Mortgage Loan Documentation Specialist (Closing)
About The Position
The Mortgage Loan Documentation Specialist (Closing) prepares and reviews closing loan packages for private banking clients, including portfolio and non-conforming mortgage products. The role handles complex, high-value loan transactions and disclosures in compliance with TRID, Regulation Z, and other applicable regulations. The specialist works with loan officers and internal teams to gather information, review approval and title documents, identify and resolve documentation gaps, and move files efficiently toward closing. The position requires managing multiple files and deadlines while maintaining accuracy in a collaborative, team-based environment.
Requirements
- At least two years of experience in one or more of the following: loan document preparation or mortgage processing prior to closing; mortgage or real estate title/escrow operations with direct involvement in preparing loan documents and/or settlement statements; or real estate agent or transaction/contract coordinator work involving hands-on preparation and management of contracts and/or closing documentation.
- Active real estate licenses must be placed in inactive status upon hire.
- Exceptional organizational skills and attention to detail.
- Strong critical-thinking and problem-solving skills.
- Ability to deliver high-quality work under tight deadlines and shifting priorities.
- Proven customer service experience.
- Excellent written and oral communication skills.
- High proficiency with PCs, including Microsoft Office applications and loan documentation systems.
Nice To Haves
- Experience with LaserPro.
Responsibilities
- Prepare and review complex, high-value loan transactions, including disclosures, in compliance with TRID, Regulation Z, and other applicable regulations.
- Partner with loan officers and internal teams to gather required information and move loans efficiently through the process.
- Review approval documents, title commitments, and other documents to ensure all loan requirements are met.
- Identify and resolve documentation gaps to support smooth closings.
- Manage multiple loan files simultaneously and meet deadlines without sacrificing accuracy.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
