Job Summary
You will oversee the finalization of closing packages, including HUD Settlement Statements, and manage a national portfolio with accountability for turn time. Your responsibilities include reviewing hold-backs, escrows, and related fees, requiring knowledge of real estate tax and escrow setups. You’ll work closely with internal and external partners to resolve issues and ensure smooth closings.
Job responsibilities
- Review documented transactions based on credit approval and note receipt of collateral, file, or policy exceptions
- Interact with business teams, management, and third-party vendors to close transactions in a timely manner
- Identify closing and collateral-related issues using basic knowledge of title policy and survey exceptions
- Apply current real estate laws in a multi-state environment, including zoning, title, and escrow regulations
- Understand and review complex borrowing entities such as LLCs, corporations, and trusts
- Review SNDA’s, estoppels, tenant leases, and abstracts
- Audit loan documents to ensure compliance with policy and servicing procedures
- Oversee and coordinate the finalization of the Closing Funding Package, including HUD Settlement Statements
- Manage national portfolio and ensure accountability for turn time
- Review applicable hold-backs, escrows, and related fees to be paid at closing
- Apply knowledge of real estate tax and escrow setups during the closing process
Required qualifications, capabilities, and skills
- High School Diploma or GED
- One year of related experience in loan closing or real estate transactions
- Strong organizational skills demonstrated in previous roles
- Attention to detail in reviewing documents and transactions
- Ability to make independent decisions and solve problems
- Superior customer service skills in a professional environment
- Clear and coherent written and verbal communication skills
- Ability to work with minimal supervision
- Dependable and adaptable in a fast-paced, deadline-driven environment
- Proficient computer skills, including Microsoft Word and Excel
- Willingness to work overtime as needed
Preferred qualifications, capabilities, and skills
- Associate’s or Bachelor’s Degree in business, finance, or related field
- Three years of experience in multifamily or commercial loan closings
- Experience with HUD Settlement Statements
- Familiarity with SNDA’s, estoppels, and tenant lease abstracts
- Experience working with complex borrowing entities (LLCs, corporations, trusts)
- Advanced proficiency in Microsoft Excel
- Experience coordinating with third-party vendors in real estate transactions
Required or additional information
- Visa sponsorship is not available for this position.
- Work schedules will be full-time in office, on a 40-hour per week schedule.