ORIX
Financial Services
SeniorAssociate,Operations&Closing
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Associate, Operations & Closing at ORIX. Skills: Loan closing, Transaction execution, Portfolio management. Lead loan closing and funding execution. Ensure transactions are accurately documented”
What You'll Achieve.
Ensure timely close; Ensure clean funding; Ensure seamless integrations; Ensure transaction-level accuracy; Ensure transaction-level control; Ensure transaction-level consistency
Industry & Context.
Issue resolution; Issue triage
What They're Looking For.
Must Have
Bachelor's degree in Finance, Real Estate, Accounting, or related field, 5+ years of experience in CRE loan closing, transaction management, or portfolio operations, Document control discipline, Project management discipline, High attention to detail, Ability to manage multiple transactions under tight timelines, Clear and professional communication, Ability to proactively identify issues, Ability to drive alignment, Ability to close execution gaps
Nice to Have
Experience with complex CRE loans, Experience with structured financings, Experience supporting system implementations, enhancements, and/or integrations
What You'll Do.
Lead loan closing and funding execution
Ensure transactions are accurately documented
Ensure transactions are funded in line with credit
Act as central operational coordinator
Drive seamless integrations into portfolio management
Drive seamless integrations into reporting processes
Support broader investment activity
Ensure transaction-level accuracy
Ensure transaction-level control
Ensure transaction-level consistency
Support platform enablement
Support fund execution
Support securitization readiness
Support investor deliverables
Manage closing timelines
Confirm completeness of deliverables prior to funding
Ensure consistency with internal procedures
Ensure consistency with internal controls
Own closing operations
Coordinate title/escrow
Track conditions precedent
Execute loan documentation
Prepare lender's statements
Prepare settlement statements
Reconcile lender's statements
Reconcile settlement statements
Compile funding packages
Deliver funding packages
Coordinate wire requests
Coordinate wire approvals
Coordinate wire timing
Complete post-closing deliverables
Complete closing packages for downstream partners
Coordinate loan boarding
Transition loans to Asset Management
Transition loans to Servicing
Support capital markets activities
Support financing activities
Support securitization transactions
Support pool formation
Support closing readiness
Interface with note administrators
Interface with investors
Interface with financing counterparties
Interface with rating agencies
Deliver transaction-related materials
Track loan modifications
Track loan documentation
Maintain document control
Maintain version control
Maintain audit-ready records
Support management of third-party vendor relationships
Support management of vendor contracts
Maintain centralized inventory of agreements
Coordinate vendor onboarding
Coordinate contract renewals
Coordinate contract amendments
Monitor vendor performance
Track vendor documentation
Track vendor compliance requirements
Track vendor approvals
Track vendor service levels
Administer vendor licenses
Administer vendor user access
Support oversight of team technology needs
Ensure tools align with execution requirements
Assist with coordination of system implementations
Assist with execution of system implementations
Assist with coordination of system enhancements
Assist with execution of system enhancements
Assist with coordination of process improvements
Assist with execution of process improvements
Serve as day-to-day point of contact for system
Serve as day-to-day point of contact for issue
Promote consistent system usage
Promote adherence to defined processes
Promote adherence to data standards
Support maintenance of process documentation
Support maintenance of user guides
Support maintenance of training materials
Identify workflow improvement opportunities
Escalate recommendations for system enhancements
How You'll Work.
Team & Collaboration
Cross-functional coordination; Internal and external stakeholders; Across Credit, Legal, Treasury, Asset Management, Capital Markets
Communication Scope
Professional communication
Process & Methodology
Project management discipline, Checklists, Trackers, Issue resolution
Full Job Description
**Purpose and Job Summary** Lead the execution of CRE loan closing and funding within a commercial real estate debt investment platform, ensuring transactions are accurately documented, and funded in line with credit approvals, financing requirements, and internal controls. Act as the central operational coordinator across Credit, Legal, Treasury, Asset Management, and Capital Markets, driving timely close, clean funding, and seamless integrations into ongoing portfolio management and reporting processes. Support broader investment activity—securitization readiness, transfers, and investor deliverables—by ensuring transaction-level accuracy, control, and consistency. The Senior Associate will report to the Head of Operations and Closing within the Real Estate Investment Strategies team and serve as a key cross-functional operator, working across internal and external stakeholders, to execute transaction closings and support ongoing portfolio management activities. In addition to transaction execution, the role supports broader platform enablement through fund execution support (including securitization readiness and investor deliverables), disciplined document control, vendor/contract coordination, and operational technology support to improve process consistency and execution efficiency. **Essential Duties & Responsibilities** Closing and Funding Coordination * Lead end-to-end execution of loan closings from credit approval through funding and post-close completion. * Manage closing timelines and issue tracking; confirm completeness of deliverables prior to funding and ensure consistency with internal procedures and controls. * Own closing operations, including title/escrow coordination, conditions precedent tracking, and execution of loan documentation (signature collection and authority verification). * Prepare, review, and reconcile lender’s statements, settlement statements, and sources/uses; ensure accuracy of all closing economics. * Compile and deliver compl
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