Date: Aug 8, 2025
Primary Location: Greensboro, NC, US
Company: Lincoln Financial
Alternate Locations: Charlotte, NC (North Carolina); Greensboro, NC (North Carolina)

THE ROLE AT A GLANCE

We are looking to add a Closing and Servicing Specialist to the Commercial Mortgage and Real Estate Investments team to work in the Charlotte or Greensboro office 4 days per week with an option to work remotely on Fridays. In this position, you will provide experienced support as part of the Closing and Servicing team in the annual closing of $2.5+ billion of commercial mortgage investments. As the ideal candidate, you will grow your responsibilities with title/survey issues, commercial loan documentation and leases, and will support a team that manages a $16 billion commercial mortgage loan portfolio.

WHAT YOU’LL BE DOING

• Interfacing with internal and external stakeholders, including production officer, production analyst, correspondent, borrower, in-house counsel, outside counsel, title company, accounting, treasury, servicing, portfolio management, and asset management personnel proactively to ensure loans are closed timely.
• Managing and communicating transaction timelines to internal and external partners to verify all appropriate deadlines are met.
• Identifying the legal and business risks associated with each mortgage loan investment being closed.
• Performing pre-and post-closing functions including managing closing checklist to ensure completion and receipt of all required documents to review and close the loan.
• Reviewing loan documentation, third party due diligence reports, title, survey, and insurance documentation for compliance with Lincoln’s requirements.
• Transmitting loan information and documentation to servicing, asset management, accounting, and other departments, as necessary.
• Reviewing loan settlement statements prepared by the escrow agent for accuracy.
• Updating internal systems to ensure that appropriate internal reporting data reflects current information for the transaction.
• Keeping management, deal team, borrower, and other parties informed of potential problems or delays and makes recommendations.
• Working on projects and team initiatives as requested.