Loan Closer

Taylor Hodson Staffing
New York, NY

Loan Closer

Location: New York, NY

A leading global investment management firm is seeking an experienced Loan Closer to join its New York-based team. This is a fully onsite opportunity supporting the execution, coordination, and closing of complex loan transactions within a fast-paced investment environment.


The ideal candidate will bring prior experience closing syndicated loans, leveraged loans, private credit transactions, or similar debt instruments and possess a strong understanding of the loan closing process from documentation through funding.


Responsibilities

  • Coordinate and manage all aspects of the loan closing process from deal execution through settlement and funding
  • Review and process loan documentation, credit agreements, assignment agreements, funding notices, and related transaction materials
  • Partner closely with internal investment professionals, legal teams, counterparties, agents, and external stakeholders to facilitate successful closings
  • Track transaction milestones, funding deadlines, and closing requirements to ensure timely execution
  • Prepare and maintain closing checklists, transaction records, and supporting documentation
  • Resolve closing and settlement issues by coordinating with relevant parties and escalating where necessary
  • Monitor post-closing activities and ensure all documentation is complete and accurately maintained
  • Support multiple transactions simultaneously while maintaining exceptional attention to detail

Qualifications

  • 4–10 years of experience in loan closing, loan administration, loan operations, leveraged finance operations, private credit operations, or a related function
  • Experience supporting syndicated loans, leveraged loans, private credit transactions, or similar debt products
  • Strong understanding of loan documentation, funding mechanics, and transaction workflows
  • Ability to coordinate effectively across legal, operations, treasury, and investment teams
  • Exceptional organizational skills with the ability to manage competing priorities in a deadline-driven environment
  • Strong analytical and problem-solving abilities
  • Advanced proficiency with Microsoft Excel and other financial systems
  • Bachelor's degree preferred

What We're Looking For

  • Highly detail-oriented professional who thrives in a fast-paced transactional environment
  • Strong communicator capable of working with senior internal stakeholders and external counterparties
  • Ability to take ownership of transactions and drive them to completion with minimal oversight
  • Team-oriented mindset with a proactive approach to problem-solving

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