Sr. Loan Closer

Professional Search Group- OC (PSG- OC) is seeking a motivated and detail-oriented Sr. Loan Closer. As a Sr. Loan Closer, you will play a critical role in the heart of the Private Lending Business. As Sr. Loan Closer you’ll be responsible for managing Bridge and Construction loan closings from approval through funding, ensuring a smooth and timely closing process. This includes coordinating with escrow/title, preparing final loan documents, balancing settlement statements, and ensuring all pre-funding conditions are satisfied. As the Sr. Loan Closer you’ll work directly with Client Relation Managers and Underwriters to close loans efficiently and accurately. We seek someone who is intellectually curious, holds themselves to high standards and can thrive in a high achieving, fast paced cultural environment.

The organization is both an investment manager and a lending platform, while our competition is almost exclusively lenders who do not manage discretionary funds. That allows them to customize solutions for borrowers without special approvals from distant committees or boards of Managers that don’t understand our business. The organization also manages money that comes from top tier institutional investors, giving them substantial capacity to grow. They place organizational health at the top of their priority list. In 2018, they undertook an exercise to place organizational health at the center of their business model. The result is that we developed a playbook that incorporates input from every team member, making sure that we remain aligned, and everyone knows what is most important - covering our mission, our values, and our top priorities each year. Ready to be a part of something great? Apply NOW!

Primary Duties & Responsibilities

• Ensure the timely and accurate preparation, documentation, and funding of new loans and loan modifications
• Manage an active closing pipeline to meet critical deadlines; track loan approvals, closing conditions, and all required documentation for successful funding
• Review and reconcile all final loan documents and settlement statements to confirm accuracy in Salesforce and consistency with approved terms
• Coordinate and verify all required items for closing, including property insurance compliance, Funding Shield verification, indemnity approval, and availability of closing funds
• Collaborate with title companies to review and clear outstanding title exceptions prior to funding
• Proactively monitor and resolve all closing conditions to ensure readiness for funding authorization
• Follow up on any remaining underwriting conditions and ensure they are satisfied prior to clear-to-close or funding
• Partner with Loan Originators, Client Relations Managers, and Underwriters to address and finalize all items necessary for a seamless loan closing
• Enter and validate key closing data in Salesforce, including final fees, wire instructions, and funding details
• Manage funding timelines, prioritize closing tasks, and maintain workflow efficiency in a high-volume, fast-paced environment
• Support special projects and perform additional duties as assigned

Requirements

• Bachelor’s Degree preferred but not required.
• 4 years of loan closing or funding operations experience required, preferably in private lending
• Strong organizational, multitasking, and problem-solving skills; able to adapt quickly in a fast-paced environment
• Solid knowledge of mortgage loan products, guidelines, and regulations
• Detail-oriented, team player with excellent communication and interpersonal skills
• Experience with Salesforce a plus
• This LA-based position requires in-office work 3 days per week, to ensure close alignment among all team members.
• Work Environment: This position typically operates in a professional office environment. Occasional evening and weekend work may be required to meet deadlines or address urgent issues

Apply for this amazing opportunity today!

Donovan Aranda

Division Manager

562-378-0027

Donovan.aranda@us-psg.com