CLOSING SPECIALIST RESUME EXAMPLE

Published: July 22, 2024 - The Closing Specialist coordinates real estate closings on behalf of title agent clients, and accurately communicates with clients, lenders, and others. This role involves preparing Settlement Statements, Closing Disclosures and other documents, and managing pre-closing, closing and post-closing support across multiple clients. The specialist also works with the disbursement team to disburse closing proceeds and coordinate the recording of documents and issuance of title insurance policies, ensuring compliance with all instructions and applicable laws.

Tips for Closing Specialist Skills and Responsibilities on a Resume

1. Closing Specialist, Capital Mortgage Services, Austin, TX

Job Summary: 

  • Manage appraisal and inspection process.
  • Communicate with third-party agencies to drive the closing process.
  • Oversee the due diligence process of data collection, and forecast closing dates.
  • Coordinate with borrowers to secure all information needed before closings.
  • Escalate issues to the Client Manager.
  • Iteratively review documentation provided by the borrower required for the file before closing.
  • Proactively manage any complications by clearly communicating with all relevant parties and the Client Manager.
  • Own loan package document creation.
  • Manage title work process for sign-off by the legal team.
  • Review loan documents to ensure all contracts have been properly executed before the handoff.
  • Conduct a full file audit before closing.
  • Process post-closing documents and ensure relevant documents are sent along properly to investors and servicers


Skills on Resume: 

  • Project Management (Hard Skills)
  • Communication (Soft Skills)
  • Attention to Detail (Soft Skills)
  • Problem-Solving (Soft Skills)
  • Documentation Management (Hard Skills)
  • Data Analysis (Hard Skills)
  • Compliance (Hard Skills)
  • Customer Service (Soft Skills)

2. Closing Specialist, Horizon Title Agency, Denver, CO

Job Summary: 

  • Assumes the responsibility for preparing the Closing within Encompass for consumer real estate loans
  • General knowledge of regulatory documentation for Texas and Oklahoma consumer real estate loans
  • Review and verify all required closing documents
  • Encompass for correctness, become the liaison with the title for the reconciliation of the final
  • Closing Disclosure and handling the regulatory timing issues for the customer delivery of the intimal Closing disclosure
  • Documentation and organization skills are current and well-prepared
  • Professional attitude and collaborative relationship with the mortgage loan
  • Reports to the SVP Operations, and is focused on gathering and iteratively reviewing documents provided by the Borrower before close in adherence with FTF guidelines.
  • Ensure we have an accurate loan file to protect the firm's investments and to be able to sell loans institutionally.
  • Owns communication with the borrower throughout the closing process.


Skills on Resume: 

  • Proficiency with Encompass Software (Hard Skills)
  • Regulatory Knowledge (Hard Skills)
  • Attention to Detail (Soft Skills)
  • Communication Skills (Soft Skills)
  • Organizational Skills (Soft Skills)
  • Professionalism and Collaboration (Soft Skills)
  • Document Review and Compliance (Hard Skills)
  • Customer Service (Soft Skills)

3. Closing Specialist, Keystone Lending Group, Tampa, FL

Job Summary: 

  • Providing clinical and scientific knowledge and expertise
  • Providing strategic direction to support the timely development and execution of the clinical program
  • Externally lead scientific discussions with regulatory agencies, investigators, and external experts
  • Partnering cross-functionally to provide and collect critical input for evidence generation to support regulatory submissions, clinical evaluations and overall evidence and support across all business areas and the product lifecycle
  • Lead pre-market medical activities to ensure a successful launch
  • Providing clinical and scientific knowledge and expertise
  • Providing strategic direction to support the timely development and execution of the clinical program
  • Externally lead scientific discussions with regulatory agencies, investigators, and external experts
  • Perform post-closing functions such as ensuring and transmitting any appropriate deposits are returned to the customers on time and aiding the post-closing delivery and submission team
  • Review and audit check the loan closing documents prepared by outside Legal Counsel to ensure compliance and accuracy.


Skills on Resume: 

  • Clinical and Scientific Expertise (Hard Skills)
  • Strategic Program Management (Hard Skills)
  • Regulatory Affairs Leadership (Hard Skills)
  • Cross-Functional Collaboration (Soft Skills)
  • Pre-Market Medical Activities (Hard Skills)
  • Compliance and Accuracy in Documentation (Hard Skills)
  • Post-Closing Processes (Hard Skills)
  • Effective Communication (Soft Skills)

4. Closing Specialist, Summit Financial Services, Phoenix, AZ

Job Summary: 

  • Provide clients with an excellent aircraft purchase or sale experience, coordinating every aspect of the contractual, title transfer, and program transfer processes
  • Draft brokerage and acquisition agreements for client projects
  • Assist sales with internal review, comments, and light drafting of legal documents
  • Run all external parties in the project (legal, escrow, vendors, etc)
  • Own transaction communication and document flow while assuring the train leaves the station on time
  • Schedule and facilitate closing calls
  • Frequently and consistently communicate the status of transactions with the sales lead and other relevant team members
  • Continually evaluate and improve project processes to expand the client experience while maintaining the company’s efficiency and profitability
  • Provide notary services for the completion of mortgage loan documents


Skills on Resume: 

  • Project Management (Hard Skills)
  • Contract Drafting and Negotiation (Hard Skills)
  • Stakeholder Coordination (Soft Skills)
  • Communication Skills (Soft Skills)
  • Organizational Skills (Soft Skills)
  • Process Improvement (Hard Skills)
  • Client Service (Soft Skills)
  • Notary Services (Hard Skills)

5. Closing Specialist, Liberty Home Loans, Charlotte, NC

Job Summary: 

