Here are our core values.

Passion

We care deeply about our team’s success as well as the success of the small businesses we serve.

Integrity

We hold ourselves to high standards. We do things right and stand behind our work.

Ingenuity

We find solutions. We are problem solvers. We look for creative solutions to help our clients achieve their goals of owning their own buildings.

Efficiency

We know that every day counts in real estate. We also know that financing is not the fastest part of the process. We strive to be nimble and responsive to meet our clients’ timelines.

Teamwork

We know that the best outcomes are achieved when we work together. We believe in collaboration and open communication.

Results

We are focused on results. We are committed to making a difference to small business owners, our real estate and lending partners, and our employees.

Careers

Want to join our team?

We offer incredible benefits

We don’t offer manicures and massages, but we do offer 100% covered health insurance, a matching 401k plan, competitive salaries, and monthly fitness reimbursements. We invest in our employees’ success and wellbeing and want our employees to feel invested in our success.

Current Openings

If you are passionate about helping small businesses grow, check out our open positions:

Closing Specialist – San Francisco Office, Financial District

Capital Access Group has a high-growth opportunity for a full-time Closing Specialist who wants to grow their career with a financial services company that has been helping small businesses grow and thrive for 40 years. The Closing Specialist’s primary role is to ensure that the client files that are transferred to our Closing Department meet the requirements and deadlines to expedite the debenture funding.

The Closing Specialist is responsible for quarterbacking the loan closing process by working closely with both internal and external contacts, including loan officers, closing attorneys, clients, bankers, and brokers to ensure a smooth funding transaction. The Closing Specialist works closely with the SVP-Portfolio Manager to manage the pipeline efficiently and ensure timely execution of all projects cleared for closing and funding.

Responsibilities:
• Collaborate with the borrower, attorneys, banks, title companies, and any other parties involved in the transaction to ensure necessary documents are collected on time
• Lead the closing process as the point person for borrowers, title and bank closing teams
• Verify final loan structure and work closely with underwriting team to ensure post-approval changes are addressed properly
• Ensure all required documents are collected and signed - work closely with closing attorneys
• Prepare loan closing packages upon closing attorney’s file review
• Facilitate internal and external communication between all parties involved in the transaction (co-workers, clients, bankers, real estate brokers) via phone, email, written documentation, and digital platforms
• Correct any discrepancies that may arise based on the Central Servicing Agent’s review to ensure funding deadlines are met
• Confirm close of escrow and coordinate with bank and escrow company on timing for signing and recording.
• Work closely with SVP-Portfolio Manager to provide accurate and timely updates to Fundings Reports and Projections

Qualifications:
• Two years of related experience in any of the following fields is preferred: Banking/Lending, Financial Services, Legal, FinTech, SBA 504 or 7a Program, or Title/Escrow
• Excellent communication skills are essential - both phone and email
• Detail-oriented - ensure a high degree of accuracy
• Excellent organizational skills - manage and track multiple projects simultaneously
• Proficiency in Microsoft Office applications (Word, Excel, Outlook). Salesforce experience is a plus.

If interested, please email your resume in PDF format to jobs@capitalaccess.com.

Team Leads

Jacklyn Jordan

President & CEO

Alan Jung

Senior Vice President,
Chief Credit Officer

David Simmons

Senior Vice President,
Closing & Servicing

Claudia Cohen

Senior Vice President,
Director of Marketing

Jenny Tice

Business Development

Our Partners

We are one of the leading Certified Development Companies (CDCs) in the U.S. and have become one of the most trusted lending partners for a reason. With over 30 years of experience, real estate brokers and bankers turn to us for a partner they can count on. Let us put our expertise to work for you.

For Commercial Real Estate Brokers:

We know that timing is everything in real estate transactions. We understand the importance of timelines and know that a few days can make a big difference. Our approval turnaround time consistently ranks as one of the fastest in the nation, typically more than five days faster than the national average. We coordinate amongst all parties involved in the transaction to help ensure a smooth approval process and a timely close.

If your client is looking into financing options, start with us. A pre-qualification letter from us gives your client an edge over other prospective buyers. By getting pre-qualified when they start looking for a building, they will be ready to move fast as soon as they find the right one. Even if 504 financing does not end up being the best option for them, we can help guide you to other options that might be a better fit.

Want a customized rate sheet to help market your property or a Lease vs. Own comparison? Call us with the details and we will create a custom sheet for you or your buyer. You can also see what monthly payments would look like by using our Loan Calculator.

For Bankers or Lending Partners:

We know that the best outcomes are achieved by working together. We communicate effectively and work efficiently to move our deals from approval to closing smoothly and quickly.

If you are wondering if your client is eligible for 504 financing, start with us. We can prequalify them so they know their options. We can help get you to the right place even if it turns out that 504 financing is not the best fit.

Want to know what monthly payments would look like with a 504 loan? Check out our Loan Calculator. You can even email the results to yourself or your client. We can help get you to the right place, even if it turns out that 504 financing is not the best fit.