Sr Private Bank Loan Closer

Citizens Bank
Pittsburgh, Cleveland, San Francisco, Chicago
Workplace: HybridFull timeUSD 33.65 - 41.34 hourlyFunction: Banking, Lending & CreditExperience: 5+ yearsEducation: high_schoolSkills: ["Customer service","Communication","Time management","Organizational skills","Problem-solving"]

Close and document complex commercial and CRE loans in line with credit approvals and regulatory requirements. Book loans into the loan accounting system, coordinate a 25-transaction pipeline, and complete due diligence and conditions-precedent before funding. Prepare documentation using Laser Pro, clear pre- and post-closing legal exceptions, and provide exceptional customer service while acting as a subject matter resource to other loan closers.

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FursaFursa
Citizens Bank
Citizens Bank
3 days ago

Sr Private Bank Loan Closer

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Close and document complex commercial and CRE loans in line with credit approvals and regulatory requirements. Book loans into the loan accounting system, coordinate a 25-transaction pipeline, and complete due diligence and conditions-precedent before funding. Prepare documentation using Laser Pro, clear pre- and post-closing legal exceptions, and provide exceptional customer service while acting as a subject matter resource to other loan closers.
Location: Pittsburgh, Cleveland, San Francisco, Chicago
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Serve as a senior loan closer and subject matter resource for other loan closers on the team.
  • •Ensure loans are closed and documented according to credit approval procedures.
  • •Prepare loan documentation for closing via Laser Pro and accurately book complex loans to the loan accounting system.
  • •Perform due diligence, review operational risk components, and confirm conditions precedent before closing/funding.
  • •Coordinate pre- and post-closing legal documentation exceptions and clear conditions with sales partners, customers, legal counsel, and third parties.

Pay and Benefits

Salary: USD 33.65 - 41.34 hourly
Schedule:4-Day Week
Perks:Health InsuranceDentalVisionRetirement BenefitsMaternity LeavePaternity LeaveWellness StipendPaid LeaveFlexible Work

Key Requirements

  • •5+ years of relevant experience in commercial loan closing, with knowledge of CRE and C&I practices and policies.
  • •5+ years of high-touch customer service experience.
  • •Working knowledge of commercial loan documentation.
  • •Experience with AFS and Laser Pro.
  • •Ability to independently manage a loan pipeline, resolve moderately complex problems, and effectively prioritize activities in a fast-paced environment.
Experience:5+ years
Education:High School
Skills:Customer serviceCommunicationTime managementOrganizational skillsProblem-solving
Tech Stack:Laser ProAFSDesktop applications

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website