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As a Loan Origination & Closing Specialist within our Multifamily and Commercial Lending team, you play a key role in supporting our lending services. You manage the end-to-end loan origination and closing process, ensuring accuracy, compliance, and timely completion of transactions. You work closely with internal and external partners, helping us deliver exceptional service and maintain high standards. Your attention to detail and ability to resolve issues directly impact our clients and the success of our business.
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You will oversee documentation, review closing packages, and coordinate with business teams and third-party vendors. Your knowledge of real estate transactions and strong organizational skills will help you manage a national portfolio and meet deadlines. This role offers opportunities to develop advanced skills, leverage technology, and contribute to a culture of excellence.
Job responsibilities
- Prepare and finalize loan origination documentation for multifamily and commercial transactions
- Review closing packages, including HUD Settlement Statements, for accuracy and compliance
- Manage relationships with clients, internal teams, and third-party vendors
- Identify and resolve issues during loan origination and closing
- Coordinate and prioritize tasks to ensure timely transaction completion
- Apply knowledge of real estate laws, title policies, and escrow setups
- Audit loan documents and oversee closing package finalization
- Maintain accountability for turn time and manage a national portfolio
- Communicate clearly and professionally with stakeholders
- Use technology systems to support loan processing and funding procedures
- Adapt to changing priorities in a fast-paced environment
Required qualifications, capabilities, and skills
- High School Diploma or GED
- One year of experience in loan closing or real estate transactions
- Strong organizational skills and attention to detail
- Ability to make independent decisions and solve problems
- Clear written and verbal communication skills
- Ability to work with minimal supervision
- Dependable and adaptable in a deadline-driven environment
- Proficient computer skills, including Microsoft Word and Excel
- Experience managing multiple tasks and meeting deadlines
- Ability to build and maintain stakeholder relationships
- Analytical skills for issue identification and resolution
Preferred qualifications, capabilities, and skills
- Associate’s or Bachelor’s Degree in business, finance, or related field
- Three years of experience in multifamily or commercial loan closings
- Experience with HUD Settlement Statements
- Familiarity with SNDA’s, estoppels, and tenant lease abstracts
- Experience working with complex borrowing entities (LLCs, corporations, trusts)
- Advanced proficiency in Microsoft Excel
- Experience coordinating with third-party vendors in real estate transactions
Source: JP Morgan Career Page
