Roth Staffing is looking for Private Credit Deal Closing Specialist III | Direct Lending/Private Debt Experience Required
Location: Newport Beach, CA -or- Charlotte, NC | Hybrid-4 days Onsite and 1 day Remote
Hourly Pay Rate: $58.00 -to- $65.00 on W2

Job Description:
We are seeking a highly organized and detail-oriented Deal Closing Specialist to join our Private Credit Investment Management team. The successful candidate will be responsible for coordinating deals from trade approval through funding, ensuring seamless execution and collaboration across all involved parties.

Work location Newport Beach or Charlotte 4 days on site 1 day remote

How you will make an impact:
· Due Diligence: Coordinate due diligence processes, ensuring all required information is collected and reviewed.
· Execution:
o Pipeline management across all private credit sub-teams
o Attend Investment Committee meetings and ensure deal authorization is complete and documented
o Support swap indemnity letters and deal-specific documentation
o Provide post-closing notice contacts to external parties to support asset management
o Capture and store final documents
o Ensure files are complete post-closing, and serve as point of contact for internal teams regarding deal documentation
o Confirm payoff details and assist in reconciliation of special situations.
· Coordination: Serve as the primary point of contact between internal teams (legal, operations, treasury, compliance, risk management) and external stakeholders (banks, legal advisors).
o Coordinate communications between internal and external stakeholders
o Coordinate trade ticket completion
o Coordinate various closing elements including receipt of pricing confirms and funding notices, provision of purchaser information, and completion of document execution
o Coordinate communication of portfolio allocations, signatures on legal documents, and deal set-up in the surveillance system
o Maintain clear and consistent communication with all parties involved in the deal, providing regular updates on progress and addressing any issues that arise.
· Compliance: Ensure all deals comply with internal policies and closing process is complete (e.g. OFAC).
· Reporting: As needed, generate and present reports on deal status, highlighting any potential risks or delays.
· Expertise and Innovation: Leverage specialized depth and breadth of experience to serve as an expert in private credit deal closing. Enhance the function while applying functional knowledge and existing methodologies to solve complex problems and recommend best practices with new perspectives.
· Leadership and Independence: Work independently with minimal guidance, acting as a resource for colleagues with less experience. May lead functional teams or projects, ensuring seamless execution and collaboration across all involved parties.

What will make you stand out:
· Proven experience in managing multiple stakeholders and multiple tasks simultaneously
· Strong organizational, multitasking and project coordination skills
· High attention to detail and accuracy
· Familiarity with legal documentation and compliance requirements
· Excellent communication and interpersonal skills
· Ability to work under pressure and meet tight deadlines

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.