Closer

• Support the Correspondent Division ARC team and Commercial Loan Officers with analytical, marketing, and documentation support for interest rate hedging activity
• Provide borrower presentations and review and submit credit memos for hedge approval
• Review customer credit analyses and borrower hedging requests
• Communicate with Commercial Lenders and borrowers
• Review legal closing documents and draft Rate Conversion Agreements
• Schedule closings and communicate with internal and external stakeholders
• Coordinate with the ARC trading desk to ensure trades are executed correctly
• Complete work within department guidelines, accurately and on time
• Research and analyze financial data and prepare reports of financial position
• Price basic interest rate derivatives, including swaps, caps, floors, and collars
• Communicate with customers, CPAs, and internal company comptrollers regarding financial statements, accounting methods, derivative pricing, and related information
• Undertake special projects related to the job function

Hedge Closer supporting SouthState Bank’s commercial lending and interest-rate hedging operations

Hedge Closer

Hedge Closer supporting SouthState Bank’s commercial lending and interest-rate hedging operations. Analyzing financial data, pricing derivatives, and coordinating borrower closings and trading-desk execution.

• Review and process loans for compliance with state and local Housing Finance Agency (HFA) bond program requirements
• Validate bond loan documentation
• Ensure compliance with bond program guidelines, including first-time homebuyer requirements and associated down payment assistance programs
• Coordinate with bond administrators and agencies to resolve documentation deficiencies
• Submit required bond packages and maintain program-specific tracking logs
• Prepare and deliver correspondent loan files to investors within required service-level agreements
• Review investor-specific purchase advice and delivery requirements
• Monitor outstanding conditions and coordinate with correspondent partners to obtain missing documentation
• Ensure loans are accurately boarded and delivered through investor platforms
• Resolve funding, purchase, and shipping exceptions to ensure timely purchase of loans
• Identify and correct documentation deficiencies, compliance exceptions, and data integrity issues
• Maintain accurate records and audit trails for all loan files
• Support internal and external audits related to post-closing activities
• Track loan inventory and manage post-closing pipelines to meet purchase and delivery deadlines
• Prioritize aged loans and escalate unresolved issues as necessary
• Communicate status updates to management and business partners
• Meet established productivity, quality, and turnaround time standards.

Post Closer ensuring compliance with loan documentation in a fully remote role

Post Closer

Post Closer responsible for reviewing and auditing closed loan files for compliance. Ensuring documentation meets investor and regulatory requirements in a remote position.

• Support with day-to-day Wholesale Lending initiatives including processing, reviewing, reporting, trading and issue resolution through lending technical expertise.
• Monitoring the bank’s lending operations to ensure compliance with relevant regulatory requirements.
• Collaboration with teams across the bank to align and integrate Wholesale Lending processes.
• Identification of areas for improvement and providing recommendations for change in Wholesale Lending processes.
• Development and implementation of Wholesale Lending procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on Wholesale Lending performance and communicate findings to internal senior stakeholders.
• Participation in projects and initiatives to improve Wholesale Lending efficiency and effectiveness.
• Use experience to help deliver timely, accurate settlements in a fast-moving market.

Assistant Vice President supporting Wholesale Lending operations and managing loan trades

Assistant Vice President working on Wholesale Lending operations, managing Distressed closings in a fast-paced environment. Delivering accurate settlements and collaborating with teams in compliance and reporting.

• Thoroughly reviews loan files to confirm all conditions are cleared and file is ready to close
• Prepare closing documents ensuring quality, correct closing fees, and proper closing conditions
• Verify information for accuracy, such as legal names, legal address, terms, price, rate, title work, and hazard
• Review and deliver the Closing Disclosure, ensuring that the loan meets program guidelines, compliance, and company policies
• Set up funding to send wire to title company for disbursement of funds
• Maintain a closing pipeline, adhering warehouse wire time limitations, contract closing dates, and delivering complete closed loan files in a timely manner

Loan Closer preparing closing documents and funding transactions at UHM.

