- Loan closing or post-closing operations — Hands-on experience in commercial real estate loan closing, post-closing administration, or loan file management. Understands the flow from escrow closing through to funder submission. SBA 504 or CRE lending background preferred.
- Deadline management under pressure — Track record of managing time-sensitive, multi-party document collection processes.
Comfortable holding multiple loans at different stages simultaneously without dropping items.
- Financial spreading — Able to enter and review interim financial statements (P&L;, balance sheet) and tax returns in a loan management system. Able to draft concise financial summaries using a standard template. Not required to perform independent credit analysis — but must understand what the ratios mean and when to escalate.
- Document management & accuracy — Meticulous with document tracking, naming, and filing.
Understands that incomplete or misfiled documents in a regulated SBA submission context create real compliance risk.
- Written communication — Strong written English for drafting follow-up emails to title companies, escrow officers, and insurance agents using pre-approved templates. Professional and clear even when managing unresponsive parties.
- Systems proficiency — Comfortable in commercial loan management platforms and MS Word/Excel. Ventures experience is a solid advantage;
experience with SharePoint for document management is helpful.
PREFERRED BACKGROUND
- Prior experience at an SBA CDC, non-bank CRE lender, or title and escrow company
- Familiarity with SBA 504 post-closing documentation requirements and SBA checklist structure
- Experience preparing or reviewing SBA submission packages or condition clearance files
- Exposure to working with US-based clients in an offshore or remote delivery model
- Experience with Ventures loan management system
📌 Expert Network Recruiter (Pune)
🏢 Finsight Research
📍 Pune
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.