CapCenter

Consultant

• Analyze loan applications and supporting documents to ensure compliance with underwriting standards
• Guide clients through the final stages of the mortgage process
• Collaborate with loan consultants, underwriters, real estate agents, and insurance advisors to ensure accurate and timely closings
• Serve as a trusted point of contact for clients, answer questions, and ease concerns
• Identify and resolve documentation discrepancies or issues before closing
• Work in a professional office environment supporting homeownership through mortgage, realty, and insurance services

Mortgage Closing Consultant

• Serve as the advisor for clients seeking guidance on realty, mortgage, and insurance products and services
• Communicate clearly and professionally while building rapport with clients
• Assess client needs and provide timely, practical solutions
• Manage multiple client interactions and priorities while maintaining attention to detail
• Deliver a consistently positive, client-first experience at every touchpoint
• Participate in hands-on training, product knowledge training, licensing, and cross-functional training

Client Relations Consultant

Administrative Assistant

• Serve as the primary point of contact for clients, employees, vendors, and visitors
• Manage daily front desk operations and maintain coverage during established business hours
• Coordinate front desk activities for mortgage closings, including schedules, client greetings, information verification, arrival communications, and closing-room preparation
• Manage and route incoming company telephone calls
• Receive, safeguard, document, and route client payments, checks, documents, and sensitive materials
• Coordinate client and vendor check pickups with Accounting, Settlement, and other teams
• Receive, sort, distribute, and process mail, packages, courier services, and deliveries
• Coordinate with building management, service providers, delivery personnel, and vendors
• Maintain the lobby, closing rooms, conference rooms, café, and other client-facing areas
• Monitor Outlook, Teams, closing schedules, and other company systems
• Prepare business correspondence, spreadsheets, reports, and administrative materials
• Provide administrative and data-entry support to Human Resources and other departments
• Coordinate office supplies and monitor inventory
• Assist with company meetings, employee events, and office activities
• Maintain confidentiality of sensitive information
• Follow procedures, exercise judgment, and escalate issues appropriately
• Perform additional administrative, front desk, and office operations responsibilities as assigned

Attorney

• Execute real estate closings and deliver a professional, informed, and memorable client experience
• Work with mortgage, title, and real estate teams to ensure closings are executed accurately
• Manage the day-to-day workflow of closing operations
• Keep timelines on track and processes running smoothly
• Identify bottlenecks and propose operational improvements
• Lead operations to support a simplified and transparent homeownership experience
• Advise production and closing teams on legal, title, and compliance requirements
• Keep transactions compliant and well-structured from initiation through closing
• Review documentation across title, loan production, closing, and realty teams
• Identify risk and ensure files meet company standards before closing

Mortgage Closing Consultant

Client Relations Consultant

Administrative Assistant

Real Estate Closing Attorney