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
Collateral & Perfection 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
Post-Closing & Servicing Transition 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: Commercial real estate (CRE) C&I loans with complex collateral structures, including rediscount line with borrowing bases Unsecured loans to high-net-worth entrepreneurs Strong knowledge of: Commercial loan documentation 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.
Benefits 401K Health Insurance Dental Insurance Vision Insurance Health Savings Account Flexible Spending Account Employee Assistance Program Paid Time Off
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
Collateral & Perfection 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
Post-Closing & Servicing Transition 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: Commercial real estate (CRE) C&I loans with complex collateral structures, including rediscount line with borrowing bases Unsecured loans to high-net-worth entrepreneurs Strong knowledge of: Commercial loan documentation 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.
Benefits 401K Health Insurance Dental Insurance Vision Insurance Health Savings Account Flexible Spending Account Employee Assistance Program Paid Time Off