Closing Coordinator
Compeer Financial · Fond du Lac, WI · Yesterday
$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 provide financial services that support agriculture and rural communities. This role offers a hybrid work model with up to 50% remote work, flexible schedules (including summer flexibility), and a culture that values meaningful work, professional development, and work-life balance.
Responsibilities
- Process, close, fund, and service real estate-secured transactions accurately and in compliance with regulations, policies, and procedures.
- Ensure closings meet legal compliance with lending laws and regulations.
- Collect documents and confirm underwriting conditions are met.
- Coordinate with internal and external parties to order title commitments, appraisals, and flood zone determinations.
- Review title insurance commitments, deeds, real estate title documents, UCC filings, and other related documents to confirm collateral lien position.
- Confirm legal documents required for closing and parties required to sign each document.
- 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.
- Administer funding execution and maintain proper booking and data records.
- Work with Legal and Title Review teams on collateral-related documents such as consents, subordinations, and contract assignments.
- Draft supplemental loan closing documents as needed.
- Collaborate with sales to service client relationships, assist with transactions, and support loan servicing.
- Provide backup to Lending Client Coordinators as needed.
- Conduct post-close reviews to ensure transactions comply with policies and procedures.
- Document actions taken to confirm the organization has obtained the expected lien position as required by law and policy.
Skills and experience we prefer
- Associate’s degree in accounting, business administration, legal, agriculture, or related field; OR equivalent combination of education and experience.
- 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, banking, 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 and 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