About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Confidential Client in Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This role supports transaction execution from initial mandate through closing for commercial lending activities. You will coordinate across internal teams and with clients to ensure accurate, timely loan closings and strong operational controls.

• Partner with relationship managers, treasury, and credit teams to move loan transactions from approval through closing.
• Analyze credit agreements and legal documents to identify operational requirements and execution considerations.
• Communicate with clients to collect closing materials, clarify outstanding items, and keep deliverables on schedule.
• Assemble and distribute closing packages; verify documentation meets credit terms and asset-related conditions.
• Coordinate stakeholders day-to-day to maintain deal momentum and address issues that could delay execution.
• Apply judgment and problem-solving to support transaction readiness and resolve documentation/process concerns.
• Participate in initiatives to strengthen workflows, improve procedures, and increase lending operations quality.

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Qualifications

• Bachelor’s degree in Finance, Accounting, or related field — or equivalent practical experience.
• 1–3 years of relevant experience preferred (loan origination, loan administration, commercial lending, or closely related).
• Working knowledge of LoanIQ and familiarity with syndicated loans or commercial credit transactions.
• Ability to review legal and credit documentation carefully and interpret key terms that affect operational execution.
• Strong organizational and time-management skills; able to manage multiple priorities during month-end/quarter-end.
• Effective communicator with strong stakeholder coordination skills, including direct client interaction.
• Demonstrated critical thinking, accountability, and consistency.

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Location & Schedule

This position requires permanent, in-office attendance in Charlotte, NC. Typical schedule is 9:00 AM to 6:00 PM with occasional overtime as business needs require.

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Compensation (Estimated)

• Estimated annual compensation: $65,426 (per year — estimated).

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Why Join

As a Careertakes-represented opportunity, this role is a great fit for an early-career finance professional who wants hands-on exposure to commercial lending operations and loan-closing activities. You’ll gain practical experience with loan documentation, client coordination, and systems such as LoanIQ while working alongside cross-functional teams.

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Additional Notes

• Applicants must be legally authorized to work in the United States.
• This posting is managed by Careertakes on behalf of a Confidential Client. All references to the original employer name have been replaced for confidentiality.
• Benefits and other employment details (if applicable) will be provided by the client during the hiring process.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.