is properly documented and imaged into the appropriate image file folders.
* Responsible for verifying completeness of files with all necessary documents and required signatures.
* Orders and compiles loan documents in preparation for closing; works in conjunction with relationship managers, attorneys and title companies to execute requests and to ensure timely responses.
* Provides approval to close and fund based on independent loan review assessment.
* Reviews final documents for completion and accuracy and to ensure all proper documentation is prepared based on the product and loan approval.
* Performs basic due diligence research such as lien and business entity searches.
* Properly documents any policy, credit and/or loan exceptions throughout the loan closing/funding process.
* Structures financial monitoring in tracking system according to approved loan agreement.
* Prepares booking worksheet and perform post close review to ensure
* Records and tracks activity on department’s loan tracking system
* Willingly performs other job related duties or special projects as assigned.
* Competencies Required
* Strong knowledge and understanding of commercial loan documentation required for closing.
* Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) and ability to navigate loan software applications and real estate related websites.
* Ability to interact and communicate effectively with internal and external parties.
* Ability to follow directions and apply proper policies, procedures and guidelines.
* Excellent organizational and time management skills, with strong attention to detail and concern for accuracy.
* Extensive knowledge of participation/syndicated loan documentation, construction and complex middle market transactions.
* Minimum Qualifications/Experience
* or more years of commercial - loan processing experience.
* Formal Education & Certification
* High School diploma or equivalent required.
* Bachelor’s Degree preferred.
* Work Status
* Full
* Time
* Supervisory Responsibility
* None.
* Travel
* Negligible amount of travel expected.
* Working Conditions
* Conditions involve lifting no more than fifteen pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
* Woodforest is an Equal Opportunity Minority/ Female/ Individual with Disabilities/ Protected Veteran and Affirmative Action Employer

What Does A Loan Closer Do At Robert Half

* Reviews file documentation for completeness and accuracy to ensure compliance with CFCU policies, procedures and product guidelines
* Prepares loan documents for closing
* Reviews loan documentation prior to funding to ensure that proper approvals are obtained and proper documents are enclosed
* Coordinates loan closings with appropriate parties to confirm that all conditions of the loan have been or will be met prior to funding.
* Ensures proper method of delivery of disbursements to members, title companies and wire transfers
* Funds all real estate loans, acquiring appropriate signatures on disbursements.
* Balances funding worksheet prior to release of funds
* Prepares files for shipping, properly collated and in order with all documentation secured; prepares files for shipping within forty-eight hours of release of funds
* Follows up on trailing documents; processes and delivers to appropriate parties within forty-eight hours of receipt
* Other duties as assigned
* To apply for this long term, temp to hire opportunity please send your resume to erik.trujillo@accountemps.com
* Thank you!
* MS Excel
* Loan Servicing/Closing
* Excellent Customer Service
* Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis.
* Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career.
* Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career.
* We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels.
* From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities.
* But don't take our word for it.
* Our company once again was named first in our industry on Fortune® magazine's list of "World's Most Admired Companies" (March 1, 2017), and 9 out of 10 of our customers would recommend our service to a colleague.
* Contact your local Accountemps office at 888
* or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.
* All applicants applying for U
* S. job openings must be authorized to work in the United States.
* All applicants applying for Canadian job openings must be authorized to work in Canada.
* Accountemps.
* An Equal Opportunity Employer M/F/Disability/Veterans
* By clicking 'Apply Now' you are agreeing to Robert Half Terms of

What Does A Loan Closer Do At Robert Half

* Review and clear title
* Identify underwriting concerns
* Order bring downs and tax certifications
* Obtain conveyancing
* Process incoming and outgoing recordings and letters of indemnity
* For immediate consideration please contact Alex Gikas at alex.gikas@roberthalffs.com

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How To Become A Loan Closer

A high school diploma or equivalent is typically required for most financial clerk jobs. These workers usually learn their duties through on-the-job training.


Financial clerks typically need a high school diploma or equivalent to enter the occupation. Employers of brokerage clerks may prefer candidates who have taken some college courses in business or economics and, in some cases, require a 2- or 4-year college degree.


Most financial clerks learn how to do their job duties through on-the-job training. Some formal technical training also may be necessary; for example, gaming cage workers may need training in specific gaming regulations and procedures.


Financial clerks can advance to related occupations in finance. For example, a loan interviewer or clerk can become a loan officer, and a brokerage clerk can become a securities, commodities, or financial services sales agent, after obtaining the required education and license.

Important Qualities

Communication skills. Financial clerks should have good communication skills so that they can explain policies and procedures to colleagues and customers.

Math skills. The job duties of financial clerks, including calculating charges and checking credit scores, require basic math skills.

Organizational skills. Strong organizational skills are important for financial clerks because they must be able to find files quickly and efficiently.

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Loan Closer jobs

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Loan Closer Career Paths

Loan Closer Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Russian

  • German

  • French

  • Arabic

  • Italian

  • Portuguese

  • Lithuanian

  • Vietnamese

  • Chinese

  • Ukrainian

  • Hebrew

  • Greek

  • Carrier

  • Cantonese

  • Mandarin

  • Polish

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Loan Closer

Unfortunately we don’t have enough data for this section.

Loan Closer Education


    • University of Phoenix

    • Strayer University

    • Central Piedmont Community College

    • Arizona State University

    • Houston Community College

    • Southern New Hampshire University

    • Ashford University

    • Florida State College at Jacksonville

    • University of Texas at Dallas

    • Liberty University

    • University of Illinois at Chicago

    • Iowa State University

    • Community College of Allegheny County

    • Michigan State University

    • University of Maryland - University College

    • Eastern Michigan University

    • Grand Valley State University

    • Cuyahoga Community College

    • University of North Carolina at Charlotte

    • Texas Southern University

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    • Bachelors

    • Other

    • Associate

    • Masters

    • Certificate

    • Diploma

    • Doctorate

    • License

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Loan Closer

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Part Time

Top Skills for A Loan Closer


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Top Loan Closer Skills

  1. Title Companies
  2. Hud-1
  3. Fha/Va
You can check out examples of real life uses of top skills on resumes here:
  • Contacted title companies and brokers to collect further documentation to process loans.
  • Communicated with escrow/settlement agent about vesting and estimated closing fees, as well as obtained and reviewed HUD-1.
  • Generate Conventional/FHA/VA mortgage closing documents Interact with Attorneys/Title Companies to schedule closings Review and approve HUD-1 Settlement Statements.
  • Worked with escrow and brokers to schedule signings, clear conditions and balance Settlement statements.
  • Coordinated with buyers, sellers, title companies, attorneys, escrow agents to set up closing date and time.

Top Loan Closer Employers

Loan Closer Videos

day in the life of a loan processor

Coleman SBA 7(a) Loan Closer Training

Loan Closer