1017776: Loan Origination Analyst (LSLO05)

Join a team where your work helps finance projects that strengthen communities and expand access to affordable housing. You will own meaningful, high-visibility closings and partner with cross-functional teams to deliver a great client experience. This role offers growth through exposure to complex commercial real estate structures and expanding responsibilities across the closing lifecycle. If you are detail-driven, calm under deadlines, and enjoy coordinating moving parts, you will thrive here. Bring your closing expertise and help us deliver accurate, timely, well-controlled outcomes.

Job summary:

As a Loan Closer in the Documentation and Closing group within Community Development Banking, you manage loan closing activities from documentation through funding for new loans, renewals, modifications, and extensions. You coordinate with internal partners and external parties to drive an accurate and timely closing process. You review loan booking and closing packages to confirm alignment with approvals and required due diligence. You prepare and validate settlement statements and funding-related transactions while maintaining strong quality controls. You help protect the firm and clients by consistently applying documentation, risk, and process standards.

You will support a diverse commercial construction and development portfolio, including transactions tied to tax credit and affordable housing components, equity investments, and letter of credit structures. The work frequently involves multiple stakeholders and, at times, multi-lender participation. Success requires strong organization, the ability to manage a mixed pipeline, and comfort balancing speed with precision. You will be expected to identify issues early, escalate appropriately, and propose practical solutions. Teamwork and clear communication are essential across documentation, credit, legal, operations, and originations.

Job responsibilities:

• Manage a pipeline of loan closings and related activities across new originations, renewals, modifications, and extensions
• Coordinate closing timelines, deliverables, and stakeholder communications to meet funding dates
• Review loan booking and closing packages for accuracy, completeness, and alignment with approved terms
• Track and validate real estate due diligence items including title, survey, entity formation documents, and related requirements
• Confirm insurance requirements are satisfied, including flood insurance where applicable
• Prepare, review, and reconcile settlement statements and funding memos for loan disbursements and related transactions
• Partner with internal teams to resolve documentation exceptions and drive issues to closure
• Maintain quality assurance practices, document controls, and production standards throughout the process
• Support closings involving single-lender and multi-lender structures, as applicable
• Provide status reporting and clear escalation of risks, blockers, and timeline impacts
• Contribute to departmental projects and process improvements as assigned

Required qualifications, capabilities, and skills:

• Minimum of 3 years of commercial real estate loan closing experience
• Demonstrated experience closing construction and term loans
• Demonstrated experience supporting letter of credit structures, including bond-enhanced and direct pay letters of credit
• Working knowledge of permanent loan conversions
• Knowledge of commercial real estate loan documentation and closing practices
• Ability to evaluate title, survey, organizational/formation documents, and other real estate due diligence for closing readiness
• Knowledge of real estate insurance requirements, including flood insurance
• Ability to manage multiple closings simultaneously with strong attention to detail and follow-through
• Strong analytical, time management, and organizational skills
• Strong written and verbal communication skills, including ability to coordinate across multiple teams

Preferred qualifications, capabilities, and skills:

• Bachelor’s degree
• Experience supporting community development or affordable housing-related commercial real estate transactions
• Experience with tax credit-related transaction components and documentation considerations
• Experience with multi-lender and participation structures
• Demonstrated track record of driving process improvements in a closing or documentation environment

Additional information:

• Visa sponsorship is not available for this position.
• Work schedules will be full-time in office, on a 40-hour per week schedule.