About this role
We're looking for an experienced professional to prepare closing loan packages for private banking clients, including portfolio and non-conforming mortgage products.
If you thrive on detail, deadlines, and hands-on work that directly impacts clients, this role is for you!
What You'll Do
• Prepare and review complex high-value loan transactions including disclosures in compliance with TRID, Reg 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 ensure smooth closings
• Manage multiple loan files simultaneously, ensuring deadlines are met without sacrificing accuracy.
• Work in a collaborative, team-based environment
• Gain expertise in loan documentation and regulatory compliance while contributing directly to client success
What We're Looking For
• Minimum two (2) years of experience in one or more of the following areas:
• 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
• Real estate agent or transaction/contract coordinator experience, with hands-on preparation and management of contracts and/or closing documentation
• Active real estate licenses must be placed in an 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
• Highly proficient PC skills including Microsoft Office applications and loan documentation systems (Experience with LaserPro is preferred)