Doc Drawer

Summary of Primary Duties and Responsibilities

• Perform a final verification of the preliminary title report to ensure accuracy of taxes, lines, and encumbrances.
• Review operating agreements to determine proper signing authority.
• Collaborate and proactively communicate with internal and external parties involved in the closing process to resolve outstanding issues or discrepancies.
• Conduct quality control review to ensure data quality within Salesforce and loan documents.
• Generate closing packages from Salesforce and/or Lightning Docs.
• Meet proper SLAs by sending closing package within 24 hours upon underwriting approval.
• Collapse closing with closing agent, notary, and borrower.
• Support Closer on meeting funding SLA’s; review executed closing package and/or verify wiring instructions with title company.
• Communicate and escalate any issues to Closing Team Lead.
• Work on special projects as needed or other duties as may be assigned.

Education and Experience

• Bachelor's Degree preferred but not required.
• 3-4 years of doc drawing or operation fulfillment experience required, preferably in private lending.
• Working knowledge and use of MS Office and internet.
• Experience working with Salesforce a plus.
• Strong organizational and multi-tasking skills.
• Flexible with the ability to adapt to change quickly.
• Possesses the ability to apply critical thinking and problem-solving skills.
• Works well in a fast-paced team-driven environment.
• Excellent verbal and written communication skills.
• Detail-oriented and highly organized.
• Collaborative team player with a focus on delivering.

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

• This position is non-exempt full-time, with Pay Range: $33-40/hourly plus discretionary bonus potential.

Benefits

• Annual discretionary bonus program.
• Medical, dental, and vision insurance.
• 401K with Safe Harbor contribution.
• Ten days (two weeks) paid time away excluding sick time.
• Six sick days.
• Ten paid holidays.
• One floating holiday.