Job Summary: 

• Support the Finance team with the execution and closing of loan transactions, including new loans, refinancing, and amendments.
• Manages file organization, closing checklists, and third-party vendor due diligence items for a pipeline of loans at different stages of closing.
• Coordinate all pre-closing requirements with various internal and external teams (e.g. Acquisition, Development, Design, Purchasing and Legal)
• Collect and review legal loan documentation, ensuring operational standards are met
• Assist with weekly and monthly reporting, which is provided to various teams upstream and downstream
• Make regular phone calls to realtors, lenders, buyers and sellers to ensure a smooth settlement process.
• Scheduling and coordinating closing with all parties.
• Examine and clear requirements on title commitments and lender closing instructions to clear the file to close.
• Prepare and Balance CD (Closing Disclosures) and/or HUD settlement statements accurately.
• Prioritize workload by reviewing aging loans first and escalating if necessary
• Review warehouse bank reports for various information needed by investors

Skills on Resume: 

• Loan Transaction Management (Hard Skills)
• File Organization and Checklist Management (Hard Skills)
• Cross-Functional Coordination (Soft Skills)
• Legal Documentation Review (Hard Skills)
• Reporting and Communication (Soft Skills)
• Scheduling and Coordination (Soft Skills)
• Title and Lender Requirement Clearance (Hard Skills)
• Closing Disclosure Preparation (Hard Skills)

Job Summary: 

• Frequent communication with lenders, sales team, and home buyers
• Prepare and maintain closing packages
• Purchase agreement processing and filing
• Communicate and follow-up with lenders, title and sales staff to ensure timely closings.
• Review closing paperwork and contracts
• Provides all information necessary to facilitate timely closings
• Maintain bank deposits and all records
• Primary contact for the investor operations team
• Manage a pipeline of closed loans through the loan sale process
• Clear due diligence conditions with investors
• Manage the aging of the loan inventory

Skills on Resume: 

• Effective Communication (Soft Skills)
• Document Preparation and Management (Hard Skills)
• Contract Review (Hard Skills)
• Coordination and Follow-Up (Soft Skills)
• Record Keeping (Hard Skills)
• Pipeline Management (Hard Skills)
• Due Diligence and Investor Relations (Hard Skills)
• Inventory Management (Hard Skills)

Job Summary: 

• Escalate any denials or exception requests to the manager for review/approval/resale
• Submit satisfactory conditions via investor websites for their review, approval, and purchase of loan
• Assist Shippers when needed/end of the month
• Assist with Post Purchase Conditions from investors (after sale of the loan) to cure any open/new deficiencies found
• Review closed loan documents for accuracy and compliance with state and federal regulations
• Partner with the appropriate department or contact the borrower for missing documentation, data corrections, or signatures in designated time frames
• Package and ship each loan according to investor guidelines
• Monitor pipelines to ensure loans are received, shipped and cured of outstanding deficiencies within specific time frames
• Notify the manager of compliance and salability issues or when complex deficiencies arise
• Perform additional duties as assigned to support all departments in the company.

Skills on Resume: 

• Regulatory Compliance (Hard Skills)
• Attention to Detail (Soft Skills)
• Problem Solving (Soft Skills)
• Process Management (Hard Skills)
• Communication Skills (Soft Skills)
• Time Management (Soft Skills)
• Customer Service (Soft Skills)
• Technical Proficiency (Hard Skills)

Job Summary: 

• Work with Builders and assist the Closing Coordinator to ensure upcoming closing occurs on time.
• Prepare closing files and send and review closing instructions with the Title Company.
• Provide all necessary information to the Mortgage and Title companies before closing.
• Assist the Closing Coordinator in communications with customers in preparation for closing.
• Obtain necessary signatures and notarize closing documents.
• Monitor receipt of loan funds from closings and follow up if funds are not received timely.
• Take responsibility for preparing and distributing reports.
• Preparing closing documents, preparing title commitments, closing statements, ordering payoffs
• Gathering and entering data, interacting with agents, lenders, buyers, sellers, attorneys, recording documents, post-closing, etc
• Review HUD Statements/Closing Disclosures before settlement to ensure accuracy.

