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Robert Half

Loan Closer Intermediate

Career Insights for Loan Documentation Specialist

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Based on Ohio data

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What they do

A Loan Documentation Specialist reviews applications for loans and assists with the process of evaluating loans. Prepares, organizes and verifies the documents and reports required for a loan application. Monitors the loan application and approval process and may assist customers with loan payments. May specialize in mortgage, business or other types of loans.

$47,356 / year median in Ohio

-9% projected decline

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Job Description

We are looking for a detail-oriented Loan Closer Intermediate to join a team in Westerville, Ohio on a Long-term Contract assignment. In this role, you will support loan modification documentation activities by reviewing approved credit requests, assembling accurate documentation, and helping ensure each file meets regulatory and internal standards. This position works closely with lending, underwriting, legal, and compliance partners in a fast-paced environment and requires strong analytical ability, sound judgment, and clear communication. The role is permanent and in office with standard business hours and occasional overtime based on workflow demands.
Responsibilities:
  • Examine approved credit requests to confirm transaction terms, structure, covenants, and support requirements before documentation is prepared.
  • Produce loan modification documents that reflect approved deal terms and comply with legal, regulatory, and internal policy expectations.
  • Confirm that pre-closing items, due diligence steps, and compliance checks are completed before documents move forward for execution.
  • Review legal and financial documentation carefully to identify discrepancies, missing information, or potential operational risk.
  • Perform quality control on documentation completed by teammates to promote accuracy, completeness, and consistency across deliverables.
  • Coordinate with underwriting, compliance, legal, and lending teams to resolve documentation issues and keep transactions moving on schedule.
  • Send completed modification packages to clients or relevant parties and track timely follow-up through final execution.
  • Manage a high-volume pipeline by prioritizing tasks effectively while maintaining service quality and turnaround expectations.