Job description

THIS ROLE IS 100% IN OFFICE AT OUR TOMAH LOCATION, PART TIME; M-F 9:30AM - 3PM, 30 min lunch. THIS POSITION IS NOT ELIGBLE FOR REMOTE WORK.

The Closing Assistant/Admin will assist the Title Agent/Closer in processing of the Closing Disclosures (CD), assist in post-closing and disbursement of loan packages, and provide support for the branch in which they are working. In addition to providing customer service and processing closings, the Closing Assistant/Post-Closer will help assist in facilitating closings with customers/lenders/realtors, obtaining necessary signatures. This team member will work with a diverse group of clients/guests/public in their branch, requiring a high level of professionalism and confidentiality. This position will work closely with the Branch Manager to assist in all areas of the closing process; both pre-closing and post-closing.

Essential Functions:

General Duties

· Professional communication and collaboration with customers/realtors/lenders/legal professionals, and co-workers to obtain all needed information to process closing documents.

· Work with Title Examiner to obtain Updated Commitment (with new effective date marked up) prior to closing.

· Coordinates with buyer/seller/lender/realtor/legal professional date, time, and location of closing

· Facilitate closings with buyers/sellers/lenders/realtors/legal professionals

· Copy pertinent documents and distribute to parties present at closing within company and industry guidelines

· Disburse checks to parties present at closing

· Travel to buyer/seller/lenders/realtors/legal professionals to facilitate closings, when needed

· Build and maintain relationships with lenders and realtors to identify future sales opportunities

· Verify CPL information, if requested by Lender

· Prepare documents necessary for processing

o Closing Documents (CD) for Closer

o Recordable documents (Deeds, HT110, etc.)

o Seller documents

· Verify information necessary for processing

o Accuracy of legal description

o Manner of funding (wire or check) BEFORE document preparation

o Funding RECEIVED prior to closing

o Wire instructions

· Print necessary documents for closing

o Checks

o Lender documents

· Order payoffs with “payoff good through” dates

· Order final water bills for closing

· Prepare 1099S Certifications to be signed at closing

· Review all documents prior to closing for accuracy

· Verify Funding Authorization was obtained by Closer at the table

· Re-verify funding prior to finalizing disbursements

· Print any remaining checks not printed prior to closing

· Disbursement of Closing documents following the closing in a timely manner

o Checks to 3rd parties abiding by all closing instructions provided and within the guidelines of the company

o Copies to parties not present at closing within company and industry guidelines

· Verify and execute Payoffs

o Initiate payoff wire or overnight payoff to meet the required timelines for accruing interest

· Make deposits of checks into correct accounts following closing

o Funding checks

o Operations checks

· Examine title search to determine information needed to correctly and completely produce title commitment for insurance while conforming to all company and underwriter guidelines

· Process necessary documents and filings, post-closing

o e-Recordings for counties that e-record.

o Mail recordings to counties that do not process e-recordings

· Prepare final 1099S to be sent to seller and a copy to be retained for company IRS reporting at year end

o Based on information on 1099S Certification completed and signed at closing

· Copy & scan required documents for electronic retention

· Process and return loan packages to lenders

· Examine final File Ledger for accuracy

· Assist in basic office needs; answering telephones, greeting customers/clients, helping Closer or Branch Manager in areas needed.

Other Information

· Position Type/Expected Hours of Work

o This is a full-time position. Days and hours of work are Monday through Friday, 8:30am to 5:00pm.

Competencies:

Analytical Skills

· Computer Skills

· Decision-Making

· Organizational Knowledge

· Innovative Thinking

· Accuracy

Interpersonal Skills

· Team work

· Interpersonal Skills

Communication

· Communication

· Listening

· Telephone etiquette

· Collaboration Skills

Personal Attributes

· Integrity

· Dependability

· Positive Demeanor

· Professionalism

· Stress Tolerance

· Initiative

· Adaptability/Flexibility

Organization

· Multi-Tasking

· Time Management

· Detail Orientation

· Planning & Organizing

· Follow through

Administration

· Maintaining Confidentiality

· Organization

· Proficiency

Qualifications:

· High School Diploma required. Associates Degree in Business related field, or alike is preferred.

· Minimum 1 year of mortgage processing or title insurance industry experience in a professional office setting.

· Strong verbal and written communication skills

· Strong computer proficiency with Microsoft Office Suite.

· Ability to multi-task and willingness to take on additional tasks to ensure customer satisfaction

· Ability and willingness to professionally communicate and collaborate with co-workers/customers/realtors/lenders/legal professionals to obtains all needed information to process closing documents

Job Type: Part-time

Benefits:

• 401(k)
• Employee assistance program
• Employee discount
• Flexible schedule
• Paid time off
• Parental leave
• Referral program
• Retirement plan

Schedule:

• 4 hour shift
• Day shift
• Monday to Friday

COVID-19 considerations:
Each person has their own desk/personal space that is within the social distancing guidelines. In addition, team members wear masks. We have masks available along with sanitizer and appropriate cleaning supplies.

Experience:

• Loan Processing: 1 year (Preferred)
• Title Insurance/Escrow: 1 year (Preferred)

License/Certification:

• Certified Notary Public (Preferred)

Work Location: In person

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