Skills on Resume: 

• Closing Documentation Management (Hard Skills)
• Communication Skills (Soft Skills)
• Attention to Detail (Soft Skills)
• Data Management (Hard Skills)
• Notarization (Hard Skills)
• Fund Monitoring and Follow-Up (Hard Skills)
• Reporting and Documentation (Hard Skills)
• Customer Service and Support (Soft Skills)

Job Summary: 

• Work as part of a centralized group that supports escrow transactions in multiple states
• Process real estate transactions by clearing title, ordering documents required for closing, ensuring the file is on track to close as scheduled
• Follow up with parties on transactions to obtain information needed to ensure files that are assigned to you are ready for the closing team on time
• Manage the progress of transactions that are assigned to you, ensuring we obtain everything needed for closing and that all items are correct, including documents, statements and calculations
• Provide feedback on processes and provide top-notch customer service to clients and customers
• Schedule property inspections with customers and vendors to clean and prepare homes to sell fast
• Set up showings and open houses to receive critical feedback that can improve the showing process
• Keep track of all sales activity and input client information into the CRM to produce reports and share goal progress with the team
• Ensure file compliance for the office broker by sending completed listing agreements, sellers’ disclosures, and other documents
• Sell homes quickly by maintaining the listings on social media and in MLS to provide excellent customer satisfaction

Skills on Resume: 

• Transaction Management (Hard Skills)
• Customer Service (Soft Skills)
• Communication Skills (Soft Skills)
• Detail Orientation (Soft Skills)
• Organizational Skills (Soft Skills)
• Process Improvement (Hard Skills)
• Social Media and MLS Management (Hard Skills)
• Scheduling and Coordination (Hard Skills)

Job Summary: 

• Order property insurance, review and prepare tax, escrow, or other adjustments due to the transferee.
• Ensure payment and tracking of all home sale-related expenses, including carry costs for owned properties.
• Review and approve the Closing Disclosure statement for resale closings.
• Calculate equity advances and final equity, and process payment requests.
• Prepare and submit all mortgage payments and resolve payoff issues.
• Oversee home sale process, order and monitor related services, and prepare and execute necessary contracts and documents. 
• Communicate with relocation consultant, client, transferee, attorney, and closing agent
• Provide resale listing agreement package to the listing agent for owned properties.
• Order preliminary title work, appraisal lists, COO, certification, warranties, and inspections.
• Monitor status and or problems related to the appraisals, inspection issues, and title issues for the team members.

Skills on Resume: 

• Property Insurance Management (Hard Skills)
• Financial Acumen (Hard Skills)
• Closing Procedures (Hard Skills)
• Expense Tracking (Hard Skills)
• Mortgage Management (Hard Skills)
• Communication and Coordination (Soft Skills)
• Contract and Document Preparation (Hard Skills)
• Title and Inspection Oversight (Hard Skills)

Job Summary: 

• Audit relocation expenses reports and vendor bills per client policy and internal procedures.
• Prepare voucher batches for processing and review after input before payment
• Set up and maintain vendor, client, and transferee information in the database.
• Post cash receipts to the appropriate account/referral database and create voucher records from bank and lockbox reports.
• Performance audit to ensure all cash is applied and referrals are posted and shared correctly.
• Prepare and distribute regular shared referral reporting to appropriate broker and management personnel.
• Pursue missing referral receipts for collection.
• Complete Federal and State-specific disclosures in tandem with loan-specific program requirements
• Verify data integrity in the loan file, and communicate with sales staff
• Prepare Closing Disclosures following TRID requirements, Closing Documents following Federal, State and Loan Specific requirements
• Communicate with Settlement Agents

Skills on Resume: 

• Audit and Compliance (Hard Skills)
• Data Management (Hard Skills)
• Financial Processing (Hard Skills)
• Performance Auditing (Hard Skills)
• Reporting and Communication (Soft Skills)
• Regulatory Knowledge (Hard Skills)
• Attention to Detail (Soft Skills)
• Coordination with Stakeholders (Soft Skills)

Job Summary: 

• Manages and reviews daily work-in-progress reports, which include Closing, Disbursement, Reject, Title Clearance, Untouched and Post Clearance reports
• Responsible for closing document preparation and signing following federal, state and client requirements and instructions
• Take responsibility for reviewing Title Commitment for clearance
• Secure lender approval of loan closing documents
• Respond to borrower and/or lender questions regarding closing documents
• Address inquiries from clients, borrowers, agents and internal staff professionally and on time
• Maintain open communication with team members and team leader
• Confirm with the borrower closing dates, location, documentation, and funds due at closing with the borrower
• Experience preparing Closing Disclosures, HUD and Closing Documents
• Manage and support lender relationships with the financial build-out of RESPA documents and preparation of closing documents
• Work with realtors, attorneys and various lenders to address closing instructions, prorate taxes, calculate loan interest and prepare escrow settlement documents
• Work with Title Commitment Coordinators to review the commitment and address exceptions that must be cleared before closing and to determine the documentation necessary to waive exceptions

