Closing Documentation Specialist

Description

This role is within our Commercial Loan Services Department and is primarily responsible for preparing loan documentation and closing packages for private banking clients, including portfolio and non‑conforming mortgage products, ensuring loans comply with internal bank policies, as well as federal and state regulations.

• Ensures loan disclosures are prepared in accordance with the terms and conditions per the application and in compliance with regulatory requirements including TRID and Reg Z
• Communicates with loan officers for any additional information needed to prepare loan disclosures
• Orders flood certificates, background checks, fee estimates from title or online sources and other due diligence as required
• Ensures work is completed by deadlines and accurately by planning, coordinating and monitoring daily activities
• Miscellaneous duties as assigned

• Minimum two (2) years of relevant experience including one or more of the following:
  • Title company operations
  • Supporting mortgage or consumer loan transactions prior to closing
  • Preparation, review, analysis, and interpretation of legal documents
  • Customer assistance in private banking
  • Commercial, professional, health or disability insurance claims adjusting
• Strong critical thinking and problem‑solving skills
• Aptitude for analyzing and interpreting complex documents, identifying requirements, conducting supporting research, and determining appropriate next actions
• Proven customer service experience
• Excellent written and oral communication skills
• Ability to make sound decisions and deliver high‑quality work under tight deadlines and limited supervision
• Adaptable to shifting priorities while maintaining accuracy and attention to detail in a fast‑paced environment
• Exceptional organizational skills and strong attention to detail
• Highly proficient PC skills including Microsoft Office applications and loan documentation systems

• Familiarity of TRID, Regulations B, Z, RESPA, Fair Credit Reporting Act, and other federal and state laws and regulations
• Working knowledge of complex consumer loan transactions, including title reports and exceptions
• Understanding of consumer lending policies and procedures
• Laser Pro experience

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.