Scott Evans · 4 hours ago
Closing Coordinator
California, United States
Full-time
Remote
Entry, Mid Level
2+ years exp
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Hiring Manager
Scott Evans
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Responsibilities
Validate loan has been PreApproved by our internal branch PA department. If not approved, and additional borrower documentation is required by PA, reach out to the borrowers, and obtain all items. Resubmit the loan to PA and obtain an Approved disposition from PA.
Follow up on obtaining disclosures back signed to enable you to move the file for processing assignment.
Pipeline management to include all initial services were ordered as needed to meet close dates
Validate all data entered in LOS system is correct and matches the terms of the Purchase Contract, Lock and/or refinance terms.
Make outbound phone calls to all parties to introduce yourself as the main point of contact.
Verbally communicate with the borrowers in advance to ward off possible delays, such as liquidating funds, vesting, title held in trust, using a POA, are all parties present to sign loan documents, any schedule constraints with work, vacation, etc.
Request all borrower conditions as stated on underwriter’s Loan Approval.
Review all conditions from borrower to validate it meets the condition requested.
Label and save conditions of loan approval in branch shared drive and communicate to the processor that all items have been obtained.
Communicate with all parties throughout the transaction to set expectations, ensure all contractual dates are being met and loan is closing on time.
Facilitate signing of the CD in a timely fashion and educate borrower on the timing and next steps for closing such as drawing loan documents, wiring funds, signing before a notary, etc.
Facilitate signing of loan documents
Qualification
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Required
High school diploma or equivalent
Minimum of 2 years mortgage processing experience with VA, FHA & Conventional loans
Excellent communication skills both verbally and written.
Ability to build rapport and trust
Organization skills that enable you to prioritize & manage a pipeline in a fast-paced environment
Consistently reliable, driven and acts with a sense of urgency
Encompass experience
DU, LP, Microsoft Office & Windows proficient
Available to work varying hours and overtime if needed
Preferred
Working knowledge of RESPA regulations, Reg Z, Reg B, and loan documents
Company
Scott Evans
We are an experienced, local lender serving all of San Diego.
Founded in 2016San Diego, California
5,001-10,000 employeesFunding
Current Stage
Late StageCompany data provided by crunchbase