Skills on Resume: 

• Document Preparation and Review (Hard Skills)
• Title Commitment Analysis (Hard Skills)
• Lender Relationship Management (Hard Skills)
• Communication Skills (Soft Skills)
• Client and Transaction Coordination (Soft Skills)
• Problem Solving and Attention to Detail (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Interpersonal and Team Collaboration (Soft Skills)

Job Summary: 

• Facilitate communication between the Loan Officer, Processor, Closer and Title Company to keep all parties informed of any changes, potential delays, or items requiring urgent attention to ensure all closing dates have been met.
• Monitor the closing calendar to ensure a minimum number of closings are scheduled each day to maximize closing capacity.
• Maintains a consistent and constant flow of communication with team members and managers. 
• Escalate trends and high-risk loans to ensure closing dates are met.
• Coordinate the loan closings with the borrower, title company and closing department. 
• Provide the borrower with a closing FAQ as well as follow company processes to provide the highest level of customer service.
• Back up for Laser Pro document generation, and issuing pay-off letters
• Follow-ups of pay-off funds with CRMD and issuing Mortgage SATs and Reconveyances
• Reconciling ODD in consultation with Accounts Depts
• Take responsibility for completing ad hoc projects
• Upload closing documents to the document storage system and depositary portal

Skills on Resume: 

• Effective Communication (Soft Skills)
• Time Management (Soft Skills)
• Customer Service Excellence (Soft Skills)
• Problem-Solving (Soft Skills)
• Coordination and Organization (Soft Skills)
• Document Management (Hard Skills)
• Attention to Detail (Soft Skills)
• Project Management (Hard Skills)

Job Summary: 

• Closing date and time with attorneys
• Making Bank closing costs sheets and Reviewing closing statements sent by the Title Co and attorneys.
• Informing all relative personnel about the closing schedule
• Keeping close communication with title co, borrower and attorney
• Ensuring all loan documents are printed on time
• Ensuring that they are executed by bank personnel as well
• Arranging the issuance of checks
• Handing over wire transfers to the wire department
• Next day follow up on original documents with the attorneys
• Responding to all emails concerning closing matters and document follow-ups
• Following up for recorded documents with Title Co. and Attorneys after 30 days of closing
• Upload legal agreements to the document storage system
• Track receipt of authorized listing for wire instructions for all new partnerships

Skills on Resume: 

• Attention to Detail (Hard Skills)
• Communication Skills (Soft Skills)
• Time Management (Soft Skills)
• Organizational Skills (Soft Skills)
• Customer Service (Soft Skills)
• Process Management (Hard Skills)
• Technical Proficiency (Hard Skills)
• Follow-Up and Persistence (Soft Skills)

Job Summary: 

• Ensure title requirements have been met for the issuance of the policy, including obtaining payoffs, verifying marital status, etc.
• Identify/obtain all payoffs that are required for the closing.
• Confirm closing dates and location with the customer.
• Prepare the Alta Settlement Statement, Closing Disclosure, conveyance documents, and file for disbursement and final policy issuance.
• Secure lender, seller and/or broker approval of loan closing documents.
• Resolve any rejects related to recordable documents.
• Partner with the disbursement team to ensure timely, and accurate disbursement of funds.
• Follow-up on any outstanding checks/trial balance issues.
• Enter authorized signers obtained at closing to internal systems
• Review and respond to KYC inquiries and requests
• Develop a strong understanding of the internal database and data relationships, document processes

Skills on Resume: 

• Attention to Detail (Soft Skills)
• Document Preparation and Management (Hard Skills)
• Communication Skills (Soft Skills)
• Organizational Skills (Soft Skills)
• Problem-Solving (Soft Skills)
• Data Management (Hard Skills)
• Customer Service (Soft Skills)
• Compliance Knowledge (Hard Skills)

Job Summary: 

• Work closely with the primary deal team and external legal counsel to monitor the status of deals and expected closing dates
• Obtain appropriate internal and external approval documentation for recording investment commitments
• Ensure systems are updated with accurate and complete closing information
• Update key deal attributes in key systems
• Enter closing transaction details into the system ensuring agreement to legal documentation and internal approval packages
• Notify internal team members of closing transactions
• Perform quarterly data governance checks to confirm key data and attributes are complete
• Coordinate with the treasury team to provide HarbourVest wire instructions and contact sheets to underlying general partners
• Coordinate with treasury and investment operations teams to obtain first capital call documentation and provide for the team to fund on time
• Ensure compliance with all internal documentation and reporting procedures

Skills on Resume: 

