Loan Origination Specialist III - Closing Coordination

Help deliver a smooth, dependable lending experience by keeping post-approval activities moving forward. In this role, you’ll partner with colleagues and clients to resolve issues early and keep transactions on track. You’ll build strong working relationships while balancing quality, timelines, and risk awareness. If you enjoy detail-focused work with clear impact, this role offers meaningful exposure and growth.
Job summary
As a Loan Origination Specialist III in Lending Services, you coordinate post-approval activities that support accurate, timely loan booking and closings. You’ll review documentation, align stakeholders, and keep a pipeline progressing through clear communication and disciplined follow-through. You’ll help reduce operational risk by confirming requirements are met and escalating issues appropriately.
Job responsibilities
Coordinate the flow of post-approval tasks from mandate through booking to support timely closings
Manage and maintain an individual pipeline of active commercial loans, tracking progress and key deadlines
Collect, review, and validate loan documentation for completeness, accuracy, and adherence to applicable requirements
Partner with internal teams and external parties to resolve routine documentation and process issues
Review legal loan documentation for operational feasibility, execution mechanics, and regulatory considerations
Confirm funding mechanics and operational requirements aligned to products, processes, and policies
Communicate status updates, risks, and dependencies clearly to stakeholders and escalate when needed
Maintain organized records and checklists to support auditability and consistent execution
Identify opportunities to streamline handoffs and reduce friction in post-approval workflows
Required qualifications, capabilities and skills
Minimum of 2 years of experience supporting commercial loan products and documentation
Demonstrated knowledge of loan origination and post-approval processes, including documentation review practices
Ability to apply critical thinking to identify discrepancies, missing information, and process gaps
Proven ability to manage conflicts and resolve routine issues while maintaining service quality
Strong time management and organizational skills, with the ability to prioritize multiple deadlines
Strong stakeholder management and communication skills across internal teams and external partners
Preferred qualifications, capabilities and skills
Bachelor’s degree or equivalent practical experience
Knowledge of lending policies, documentation standards, and compliance requirements within a regulated environment
Experience supporting transaction closings with multiple stakeholders and interdependent deliverables
Experience using continuous improvement approaches to simplify workflows and reduce rework
Comfort leveraging tools and automation to track tasks, manage pipelines, and improve execution efficiency
Demonstrated ability to operate effectively under short timelines while maintaining attention to detail