Job Description:
Loan Closing Analyst
US-based SBA Certified Development Company |
Reports To
Senior Analyst — Engagement Lead,
Location
,Pune, India
Engagement
US-based SBA Certified Development Company
Experience
3 – 6 years in commercial loan closing, post-closing operations, or loan administration
ROLE OVERVIEW
The Loan Closing Analyst supports the Closing department of a US-based SBA Certified Development Company in managing the post-escrow document collection sprint and financial analysis workflow that precedes each SBA funding submission. This role operates under significant deadline pressure — the client's monthly SBA submission cut-off dates are hard, and missing a cycle has direct financial consequences for borrowers.
The Closing Analyst must be organized, deadline-aware, and able to manage multiple loans at different stages simultaneously while maintaining explicit priority flags for the onshore closing officers. All output is reviewed and approved by the Closing Officer before any submission or communication to third parties.
KEY RESPONSIBILITIES
Post-Closing Checklist Management
For each loan in the post-escrow phase: track status of all 36 SBA checklist items across multiple parties (title company, escrow, borrower, insurance agents, attorneys). Send templated follow-up emails as items fall due. Update Ventures with receipt confirmations. Flag outstanding items by priority level as directed by the Closing Officer — with particular attention to loans approaching the monthly SBA submission deadline.
Financial Spreading & SBA Summary Drafts
When updated financials are received from the borrower: enter data into Ventures (estimated 10–20 minutes per loan). Review the cash flow ratio output. Draft the Word document financial summary using the client's standard template, covering current ratio, total revenue, net income, and DSCR. Flag any DSCR below 1.1 to the Closing Officer before submitting. Escalating IRS discrepancies or unusual financ
📌 Hiring For Loan Closing Analyst Pune
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