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Archwest Capital · 4 weeks ago

Loan Closing Analyst

Irvine, CA

Full-time

Onsite

Entry, Mid Level

$75K/yr - $85K/yr

2+ years exp

Archwest Capital is seeking a Loan Closing Analyst to manage the closing and delivery phases of real estate loans. The role involves drafting and reviewing loan documents, coordinating between parties, and ensuring compliance with funding guidelines.

Financial ServicesLendingReal Estate Investment

Hiring Manager

Dyanna De Sousa

Responsibilities

Draft real estate loan documents (including closing instructions) and review executed versions to ensure accuracy and compliance with closing procedures

Review formation documents to determine signing authority and prepare signature blocks

Coordinate closing, and delivery phases of loans originated or acquired to ensure requirements are satisfied within a specified timeframe while maintaining internal checklists in real-time

Be the point of contact between all parties involved in the funding transaction

Data Entry to maintain Salesforce updated in real time

Responsible to request, review and approve settlement statements

Request and analyze current real estate tax information

Perform duties under moderate to close supervision and actively engage supervisor and/or manager to resolve complex issues

Remain current on funding guidelines and compliance requirements

Effectively communicate status and expectations to internal staff, attorneys, and escrow/title

Utilize time management skills to stay on track with multiple loans at various stages of the funding process

Qualification

Loan closing experienceLending practices knowledgeMicrosoft Office SuiteReal estate documentationSalesforce data entryAttention to detailProblem solvingCommunication skillsTime managementTeam player

Required

Draft real estate loan documents (including closing instructions) and review executed versions to ensure accuracy and compliance with closing procedures

Review formation documents to determine signing authority and prepare signature blocks

Coordinate closing, and delivery phases of loans originated or acquired to ensure requirements are satisfied within a specified timeframe while maintaining internal checklists in real-time

Be the point of contact between all parties involved in the funding transaction

Data Entry to maintain Salesforce updated in real time

Responsible to request, review and approve settlement statements

Request and analyze current real estate tax information

Perform duties under moderate to close supervision and actively engage supervisor and/or manager to resolve complex issues

Remain current on funding guidelines and compliance requirements

Effectively communicate status and expectations to internal staff, attorneys, and escrow/title

Utilize time management skills to stay on track with multiple loans at various stages of the funding process

Strong attention to detail with the ability to stay organized and problem solve in a fast-paced environment

Ability to articulate issues, problem solve and analyze with creative and outside of the box thinking

Strong communication skills (written and verbal) with internal and external partners; ability to convey findings in a concise and comprehensive manner

Effective organization and time management skills

Capability to build trusting relationships internally and externally and elicit confidence by demonstrating reliability

Strong team player with the ability to work effectively in a cooperative and diverse environment

Capacity to analyze processes, support change and think operationally and strategically to achieve business goals

Advanced use of Microsoft Office Suite

Associate or bachelor's degree

Minimum 2 years of direct experience closing/funding loans

Working knowledge of lending practices and industry standard processes