TPO Closer

Loan Closer preparing and verifying closing documents for loan transactions at UHM. Ensuring compliance with program guidelines while managing closing pipelines

• Process and support core operational functions within Commercial Loan Specialty Financing
• Maintain in-depth knowledge of functions within the Specialty Finance groups
• Serve as main contact point with Specialty Finance teams and other financial institutions
• Analyze all incoming loan approval packages for processing
• Manage all aspects of deal from post approval to closing
• Complete standard and non-standard document review related to funding transactions
• Initiate loan activity as instructed by the client
• Calculate and track complex interest and fee accruals
• Research issues for relationship managers and escalate past due principal, interest, and fees
• Provide leadership in enhancing processing activities to ensure exceptional customer experiences
• Train designated team member(s) on the end-to-end process

Commercial Specialized Lending Closer processing operational functions in finance

Commercial Specialized Lending Closer

Commercial Specialized Lending Closer processing operational functions within Specialty Finance. Collaborating with finance teams and ensuring compliance with legal requirements in closing transactions.

• Manage the closing process for home equity investment transactions, ensuring all necessary documents are accurately prepared.
• Serve as a point of contact for homeowners during the closing process, providing updates and addressing any inquiries or concerns.
• Communicate proactively with your production teammates, escrow agents, and title agents throughout the investment closing process.
• Coordinate with settlement agents to prepare final Closing Disclosures by ensuring all charges have been included, and tolerances for each section of the Closing Disclosure have been met.
• Work with title companies to organize notary appointments.
• Prepare a file for funding by reviewing executed documents for completeness.
• Stay informed about industry trends, regulations, and best practices to enhance the efficiency and effectiveness of the closing process.
• Review the team’s funding documents, set up wires, and communicate with the title company to ensure timely and accurate disbursements.
• Provide coverage for team members who are out of office.
• Step in to support the team when the Closing Manager is out.

Senior Closer managing home equity investment transactions for Splitero

Senior Closer

Senior Closer managing home equity investment transactions. Collaborating with homeowners and third-party vendors for a smooth closing experience.

• Communicate over the phone and in writing with borrowers regarding payment dates and amounts
• Validate payment information
• Generate monthly billing statements
• Process monthly mortgage payments
• Disburse escrow payments
• Review insurance policies for adequate coverage and payment
• Issue transfer notices
• Perform other duties as assigned

Post Closer - Interim Servicing Specialist supporting mortgage-related business strategies

Post-Closer Interim Servicing Specialist I

Post Closer - Interim Servicing Specialist charged with answering borrower inquiries and processing mortgage payments. Responsibilities include generating statements and maintaining billing information with a focus on precision and communication.

• Ensures an “investment” quality loan through complete and thorough analysis and review of all closing documentation.
• Will work within guidelines set by the lender and other standard, state and federal guidelines by FNMA, FHLMAC, FHA, VA and USDA to ensure all documents are correct and all terms of the loan are met.
• Review loan files to verify that all closing conditions and underwriting requirements have been satisfied prior to closing and funding.
• Confirm accuracy of title commitments, vesting, legal descriptions, homeowner's insurance, flood determinations, tax information, and other required closing documentation.
• Prepare, review, and coordinate closing packages to ensure compliance with company, investor, and regulatory guidelines.
• Identify and resolve documentation, compliance, or funding issues by collaborating with loan officers, processors, underwriters, title companies, settlement agents, and other parties involved in the transaction.
• Exercise sound judgment when reviewing loan files, escalating exceptions, discrepancies, or potential risks as appropriate.
• Communicate effectively with borrowers, internal teams, and external partners to facilitate smooth and timely closings.
• Assist with the training of new closing team members as needed.
• Maintain accurate loan records and ensure all documentation is completed, received, and properly retained.
• Uphold a professional image and conduct that reflects the company's values, policies, and commitment to customer service.
• Maintain a high level of confidentiality and security when handling borrower information, company records, and sensitive documentation.
• Perform other duties and special projects as assigned.

Closer ensuring accurate and compliant loan transactions at Ruoff Mortgage

Closer ensuring loan transactions are accurate and compliant at Ruoff Mortgage. Responsible for reviewing files, coordinating with teams, and preparing loans for closing.

• Review mortgage loan files to identify and clear outstanding conditions prior to closing.
• Manage loans through the final stages of the mortgage closing process.
• Prioritize and manage an active closing pipeline based on scheduled closing dates.
• Coordinate with Processors, Underwriters, Funding, and Team Leads to ensure timely closings.
• Resolve closing issues while keeping transactions on schedule.
• Prepare and issue Closing Disclosures (CDs) to borrowers and settlement agents in accordance with CFPB and TRID timing requirements.
• Ensure Closing Disclosures are acknowledged prior to document preparation.
• Generate complete closing packages for settlement agents.
• Verify the accuracy of closing documentation before release.
• Maintain accurate loan documentation throughout the closing process.
• Partner with title companies and closing agents throughout the closing process.
• Confirm closing costs and review final settlement figures.
• Ensure all required closing documents and conditions have been received.
• Communicate outstanding items necessary to successfully complete transactions.
• Respond to questions and resolve issues related to scheduled closings.
• Ensure compliance with CFPB, TRID, agency, investor, and company guidelines.
• Maintain current knowledge of federal, state, and local mortgage regulations.
• Verify loan information for accuracy prior to closing.
• Maintain complete and compliant loan records.
• Support quality standards that minimize post-closing corrections.
• Enter and maintain accurate loan information within Encompass and the Loan Origination System (LOS).

