Job Summary

The Loan Coordinator is responsible for managing the end-to-end loan closing process, ensuring timely, accurate, and compliant coordination of all documentation, vendor communications, and internal systems. This role serves as a key liaison between borrowers, internal teams, and third-party vendors. The ideal candidate provides exceptional customer service, maintains meticulous records, and ensures compliance with all internal policy guidelines throughout the closing lifecycle. Success in this role requires the ability to adapt to multiple demands, shifting priorities, ambiguity, and rapid change while maintaining focus on team objectives and delivering results.

Responsibilities

Ability to provide excellent customer service via phone and email.
Process new loan approvals assigned for documentation alongside borrowers, appropriate internal staff, and third parties: Initiating loan documentation/files and coordinating closing requirements within policy/approval guidelines.
Follow up with borrowers and vendors on all loan approval contingencies, documentation, and title insurance liens/requirements to be cleared, prior to closing.
Coordinate loan document signing/notary to prepare file for loan funding and recording, interfacing with borrowers and title company, escrow company, or attorney.
Prepare funding wire packets according to established procedures
Submit orders to vendors for title insurance, loan documents, environmental reports, flood tracking, and appraisals.
Submit invoices to AP for payment to vendors for title Insurance, loan documents, environmental reports, flood tracking, and appraisals.
Maintain MS CRM tracking/reporting for loan portfolio and closing pipeline.
Create (or review) initial data entry for new loans entered into Phoenix (core banking) system. Work alongside Loan Servicing Team to maintain ongoing insurance, collateral, and payment data in Phoenix core.
Prepare files for annual audit(s): Maintain physical and digital files for active and archived loans.
Provide closing fee estimates in response to underwriting and sales team inquiries
Work with insurance agents to update/confirm/track Key Man Life policies as well as property and liability coverage on all collateral properties.
Perform special projects and other duties as assigned.

Requirements

A living, vital faith in Jesus Christ and involvement in a local Christian church
High School Diploma required.
Minimum two years of college education or equivalent combination of education and experience
Minimum three years of proven customer service experience with increasing responsibility in commercial real estate transactions, lending, or title insurance.
Detail-focused with proven critical thinking skills and the ability to complete tasks with a high degree of accuracy and energy
Proven ability to adjust to multiple demands, shifting priorities, ambiguity, and rapid change to reach ultimate team objectives
Strong oral, interpersonal, and written communication skills
Strong computer skills, including experience with Word, Excel, and MS Outlook.
Strong organization and time management skills

Benefits:

Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

CDF Capital jobs

Loan Closer