Lender Liaison II

Real Estate One Inc.Traverse City, MI

About The Position

Capital Title Insurance Agency is a highly regarded Title agency in Michigan that sets the standard for serving real estate professionals, lenders, sellers, and buyers. We are committed to performing all necessary functions in-house and in the shortest possible time. We are currently seeking an experienced Lender Liaison II for our Traverse City Region.

Requirements

  • 3-4 years of experience in the title industry, including a basic understanding of title documents, strong attention to detail, and accurate data-entry skills.
  • Excellent computer skills including Word, Excel, and Outlook.
  • Excellent oral, written, and language skills to be able to read and comprehend simple instructions, short correspondence, and memos.
  • Ability to write clear, effective, and error-free correspondence.
  • Responds well to internal and external customer questions, demonstrates group presentation skills, and speaks clearly and persuasively in positive and negative situations.
  • Excellent mathematical skills, including the ability to add, subtract, multiply, and divide in all units of measure using whole numbers, fractions, and decimals.
  • Ability to compute ratios, rates, and percentages.
  • Strong math and analytical skills are required.

Nice To Haves

  • Ability to apply common sense understanding to carry out detailed written or oral instructions.
  • Ability to deal with problems involving a few concrete variables in standardized situations.
  • Generates sensible, realistic, and/or practical solutions to problems.
  • Puts the organization’s interests above self; ability to remain consistent in terms of what one says and does in terms of behavior towards others.
  • Identifies problems and opportunities; Relates and compares data from different sources.
  • Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others’ ideas and tries new things.
  • Prioritizes and plans work activities; Uses time efficiently; Able to plan a course of action for self to ensure the accomplishment of specific objectives.
  • Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Contributes to building a positive team spirit.
  • Demonstrates accuracy and thoroughness in work and research activities; Strong attention to detail; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality; Meets productivity standards; Completes work in a timely manner by exhibiting a sense of urgency with all files and/or outstanding issues associated with the files.
  • Flexes; Adjusts quickly to changing priorities.
  • Has the ability to work independently without direct supervision; Volunteers readily; Asks for and offers help when needed.
  • Provides superior customer service by anticipating the needs of the customer, Maintains, and grows the Capital Title’s business by responding and following up on all file inquiries in a timely, professional manner; Has a strong sense of urgency by responding to requests for service and assistance and meets commitments; Makes each customer feel their needs are top priority; Solicits customer feedback to improve service.
  • Exhibits understanding, practices, and focuses on the company values - EXCITE, Excellence, Caring, Integrity, Teamwork, and Empowerment.

Responsibilities

  • Strong familiarity with lender portals and Closing Disclosure Forms.
  • Understand and comply with TRID regulations.
  • Inform appropriate parties of the closing date set by the lender.
  • Ensure funds are receipted and disbursed in file balance.
  • Request commitment revisions: revise title work as permitted.
  • Assist in creating pre-CDFs.
  • Process and complete all documents associated with Buy-Side transactions.
  • Prepare all lender documents.
  • Review lender closing instructions for critical information; communicate to the closing officer.
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