The Senior Account Executive / Loan Closer is a seasoned banking professional responsible for the end-to-end closing of commercial loan transactions, ensuring accuracy, regulatory compliance, and timely funding. This role requires deep experience with commercial loan documentation, collateral perfection, and closing coordination, as well as strong proficiency in LaserPro (Wolters Kluwer). The ideal candidate operates independently, exercises strong judgment, and partners effectively with Credit, Loan Operations, Legal, Relationship Managers, and external counsel.
Loan Closing & Documentation
Manage the full closing lifecycle for high-net-worth lines of credit, C&I, CRE, and specialty commercial loans (rediscount lines of credit)
Ensure loan documents strictly conform to credit approval memos, term sheets, loan policy, and regulatory requirements
Coordinate closing conditions, waivers, and post-closing deliverable
Prepare, review, and finalize loan documents including:
Notes, Loan Agreements, Mortgages/Deeds of Trust
Security Agreements, UCC filings, Guarantees
Construction riders, assignments, and ancillary documents
Coordination & Execution
Schedule and manage closings, fundings, and disbursements
Review title commitments, surveys, insurance certificates, and closing statements
Serve as the primary point of contact for:
Relationship Managers
Credit Administration
Legal counsel (internal and external)
Title companies, surveyors, appraisers, and borrowers
Confirm accuracy of lien positions, entity authority, and legal descriptions
Ensure proper collateral documentation and perfection, including:
UCC-1 filings and continuations
Real estate lien filings (mortgages, deed of trust, etc.)
Assignment of leases and rents
Compliance & Quality Control
Identify and resolve documentation discrepancies or structural issues prior to funding
Maintain high standards for
audit, examiner, and investor readiness
Ensure adherence to:
Bank loan policy and procedures
OCC / FDIC regulatory expectations
State and federal lending regulations
Ensure complete and accurate loan files
Coordinate booking and boarding of loans into core and servicing systems (Fiserv)
Track trailing documents and cure deficiencies timely
Requirements
7+ years of commercial loan closing experience in a bank or regulated financial institution
Advanced hands‑on experience with LaserPro (Wolters Kluwer)
Exceptional attention to detail and ability to manage multiple closings simultaneously
Strong written and verbal communication skill
Demonstrated experience closing loans:
C&I loans with complex collateral structures, including rediscount line with borrowing bases
Unsecured loans to high-net-worth entrepreneurs
Strong knowledge of:
UCC filings and collateral perfection
Title, survey, and insurance requirements
Preferred
Experience in a community or regional bank environment
Familiarity with OCC-regulated bank expectations
Experience supporting loan purchases, participations, or syndicated credits
Paralegal or legal background a plus
Workplace
Primary workplace in either Stamford, CT or Southern California. Our company values in‑person work environments for efficiencies, learning, apprenticeship and collaboration. Travel not required.
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Loan Closing & Documentation
Manage the full closing lifecycle for high-net-worth lines of credit, C&I, CRE, and specialty commercial loans (rediscount lines of credit)
Ensure loan documents strictly conform to credit approval memos, term sheets, loan policy, and regulatory requirements
Coordinate closing conditions, waivers, and post-closing deliverable
Prepare, review, and finalize loan documents including:
Notes, Loan Agreements, Mortgages/Deeds of Trust
Security Agreements, UCC filings, Guarantees
Construction riders, assignments, and ancillary documents
Coordination & Execution
Schedule and manage closings, fundings, and disbursements
Review title commitments, surveys, insurance certificates, and closing statements
Serve as the primary point of contact for:
Relationship Managers
Credit Administration
Legal counsel (internal and external)
Title companies, surveyors, appraisers, and borrowers
Confirm accuracy of lien positions, entity authority, and legal descriptions
Ensure proper collateral documentation and perfection, including:
UCC-1 filings and continuations
Real estate lien filings (mortgages, deed of trust, etc.)
Assignment of leases and rents
Compliance & Quality Control
Identify and resolve documentation discrepancies or structural issues prior to funding
Maintain high standards for
audit, examiner, and investor readiness
Ensure adherence to:
Bank loan policy and procedures
OCC / FDIC regulatory expectations
State and federal lending regulations
Ensure complete and accurate loan files
Coordinate booking and boarding of loans into core and servicing systems (Fiserv)
Track trailing documents and cure deficiencies timely
Requirements
7+ years of commercial loan closing experience in a bank or regulated financial institution
Advanced hands‑on experience with LaserPro (Wolters Kluwer)
Exceptional attention to detail and ability to manage multiple closings simultaneously
Strong written and verbal communication skill
Demonstrated experience closing loans:
C&I loans with complex collateral structures, including rediscount line with borrowing bases
Unsecured loans to high-net-worth entrepreneurs
Strong knowledge of:
UCC filings and collateral perfection
Title, survey, and insurance requirements
Preferred
Experience in a community or regional bank environment
Familiarity with OCC-regulated bank expectations
Experience supporting loan purchases, participations, or syndicated credits
Paralegal or legal background a plus
Workplace
Primary workplace in either Stamford, CT or Southern California. Our company values in‑person work environments for efficiencies, learning, apprenticeship and collaboration. Travel not required.
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