Consumer/Equity Closing Specialist

Pay

Pay Range: $20.10 - $26.79

Responsibilities

• 25% – Engage closing agents to expedite scheduling of closings and ensure adherence to departmental service level expectations.
• 25% – Perform post‑closing document review to validate completeness and accuracy prior to funding; authorize and/or prepare disbursements.
• 20% – Conduct quality control and quality assurance reviews on all closed loans, ensuring data fields are accurately completed in the loan origination system and documentation is ready for upload and storage.
• 15% – Proactively manage a pipeline of missing, incomplete, or incorrectly prepared documents, following up with closing agents to resolve outstanding items within established timelines.
• 10% – Answer internal and external customer inquiries promptly, providing superior service and professional communication while maintaining a positive, team‑oriented attitude.
• 5% – Perform other duties as assigned.

Requirements

• Education and Experience: 2 years of banking or lending experience preferred; 2 years in a professional work environment required, preferably within a bank, financial institution, or law office.
• Skills and Abilities:
  • Basic knowledge of consumer, real estate, or mortgage products and workflows (preferred, not required).
  • Strong computer proficiency (Microsoft Word, Excel, Internet).
  • Strong written and oral communication skills.
  • Strong organization and customer service skills.
  • Ability to multi‑task on numerous tasks simultaneously.
• Must maintain a working knowledge of all secured and unsecured loan and line of credit products offered, as well as the legal, regulatory, timing, and content requirements for related documents.

Physical Requirements

• Communicate effectively with internal and/or external customers.
• Stationary work 75% of the time or greater.
• Ability to move objects up to a maximum of 10 lb.

Benefits

Full‑Time Employees:

• Generous Paid Time Off: at least 22 days annually, prorated in the year of hire.
• Parental Leave: six weeks of paid leave at 100 % of salary.
• Comprehensive Medical Coverage, including employer contributions to an HSA for High‑Deductible Health Plan participants.
• Dental and Vision Coverage.
• Flexible Spending Accounts for healthcare and dependent‑care expenses.
• Employer‑paid short‑term and long‑term disability coverage (with optional additional long‑term coverage).
• Employer‑paid basic life insurance (with optional supplemental coverage).
• Voluntary benefits such as hospital, accident, and critical illness coverage.
• Retirement plans: 401(k) with employer matching, optional Roth 401(k), and a pension plan.
• Adoption Assistance.
• Tuition Reimbursement.
• Employee Assistance Program (EAP).
• Pet Insurance.
• Financial and banking services benefits, including financial planning assistance.

Part‑Time Employees (20+ hours/week):

• Medical Coverage with employer HSA contributions for High‑Deductible Health Plan participants.
• Dental and Vision Coverage.
• Voluntary benefits such as hospital, accident, and critical illness coverage.
• Generous Parental Leave: six weeks of paid leave at 100 % of salary.

All Part‑Time Employees (minimum 1,000 hours per calendar year for retirement eligibility):

• Retirement plans: 401(k) with employer matching, optional Roth 401(k), and a pension plan.
• Paid Sick and Safe Leave.
• Employee Assistance Program (EAP).
• Financial and banking services benefits, including financial planning assistance.

Applicants must be authorized to work for any employer in the United States. Sponsorship for employment visas is not available at this time.