Demo

Loan Closer/Commercial Real Estate

Neighborhood Lending Partners, Inc.
Tampa, FL Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 5/8/2025

JOB SUMMARY :   Prepares loan documentation in accordance with commitment letter, obtains and reviews due diligence items from borrower, reviews draft loan documents prepared by attorney, coordinates closing with all involved parties, safeguards all original notes, follows-up on outstanding post-closing items and clears all document exceptions. Prepares and files UCC-3 documents as necessary. Performs Construction Draw Administration by collecting and approving draw documentation, ordering inspections and obtaining authorization to release funds.  Reports to Senior Lender

ESSENTIAL FUNCTIONS :

Loan Closings

  • Prepares loan documentation checklist in accordance with commitment letter and updates as necessary. Contacts borrower and performs OFAC (Patriot Act) search.
  • Secures legal counsel and prepares attorney closing letter upon request of lender as needed.
  • Obtains and reviews due diligence items from borrower. Reviews title work and survey. Copies legal counsel on due diligence items as needed.
  • Prepares Regulatory Agreement relative to rental restrictions and submits to legal counsel for review.
  • Reviews and edits attorney-prepared draft loan documents.
  • Coordinates closing with all parties involved (NLP, NLP’s attorney, borrower, borrower’s counsel, etc.).
  • Instructs Loan Administrator at appropriate time when to order loan funds from the various sources (member banks, Fannie Mae, SHIP providers, etc.).
  • Assists Loan Servicing Administrator by providing the information necessary to properly book all loans.
  • Safeguards all original notes, mortgage and guarantee agreement in fireproof cabinet. Scans information and sends to member banks.
  • Follows up on outstanding post-closing items. Clears all document exceptions in a timely manner. Scans and sends to member banks.
  • Prepares and files UCC-3’s as necessary.
  • Prepares loan documents in-house as needed. Prepares short-term extension letters.
  • Researches and responds to member bank questions relating to loan documents.
  • Performs annual documentation file audits (involves ensuring that all documents on checklist are in file, following up on any outstanding items, and updating documentation checklists).
  • Creates filing system for the credit and documentation files for each NLP affiliate.
  • Prepares documentation for secondary market loan sales.

Construction Draw Administration

  • Collects and approves draw documentation (waivers of lien, AIA form G702 and G703, invoices, title updates, etc.).
  • Orders, reviews and approves inspections from NLP-approved inspectors for all construction / rehab draw requests.
  • Order and reviews construction loan title updates.
  • Reviews soft cost back-up invoices.
  • Updates construction loan tracking spreadsheet.
  • Obtains lender sign-off authorizing release of funds.
  • Instructs Loan Administrator when to order loan funds from various sources.
  • General Office Administration

  • Creates and updates operational policies and procedures as necessary.
  • Participates in member bank orientation / operations training as needed.
  • QUALIFICATIONS :

  • 3 – 5 years experience in Real Estate loan document preparation and review in commercial banking environment
  • Experience in commercial real estate loan closing
  • Familiarity with loan accounting
  • Strong interpersonal skills
  • Excellent oral and written communication skills
  • Proficiency with MS Excel and Word
  • Must be detail-oriented and have the ability to be flexible with hours
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