Role Summary
We are seeking a highly detail-oriented and experienced Pre-Closing Specialist. This critical role is responsible for the meticulous final quality control and preparation of transaction files (primarily mortgage or commercial loans) before the final closing or funding. The specialist acts as the final checkpoint ensuring all legal regulatory and internal requirements are strictly met.
Key Responsibilities
Conduct comprehensive and meticulous reviews of pre-closing files to ensure all required documentation (including disclosures title reports appraisals compliance forms and final conditions) is accurately collected complete and properly executed.
Verify that the file adheres to all internal policies client guidelines and relevant external regulatory requirements (e.g. US laws like RESPA TILA or specific state/client regulations).
Proactively identify and resolve discrepancies errors missing information and outstanding closing conditions by liaising with internal teams (Processing Underwriting) and external partners (Title Companies Attorneys Clients).
Ensure that all information within the Loan Management System (LMS) or relevant database is consistent and accurately reflects the hard/soft copy documentation.
Prepare and organize the final closing instructions and package ensuring a seamless handover to the funding team or external closing agent.
Maintain clear concise and professional communication with all stakeholders regarding file status outstanding requirements and potential closing delays. Required
Skills and Qualifications
Experience: Minimum of 3 years of hands-on experience in Loan Processing Loan Closing Mortgage Operations and in Pre Closing.
Domain Knowledge: Solid understanding of the end-to-end loan lifecycle closing procedures and the specific documents required for financial transactions (US context preferred).
Attention to Detail: Exceptional organizational skills and an uncompromising eye for detail are mandatory for ensuring accuracy in high-volume sensitive documentation
Work Schedule: Must be flexible and willing to work Night Shifts exclusively to align with US business operating hours.
Communication: Excellent written and verbal English communication skills.
Technical Skills: Proficiency in MS Office Suite and experience working with sp
Role Summary We are seeking a highly detail-oriented and experienced Pre-Closing Specialist. This critical role is responsible for the meticulous final quality control and preparation of transaction files (primarily mortgage or commercial loans) before the final closing or funding. The specialist a...
Role Summary
We are seeking a highly detail-oriented and experienced Pre-Closing Specialist. This critical role is responsible for the meticulous final quality control and preparation of transaction files (primarily mortgage or commercial loans) before the final closing or funding. The specialist acts as the final checkpoint ensuring all legal regulatory and internal requirements are strictly met.
Key Responsibilities
Conduct comprehensive and meticulous reviews of pre-closing files to ensure all required documentation (including disclosures title reports appraisals compliance forms and final conditions) is accurately collected complete and properly executed.
Verify that the file adheres to all internal policies client guidelines and relevant external regulatory requirements (e.g. US laws like RESPA TILA or specific state/client regulations).
Proactively identify and resolve discrepancies errors missing information and outstanding closing conditions by liaising with internal teams (Processing Underwriting) and external partners (Title Companies Attorneys Clients).
Ensure that all information within the Loan Management System (LMS) or relevant database is consistent and accurately reflects the hard/soft copy documentation.
Prepare and organize the final closing instructions and package ensuring a seamless handover to the funding team or external closing agent.
Maintain clear concise and professional communication with all stakeholders regarding file status outstanding requirements and potential closing delays. Required
Skills and Qualifications
Experience: Minimum of 3 years of hands-on experience in Loan Processing Loan Closing Mortgage Operations and in Pre Closing.
Domain Knowledge: Solid understanding of the end-to-end loan lifecycle closing procedures and the specific documents required for financial transactions (US context preferred).
Attention to Detail: Exceptional organizational skills and an uncompromising eye for detail are mandatory for ensuring accuracy in high-volume sensitive documentation
Work Schedule: Must be flexible and willing to work Night Shifts exclusively to align with US business operating hours.
Communication: Excellent written and verbal English communication skills.
Technical Skills: Proficiency in MS Office Suite and experience working with sp
View more
View less