Post Closing Specialist

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
Mid level
Fintech • Software • Financial Services
The Role
Perform post-closing review and follow-up for commercial loan documentation to ensure completeness, accuracy, and regulatory compliance; collaborate with internal teams, respond to stakeholders, support audits, and maintain loan servicing logs.
Summary Generated by Built In
Job Summary & Responsibilities
Responsibilities include but are not limited to:
  • Perform post-closing review of required loan closing documents for accuracy and completeness; review loan approval; read and review commitment letters if applicable.
  • Ensure all closing documents and regulatory documents are provided to properly evidence the loan and perfect the bank's security interest.
  • Perform post-closing follow up with lenders and legal counsel for missing or corrected documents, and obtain proper approvals to waive required items if necessary.
  • Respond to questions concerning loan documentation from lenders, legal counsel or other bank colleagues.
  • Follow up to ensure all loan closing packages are received timely from various lending teams and provide direct communication and timely reporting to all business lines -- escalate items to Management when needed.
  • Collaborate with internal departments (closing, funding, booking, and quality control) to resolve discrepancies or missing documentation.
  • Ensure adherence to established service standards, including maintaining confidentiality of work-related information and materials.
  • Effectively use interpersonal and communications skills, including tact and diplomacy, and maintain a cooperative and professional manner with internal and external customers.
  • Support audit and internal review requests.
  • Accurately complete the post-closing information on the Enterprise Loan Servicing Log.
Preferred Qualifications
Required Skills:
  • Strong knowledge of commercial lending and commercial real estate documentation.
  • Ability to review loan documentation for completeness and accuracy
  • Knowledge of FCM/ImageCentre loan imaging system.
  • Knowledge of IBS core system.
  • Strong oral and written communication skills.
  • Proficient computer skills including general understanding of databases and Microsoft Word/Excel.
  • Strong attention to detail, accuracy and follow through.
  • Ability to handle multiple tasks simultaneously.
Required Experience:
  • High School Diploma or GED equivalent and a minimum of 3 years of experience with commercial documentation and commercial banking/lending experience. Basic proficiency in Adobe Acrobat and intermediate proficiency in Microsoft Office including Outlook, Excel and Word.
Preferred Experience:
  • Familiarity with loan documents and prior experience in IBS core system, loan operations or FCM/ImageCentre.

Skills Required

  • High School Diploma or GED
  • Minimum of 3 years commercial documentation and commercial banking/lending experience
  • Strong knowledge of commercial lending and commercial real estate documentation
  • Ability to review loan documentation for completeness and accuracy
  • Knowledge of FCM/ImageCentre loan imaging system
  • Knowledge of IBS core system
  • Basic proficiency in Adobe Acrobat
  • Intermediate proficiency in Microsoft Office (Word, Excel, Outlook)
  • Proficient computer skills including general understanding of databases
  • Strong oral and written communication skills
  • Strong attention to detail, accuracy and follow through
  • Ability to handle multiple tasks simultaneously
  • Familiarity with loan documents and prior experience in IBS core system, loan operations or FCM/ImageCentre

Valley Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.

  • Healthcare Strength Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
  • Leave & Time Off Breadth Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
  • Retirement Support Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.

Valley Bank Insights

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The Company
HQ: Morristown, New Jersey
3,595 Employees
Year Founded: 1927

What We Do

At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.

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