Closing Coordinator
Compeer Financial · Sun Prairie, WI · 1 mo ago
$47k–$67k/yrFull-time
About the role
Compeer Financial is a member-owned cooperative serving Illinois, Minnesota and Wisconsin. We bring together team members with diverse backgrounds to deliver financial services that strengthen agriculture and rural communities. We offer meaningful work, professional development, a flexible hybrid work environment, and excellent benefits that support both personal and professional growth.
Responsibilities
- Accurately process, close, fund, and service real estate-secured transactions.
- Ensure closings comply with regulations, policies, and procedures.
- Collect documents and confirm all underwriting conditions are met.
- Verify accuracy of legal descriptions, property ownership, and legal access for real estate-secured transactions.
- Coordinate with internal departments and external vendors to order title commitments, appraisals, and flood zone determinations.
- Review title insurance commitments, deeds, real estate title documents, UCC filings, fixture filings, and related documents to confirm collateral lien position.
- Confirm legal documents required to close a transaction and parties required to sign each document.
- Independently create or review settlement statements and disbursement agreements to ensure accurate fund disbursement.
- Coordinate on-site and off-site closings, explain forms, answer client questions, and secure signatures; may perform witness closings.
- Administer funding execution, booking, and data maintenance.
- File legal documents with government entities to perfect Compeer’s lien position.
- Collaborate with sales to service client relationships within the lending territory.
- Assist team members with transactions and loan servicing; provide backup to Lending Client Coordinators as needed.
- Conduct post-close reviews to ensure transactions comply with policies and procedures; review all transaction documents.
Skills and Experience
- Associate’s degree in accounting, business administration, legal, agriculture, or related field; or equivalent combination of education and experience sufficient to perform essential job functions.
- Closing Agent License; Insurance Producer License preferred (or ability to obtain within twelve months, where applicable).
- Commissioned as a Notary Public for the state (or ability to obtain within three months); may include e-notary.
- Working knowledge of loan approval processes and requirements, personal property security documents, real estate, legal and banking practices, security requirements, and title insurance.
- Working knowledge of legal descriptions and collateral documents to gather appropriate information for document preparation.
- Basic accounting and mathematical skills to calculate data, reconcile funds, and determine payoffs.
Benefits
- Medical, dental, vision, HSA/FSA
- Life & AD&D insurance, short-term and long-term disability
- Wellness program & Employee Assistance Program (EAP)
- Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
- Learning and development programs
- Mentorship programs
- Cross-functional committee opportunities (e.g., Inclusion Council, emerging professional groups)
- Professional membership/certification reimbursement
Pay
Base Pay: $47,100 – $66,600 USD
Schedule
Hybrid model – up to 50% work from home; flexible schedules including ample flexibility in the summer months. This position is primarily based out of the Dodgeville, Prairie du Sac, or Sun Prairie office locations.