Closer

Summary of Primary Duties and Responsibilities

• Ensure the timely and accurate preparation, documentation, and funding of new loans and loan modifications
• Manage an active closing pipeline to meet critical deadlines; track loan approvals, closing conditions, and all required documentation for successful funding
• Review and reconcile all final loan documents and settlement statements to confirm accuracy in Salesforce and consistency with approved terms
• Collaborate with title companies to review and clear outstanding title exceptions prior to funding
• Proactively monitor and resolve all closing conditions to ensure readiness for funding authorization
• Partner with Loan Originators, Client Relations Managers, and Underwriters to address and finalize all items necessary for a seamless loan closing
• Enter and validate key closing data in Salesforce, including final fees, wire instructions, and funding details
• Manage funding timelines, prioritize closing tasks, and maintain workflow efficiency in a high-volume, fast-paced environment
• Support special projects and perform additional duties as assigned

Education and Experience

• Bachelor's Degree preferred but not required.
• 4 to 5 years of loan closing or funding operations experience required, preferably in private lending
• Strong organizational, multitasking, and problem-solving skills; able to adapt quickly in a fast-paced environment
• Solid knowledge of mortgage loan products, guidelines, and regulations
• Detail-oriented, team player with excellent communication and interpersonal skills
• Experience with Salesforce a plus

Work Environment

• This position typically operates in a professional office environment.
• Occasional evening and weekend work may be required to meet deadlines or address urgent issues

Compensation

• The employee is eligible for the following benefits:
• Annual discretionary bonus program.
• Medical, dental and vision insurance.
• 401k with Safe Harbor contribution.
• Twelve weeks (sixty days) paid time away excluding sick time.
• Six paid sick days.
• Ten paid holidays.
• One personal day.