  • Operate under limited supervision in performing activities related to analyzing, organizing mortgage loan closing files and coordinating operational closing activities for Committing, Rate Locking and Disbursement of Funds for Fannie Mae and Freddie Mac multifamily mortgages.
  • Ensure the approved loan terms and conditions follow Greystone’s and Investor’s policies and guidelines are captured in a comprehensive, consistent and complete form of the Financing Commitment issued to the client.
  • Engage, manage, and oversee the lender’s legal counsel by tracking all legal documentation submissions made through the underwriting team and documents submitted directly from the legal outstanding checklist.
  • Prepare the closing loan file including tracking down any missing contact information for the transaction contact list, post legal and closing due diligence to the company’s deal management and storage systems.
  • Multitask effectively to perform routine administrative tasks to support the anticipated closing timeline including preparing and issuing the Financing Commitments, closing settlement statements, retrieving, and verifying wiring instructions from title/escrow agents to coordinate the funding, while maintaining a daily checklist/schedule of deal assignments and anticipated closings.
  • Coordinate with Accounting and the Securities Manager through the On-Base system the disbursement of the proceeds of the funding of the loan.


Skills on Resume: 

  • Mortgage Loan Processing (Hard Skills)
  • Regulatory Knowledge (Hard Skills)
  • Legal Documentation Management (Hard Skills)
  • Attention to Detail (Soft Skills)
  • Multitasking and Time Management (Soft Skills)
  • Administrative Support (Hard Skills)
  • Coordination and Communication (Soft Skills)
  • Technology Proficiency (Hard Skills)

6. Closing Specialist, Pinnacle Realty Group, Nashville, TN

Job Summary: 

  • Prepares SBA application documents and submission to SBA, and SBA Authorization.
  • Collects and reviews documents required for closing.
  • Prepares Lender’s Instructions, and arranges loan closing, including loan document execution.
  • Works closely with escrow, title, marketing and loan administration personnel to ensure timely and efficient loan closing.
  • Assists in operational duties of the division, including secondary market sales and payment of referral fees.
  • Maintains the Loan Application Register, and assists in tickler maintenance.
  • Receives and whenever possible handles a variety of customer inquiries and service requests.
  • Treats people with respect, keeps commitments, inspires the trust of others, works ethically and with integrity, upholds organizational values, and accepts responsibility for own actions.
  • Follows policies and procedures, completes tasks correctly and on time, and supports the company’s goals and values.


Skills on Resume: 

  • Document Preparation and Review (Hard Skills)
  • Loan Closing Coordination (Hard Skills)
  • Operational Support (Hard Skills)
  • Customer Service (Soft Skills)
  • Integrity and Ethical Conduct (Soft Skills)
  • Policy and Procedure Adherence (Hard Skills)
  • Organizational Skills (Soft Skills)
  • Team Collaboration (Soft Skills)

7. Closing Specialist, Gateway Mortgage Solutions, Portland, OR

Job Summary: 

  • Coordinate real estate closings on behalf of title agent clients.
  • Communicate accurately and punctually with clients, lenders and others.
  • Effectively deliver and manage back-office pre-closing, closing, and post-closing support across multiple clients.
  • Prepare residential Settlement Statements and/or Closing Disclosure and other closing documents as directed by the agent.
  • Work with the disbursement team to disburse closing proceeds following the parties’ instructions and applicable law, once approved by the agent
  • Work closely with the post-closing manager to coordinate the recording of applicable closing documents and the issuance of title insurance policies.
  • contracts, settlement statements, closing disclosures, mortgages, deeds and title policies.
  • Work collaboratively with all stakeholders including internal operations teams, clients, outside counsel, and title agent partners.
  • Performs the position safely, without endangering the health or safety of themselves or others and will be expected to report potentially unsafe conditions.


Skills on Resume: 

  • Document Preparation and Management (Hard Skills)
  • Effective Communication (Soft Skills)
  • Detail Orientation (Hard Skills)
  • Coordination and Project Management (Hard Skills)
  • Collaboration (Soft Skills)
  • Compliance and Legal Knowledge (Hard Skills)
  • Problem Solving (Soft Skills)
  • Safety and Risk Management (Hard Skills)

8. Closing Specialist, Synergy Title Company, Indianapolis, IN

Job Summary: 

  • Performs initial QC on the file before releasing it to the bank attorney.
  • Performs final processing duties and prepares loans for closing including verification of employment, limited denial of participation, OFAC check.
  • Prepares attorney guidelines and sends them to the settlement agent.
  • Prepares sale and funding settlement sheets for Accounting.
  • Prepares and delivers the final Closing Disclosure to the borrower, and closing documents to the bank attorney for closing.
  • Works with settlement agent and borrower to schedule loan closing. 
  • Review all documents for compliance, completeness and accuracy.
  • Performs post-closing functions including activation of mortgage insurance, preparing the loan for submission to the post-closing department, MERS registration and HMDA reporting.
  • Interface with Loan Originators, Underwriters, attorneys and other outside vendors and borrowers.
  • Utilize Encompass to communicate effectively, advance loans through the process and maintain accurate and timely information on each loan.
  • Maintain knowledge of investor and regulatory requirements.
  • Assist the Processing team, and actively participate in demonstrating the behaviors outlined in The Company Experience


Skills on Resume: 

  • Quality Control and Accuracy (Hard Skills)
  • Document Preparation and Management (Hard Skills)
  • Compliance and Regulatory Knowledge (Hard Skills)
  • Coordination and Scheduling (Soft Skills)
  • Communication and Collaboration (Soft Skills)
  • Proficiency with Encompass (Hard Skills)
  • Post-Closing Functions (Hard Skills)
  • Teamwork and Company Culture Alignment (Soft Skills)