Lead Closing Officer - Commercial Real Estate and Syndications

Overview

The organization is seeking a Lead Closing Officer to provide advance closing expertise and execution support for a national team of Real Estate Loan Closing Officers. This role supports the closing of complex commercial real estate loans for Institutional Capital Group (ICG), including Institutional Real Estate (IRE) and Healthcare (HC) lines of business within the organization’s Real Estate Capital group.

This position serves as a subject-matter expert and escalation point for high-complexity transactions, helping ensure consistent, high-quality execution across the closing lifecycle.

Responsibilities

• Manage end-to-end pre- and post-closing activities for complex loan structures, including Healthcare, Institutional Real Estate, and other commercial loan types.
• Provide subject-matter expertise throughout the closing process, including review of credit approvals, term sheets, closing checklists, and all items required to close.
• Drive the closing process by coordinating timelines, monitoring progress of conditions, and ensuring all pre-closing and post-closing requirements are satisfied prior to funding and after close.
• Accumulate, analyze, and review loan documentation for conformity with credit approval, term sheets, internal policy, and regulatory requirements.
• Assist in negotiating client-requested changes with counsel and line-of-business partners.
• Coordinate external parties required to complete transactions, including legal counsel, title agents, insurance agents, construction consultants, syndication banks, and other third-party vendors.
• Review and analyze third-party reports and collateral documentation, including insurance certificates, flood zone determinations, title, survey and zoning documentation, appraisals, environmental and property condition reports, ensuring compliance with governmental regulations and bank standards.
• Coordinate funding, booking, and settlement, including preparation of funding notices, closing statements, fee collection, wire callbacks, approvals, and delivery of required booking documentation.
• Manage documentation exceptions using enterprise systems such as LoanIQ and other production and compliance platforms.
• Maintain system knowledge and data integrity, including accurate deal status updates, timely document uploads, and complete digital closing files.
• Identify, resolve, and escalate risks, exceptions, and issues impacting client service, compliance, or operational execution; clearly communicate issues and resolutions to management and line-of-business partners.
• Ensure adherence to compliance and fiduciary requirements, including internal policies, governmental and bank regulations, OFAC, Patriot Act, Beneficial Ownership, and documentation, legal, flood, and insurance standards.
• Provide authorization to close and partner closely with Servicing Officers, line-of-business partners, and internal teams to support coordinated, timely closing, funding, booking, and handoff to servicing.
• Support post-closing activities and subsequent loan modifications, ensuring accuracy, timely completion, and continued risk management.
• Serve as a resource and mentor to team members, including onsite training, guidance, and quality verification.
• Participate in and occasionally lead projects and continuous improvement initiatives to enhance efficiency, accuracy, and risk controls, including in-person collaboration and sessions.
• Participate in client meetings, pipeline discussions, and syndication bank meetings, delivering high-quality service to internal and external stakeholders.
• Complete all required training within established timeframes and maintain ongoing professional and regulatory readiness.
• Perform other duties as assigned; responsibilities may change or new duties may be assigned at any time with or without notice.

Requirements

• Bachelor’s Degree or equivalent work experience.
• 3+ years of related experience, preferably in banking or financial services (required).
• Experience with closing process and commercial real estate loan financing, including:
  • committed loan structures
  • REITs
  • title/liens
  • insurance
  • commercial loan documents and contracts
  • leases
  • AIA documents
  • project budgets and other legal documentation
  • compliance with governmental legal requirements
• Familiarity with Healthcare products (a plus).
• Experience with multi-bank loan participations/syndications and secondary market standards.

Preferred Qualifications

• Paralegal training, law degree and/or LPO license.

Skills

• Understanding of commercial lending concepts.
• Proficiency in commercial loan documentation and closing.
• Familiarity with commercial loan accounting systems, including LIQ.
• Strong solution-oriented and problem-solving skills.
• Excellent decision-making and judgment.
• Ability to work independently without direct on-site supervision, including knowing when to ask for assistance.
• Strong interpersonal, written, and verbal communication.
• Effective planning and organizational abilities with high attention to detail.
• Ability to manage multiple tasks in a high-volume environment.
• Strong aptitude for analysis, systems, and mathematics.
• Experience delivering personalized service to external and internal clients.
• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and OneNote.

Compensation & Benefits

• Base salary range: $57,000.00 - $87,000.00 annually.
• Placement within the pay range may vary based on factors including skills, experience, and geographic location.
• Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Benefits eligibility available for this position (details provided by the employer).

Location

• 4910 Tiedeman Road, Brooklyn Ohio
• Work Location Category: Hybrid — 2+ days if candidate is near one of the listed offices; otherwise, remote may be considered for qualified candidates who are not local to one of the listed sites.