• Deal Monitoring and Coordination (Hard Skills)
• Documentation Management (Hard Skills)
• System Updating and Data Entry (Hard Skills)
• Communication and Notification (Soft Skills)
• Data Governance and Accuracy (Hard Skills)
• Coordination with Treasury (Hard Skills)
• Compliance and Reporting (Hard Skills)
• Cross-Functional Team Collaboration (Soft Skills)

Job Summary: 

• Prepare listing contracts and schedule appointments
• Liaison between real estate agents, clients, attorneys, and lenders within the real estate transaction
• Coordinate with marketing admin and other support staff
• Maintain calendar of deadlines and follow up to ensure a successful and complete transaction
• Maintain accurate and compliant files for all transactions
• Assist or manage specific tasks within the transaction as directed by the Transaction Manager
• Attending Home Inspections, Smoke Inspections, and Appraisals
• Develop and maintain closing dashboards and tools for individuals within the firm to utilize related to investment closings
• Communicate with the Seller/Buyer/Real Estate Agents/Auction companies to ensure all parties are updated with the most recent status.

Skills on Resume: 

• Organizational Skills (Soft Skills)
• Communication Skills (Soft Skills)
• Attention to Detail (Hard Skills)
• Time Management (Soft Skills)
• Project Coordination (Hard Skills)
• Technical Proficiency (Hard Skills)
• Problem-Solving Skills (Soft Skills)
• Customer Service (Soft Skills)

Job Summary: 

• Review for accuracy and process Purchase Agreement Packages, including Purchase and Sale Agreements, Addendums, Disclosures, Broker Agreements, and assist with the Closing Process
• Generate Addendums for Sales Associates
• Process documents essential to the loan approval process
• Receive, review and process Escrow and Title Documents
• Review and ensure that final sale prices are accurate
• Upload documents by community in an accurate and organized manner
• Work closely with internal departments including sales, marketing, accounting, purchasing, construction
• Work with an outside lender if applicable and a title company
• Prepare the appraised value, amended value, or buyer value option contract, appraisals, inspections, and the deed and title package.
• Coordinate with internal teams, including Legal, Compliance and deal teams to provide documentation to external legal counsel or third parties

Skills on Resume: 

• Document Management (Hard Skills)
• Attention to Detail (Soft Skills)
• Cross-Functional Collaboration (Soft Skills)
• Process Coordination (Hard Skills)
• Organizational Skills (Soft Skills)
• Communication Skills (Soft Skills)
• Compliance Knowledge (Hard Skills)
• Problem-Solving Abilities (Soft Skills)

Job Summary: 

• Responsible for effectively managing the real estate closing transaction
• Manage the real estate closing process, including compliance with real estate contracts, lender instructions, title requirements, company requirements, and other written instructions
• Responsible for ordering titles, preparing title commitments, binders, and insurance policies
• Collaborate with the closing attorney to resolve title issues
• Prepare all closing documents necessary to ensure the issuance of title insurance at the closing
• Secure all required documents (corrective and others) for the issuance of title insurance
• Assist customers and clients with closing-related questions
• Manage and develop client relationships to ensure future real estate closing transactions
• Correspond with lenders, builders, real estate agents, and attorneys
• Coordinate post-closing follow-up, including recording documents, wiring funds, obtaining necessary cancellation documents

Skills on Resume: 

• Transaction Management (Hard Skills)
• Compliance Knowledge (Hard Skills)
• Title Management (Hard Skills)
• Problem Resolution (Soft Skills)
• Document Preparation (Hard Skills)
• Client Communication (Soft Skills)
• Relationship Management (Soft Skills)
• Post-Closing Coordination (Hard Skills)

Job Summary: 

• Act as the liaison between the Company, Lender, Title Company, Realtor and customer representing Drees Homes throughout the closing process
• Ascertain necessary documents are accurate and ready for scheduled closing to finalize the house transfer transaction
• Schedule and attend closings with all involved parties
• Prepare various closing-related documents and reports
• Update and maintain closing information in software programs
• Create buyers' closing package to be presented to new homeowners at closing
• Create a final file to include sales and construction documents
• Distribute and/or pay tax bills
• Collect and track escrows from closings
• Various other closing-related responsibilities
• Prepare contracts for resale closing with the title company, including resale instructions and appropriate documents.

Skills on Resume: 

• Communication Skills (Soft Skills)
• Document Management (Hard Skills)
• Scheduling and Coordination (Hard Skills)
• Software Proficiency (Hard Skills)
• Attention to Detail (Soft Skills)
• Financial Acumen (Hard Skills)
• Organizational Skills (Soft Skills)
• Customer Service (Soft Skills)