Closing Specialist

Key Responsibilities

• Respond to and manage inquiries from unit owners, attorneys, and other stakeholders regarding estoppels, closings, and related questionnaires via phone and email.
• Communicate with mortgage brokers regarding questionnaire requests and provide necessary documentation.
• Address follow-up requests from realtors on the status of estoppels, affidavits, and closing documentation.
• Process ownership transfers, including recording deposits and scanning associated payment checks.
• Review HUD statements and closing checks to complete ownership updates accurately.
• Monitor pending ownership changes and follow up on outstanding HUDs and payments to ensure timely processing.
• Review, approve, and release estoppel certificates prepared by the offshore team.
• Provide guidance and support to offshore staff, assisting with research and issue resolution as needed.
• Conduct public records research when discrepancies arise between estoppel requests and Yardi system ownership records.
• Manage and track transfer fee payments, maintaining an organized Excel log and ensuring proper scanning to the corporate account.
• Compile and prepare revenue reports related to estoppels, questionnaires, and transfer fees.

Qualifications

• 3–5 years of experience handling closings and estoppels within the property management or real estate industry.
• Familiarity with Condo Certs software is preferred.
• Experience using Yardi accounting/property management software is a plus.
• A High School Diploma or equivalent required.
• Demonstrated ability to manage multiple tasks efficiently in a high-volume environment.
• Proficiency in Microsoft Office, particularly Word and Excel.
• Strong written and verbal communication skills with attention to detail.