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Lincoln Financial · 7 hours ago

Specialist, Mortgage & Real Estate

Greensboro, NC

Full-time

Hybrid

Mid Level

$54K/yr - $96K/yr

3+ years exp

Lincoln Financial is a company that helps people confidently plan for their financial future. They are seeking a Closing and Servicing Specialist to support the Commercial Mortgage and Real Estate Investments team, focusing on managing closing processes and ensuring compliance with documentation requirements.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Interfacing with internal and external stakeholders, including production officer, production analyst, correspondent, borrower, in-house counsel, outside counsel, title company, accounting, treasury, servicing, portfolio management, and asset management personnel proactively to ensure loans are closed timely

Managing and communicating transaction timelines to internal and external partners to verify all appropriate deadlines are met

Identifying the legal and business risks associated with each mortgage loan investment being closed

Performing pre-and post-closing functions including managing closing checklist to ensure completion and receipt of all required documents to review and close the loan

Reviewing loan documentation, third party due diligence reports, title, survey, and insurance documentation for compliance with Lincoln’s requirements

Transmitting loan information and documentation to servicing, asset management, accounting, and other departments, as necessary

Reviewing loan settlement statements prepared by the escrow agent for accuracy

Updating internal systems to ensure that appropriate internal reporting data reflects current information for the transaction

Keeping management, deal team, borrower, and other parties informed of potential problems or delays and makes recommendations

Working on projects and team initiatives as requested

Qualification

Commercial mortgage loansReal estate lawMortgage loan documentationInsurance Acord formsTitle insuranceMicrosoft Office SuiteCustomer service skillsCritical thinkingDetail orientedOrganizational skillsInterpersonal skillsWritten communication

Required

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required

3-5+ Years' experience in commercial mortgage loans that aligns with the specific responsibilities for this position

Able to work a minimum of 40 hours per week, with four (4) days in the office

Working knowledge of real estate law: Fee simple and leasehold estates; Foreclosures; Understanding subordinated interests

Working knowledge of mortgage loan document types required for closing and servicing of loans

Working knowledge of required insurance Acord forms and policies needed for closing

Working knowledge of title insurance and UCC financing statements

Critical thinking skills

Must be detail oriented

Strong organizational skills with the ability to manage multiple transactions and work independently in a time-sensitive environment where meeting established deadlines is critical

Strong interpersonal/customer service skills with the ability to create/build and maintain relationships with internal and external stakeholders

Excellent written and verbal communication skills

Working knowledge of Microsoft Office Suite (MS Word, Excel, and Outlook)