Summary: The Assistant Closing Coordinator supports SBA 504 loan closings from approval through funding, ensuring files are complete, compliant, and on schedule. Highlights: 1. Supports SBA 504 loan closings from approval through funding 2. Assists in building complete closing files and maintaining compliance 3. Receives hands-on training for full ownership of loan closings Capital Access Group is a high-volume Certified Development Company (CDC) based in San Francisco. We partner with the U.S. Small Business Administration and local lenders to provide SBA 504 financing: long-term, fixed-rate loans that help small businesses purchase, build, and refinance owner-occupied buildings. We're a small, tenured team in San Francisco's Financial District, guided by integrity, efficiency, teamwork, and results. Learn more at www.capitalaccess.com. Job Description The Assistant Closing Coordinator supports SBA 504 loan closings from approval through funding, keeping each file complete, compliant, and on schedule for a fixed monthly funding calendar. Responsibilities include: • Assist in building complete closing files - gather each loan's documentation, including entity formation documents, title, appraisal, insurance, and SBA approvals, for the closing attorney, and confirm each business is active and in good standing. • Keep loan details consistent - cross-reference names, dates, loan amounts, and terms across the SBA approval, any approved changes, and loan documents. • Manage insurance compliance - review certificates and endorsements against CAG and SBA requirements, follow up until each one is met, and coordinate life insurance assignments. • Maintain insurance records - load insurance information into Ventures, set renewal ticklers, and keep existing loans current as policies renew. • Keep files moving through SBA - upload loan documentation, set up and update borrower ACH information, and resolve SBA attorney comments promptly. • Close out every file - confirm recorded documents and the final title policy are in hand, and complete post-close clean-up. SBA 504 closing is specialized work. The Assistant Closing Coordinator brings a sharp eye for detail and solid transaction experience, and CAG provides hands-on training in everything specific to SBA 504 closings, building toward full ownership of loan closings from start to finish. What We're Looking For • Two or more years of experience in loan signing, loan closing, real estate escrow or title, loan documentation, or a comparable transaction-management role. • Exceptional attention to detail with a track record of catching errors in complex document sets. • Clear, warm, and efficient written and verbal communication, including the ability to explain technical requirements to borrowers who are not finance professionals. Most of this job happens over email. • Notary Public commission, or willingness to obtain one. • Proficiency with Microsoft Office Suite and Google Workspace. • Comfort working across multiple web-based lending, government, and vendor platforms. • A high degree of professional discretion in handling confidential borrower and financial information. Strongly Preferred • Experience with real estate transactions or property transfers. • Experience preparing, reviewing, or executing loan and closing documents. • Experience gathering and tracking required documentation to meet compliance or funding deadlines. • Bachelor's degree in business, finance, real estate, or a related field, or equivalent practical experience. What We Offer • Competitive pay • 100% employer-covered medical insurance • Retirement plan with employer match • Generous holidays, plus paid time off and sick days • Commuter benefit • Monthly wellness stipend • Hands-on training and professional development How to Apply Send your resume with "Assistant Closing Coordinator - [Your Name]" in the subject line. In the body of your email, tell us in a few sentences about a time you caught an error in a document or transaction before it became a problem: what you noticed, how you caught it, and what you did next.
Craigslist · HR
Craigslist · HR
