What are the responsibilities and job description for the Closing Specialist position at TBG | The Bachrach Group?
Location: Charleston, SC or Remote
Job Type: Full-time
A growing commercial lending firm is seeking a Closing Specialist to manage loan documentation and support the funding process.
Responsibilities
- Review closing files for accuracy, completeness, compliance, and potential risk.
- Verify loan agreements, financial statements, tax returns, payoff letters, and identification documents.
- Conduct UCC searches, clear liens, and manage UCC filings.
- Generate and manage loan contracts, amendments, and supporting documents.
- Coordinate closely with Underwriting, Sales, and Accounting throughout closing and funding.
- Conduct funding calls, business interviews, and bank verifications.
- Maintain accurate records using Salesforce, DocuSign, Asana, and related systems.
Qualifications
- Strong organization, attention to detail, and analytical skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong communication, judgment, and problem-solving abilities.
- Experience with customer relationship management systems, Excel, and Microsoft Office.
- Commercial lending or loan processing experience preferred.
- Knowledge of business loans, lines of credit, or alternative lending products is a plus.
- Bachelor’s degree in Finance, Business, or a related field preferred
Compensation
- Base salary: $60,000-$75,000
- Competitive benefits package.
Salary : $60,000 - $75,000