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
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 Officer – San Francisco Office (Full-Time)
About the Role
As a Closing Officer at Capital Access Group, you’ll play a key role in bringing small business dreams to life. You’ll ensure loan files meet all SBA requirements and are processed accurately, efficiently, and on time. This position combines detailed administrative work with strong relationship-building — helping our clients, lenders, attorneys, and title partners move from approval to funding with confidence.
What You’ll Do
Closing Support & Documentation Management
- Ensure files meet all closing requirements before submission.
- Audit systems and files, flagging any missing or pending items.
- Review entity documentation and confirm current business information through the Secretary of State.
- Communicate with attorneys, lenders, and escrow officers to keep closing timelines on track.
- Maintain up-to-date documentation and records, including recorded Reconveyances.
Closing Packages & File Reviews
- Prepare and submit closing packages following Streamlined Closing Procedures.
- Collaborate with attorneys and SBA counsel to resolve discrepancies and finalize documentation.
- Assist in conducting Complete File Reviews (CFR) to confirm SBA compliance and gather any missing items.
Customer Service & Communication
- Act as a liaison between Closing Attorneys, SBA partners, and internal teams.
- Answer questions about the closing process and document requirements.
- Deliver timely, professional, and client-focused communication across all channels.
CSA & Loan Funding
- Prepare and review CSA documents for accuracy and timely submission.
- Monitor alerts and follow up to ensure prompt loan funding.
- Partner with Accounting to confirm lender participation fee payments and funding confirmations.
- Keep both physical and digital loan files current and organized.
Collateral & Custody File Management
- Prepare and send collateral and custody files to SBA Service Centers.
- Track checklists and documentation to ensure proper handling.
- Manage reconveyance processes for 504 interim loans.
Administrative & Compliance Support
- Process ACH and wire confirmations, tax service requests, and compliance tasks.
- Handle mail, scanning, and document uploads for the San Francisco office.
- Assist with administrative tasks, such as obtaining signatures, filing, and creating templates.
- Provide phone and front-desk support as needed.
- Stay current on SBA updates and procedural changes through ongoing training.
What You Bring
- Bachelor’s or Associate degree or equivalent combination of education and 2–4 years of related experience.
- Experience with SBA loan documentation, CDC operations, or commercial real estate lending preferred.
- Notary certification and CRM database knowledge (Salesforce or Ventures) a plus.
- Strong time and project management skills with exceptional attention to detail.
- Clear, professional written and verbal communication.
- Excellent problem-solving skills and the ability to work both independently and collaboratively.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe.
- Outstanding customer service and professional phone etiquette.
Job Type
- Full-time position (40 hours), Monday-Friday
- San Francisco office-based position
Why Capital Access Group
At Capital Access Group (“CAG”), we’re passionate about helping small businesses grow and thrive. Join a collaborative, mission-driven team where your attention to detail and organizational skills make a real difference. CAG offers excellent benefits and competitive compensation.
Team Leaders
Meet Our Leadership
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 40 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.
Commercial Real Estate Brokers
We know that timing is everything in real estate transactions.
Bankers or Lending Partners
We know that the best outcomes are achieved by working together.
Commercial Real Estate Brokers
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.
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.