Closer managing final stages of mortgage loan lifecycle at eLEND

Closer responsible for delivering operational excellence in mortgage loan lifecycle at eLEND. Collaborating with internal teams and ensuring accurate closings in compliance with regulatory requirements.

• Reviewing contracts.
• Responsible for researching property records and preparing documents and information for real estate transactions.
• Opening and ordering searches for files.
• Importing title searches.
• Preparing title commitments, closing disclosures.
• Preparing buyer and seller documents.
• Clearing title issues (i.e. lien, quite title, title vesting issues, etc.).
• Communicate with buyers to confirm correct information for contacts.
• Communicate with realtor to confirm correct transactional information.
• Other duties as required.

Licensed Title Agent/Closer facilitating property transactions in Pennsylvania

Closer, Title Agent

Licensed Title Agent/Closer at Steel City Title assisting with real estate transactions. Reviewing contracts and preparing closing documents while delivering high-quality customer service.

• Prepare, review, and finalize Closing Disclosures (CDs) to ensure accuracy, completeness, and compliance with TRID, RESPA, and applicable federal and state regulations.
• Obtain and validate final closing details from settlement agents and conveyancing attorneys.
• Finalize funding figures, including confirmation of final wire amounts and verification of wiring instructions.
• Ensure Closing Disclosures and closing packages are released in advance of closing.
• Review loan closing packages for completeness and accuracy prior to release.
• Distribute finalized Closing Disclosures and closing documentation to settlement agents, attorneys, brokers, and borrowers.
• Coordinate with internal departments to ensure loans continue to progress and all closing deadlines are met.
• Monitor rate lock expirations.
• Track scheduled loan closings and maintain regular communication.
• Update the Loan Origination System with final closed loan data.
• Maintain settlement agent and attorney files.
• Assist settlement agents and attorneys before and at closing to resolve issues.
• Respond to internal and external audit requests.
• Support the Post Closing team by assisting with trailing documents.

Residential Loan Closer managing mortgage process at Leader Bank

Residential Loan Closer managing final stages of residential mortgage process at Leader Bank. Ensuring accurate, compliant, and timely loan closings while collaborating with various stakeholders.

• Auditing loan files to prepare Closing documents
• Ensuring timely and complete closing packages
• Collaborating with Processing/Underwriting team and title company

Closer responsible for auditing loan files for timely closing documents

Closer II

Closer responsible for auditing loan files and preparing closing documents at NFM Lending. Collaborating with teams to ensure compliance and timely closings with attention to detail.

• Engage with qualified business prospects
• Conduct discovery and sales conversations
• Address client needs
• Confidently close deals for services
• Work closely with appointment-setting and sales teams to convert opportunities into long-term clients

B2B Closer engaging business prospects and closing deals for services

B2B Closer

B2B Closer engaging qualified business prospects and closing deals for services. Collaborating with teams to convert opportunities into long-term clients.

• Prepare and review closing documents, including Closing Disclosures (CD), Notes, Mortgages, and other required documents.
• Collaborate with title companies and attorneys to ensure closing packages are accurate and compliant.
• Balance figures with title agents and verify wire instructions and funding conditions.
• Ensure loans are closed and funded according to the scheduled date.
• Maintain knowledge of TRID, RESPA, TILA, and other applicable regulations.
• Confirm loan terms match the final underwriting approval.
• Verify and coordinate disbursement of funds through wire transfers.
• Respond promptly to internal and external inquiries regarding closings.
• Ensure compliance with investor and company guidelines throughout the closing process.

Closer jobs in United States

See all jobs on JobTailor

Hedge Closer

Post Closer

Closer

TPO Closer

Commercial Specialized Lending Closer

Senior Closer

Post-Closer Interim Servicing Specialist I

Closer

Closer

Closer, Title Agent

Closer

Closer II

B2B Closer

Closer