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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing loan closing processes, ensuring compliance with Federal loan program policies, and leading a team to achieve performance metrics. Proficient in financial services operations, documentation accuracy, and client relationship management.
Highest-signal resume keywords
Closing Management ExperienceFederal Loan Program KnowledgeMicrosoft Office ProficiencyFinancial Services ExperienceAnalytical Ability
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Document PreparationKey Performance Indicator MeasurementQuality AssuranceFinancial Statement AnalysisUCC FilingOperations ManagementDocumentation ReviewCollaboration with Legal CounselLoan Funding ManagementCustomer Retention Strategies
Soft Skills
Strong Organization SkillsExcellent Communication SkillsStrategic ThinkingAbility to Work IndependentlyTeam Collaboration
Tools & Technologies
SalesforceMicrosoft OutlookMicrosoft ExcelMicrosoft TeamsMicrosoft SharePointMicrosoft Word
Industry Keywords
Financial ServicesLoan ClosingEscrowTitle CompaniesClient ManagementRegulatory ComplianceLending Industry Changes
About the role
Key responsibilities & impact- Assist in overseeing all responsibilities assigned to the Standard Loan Closing Team
- Manage closing and funding loan transactions according to program requirements and internal policies and procedures
- Manage processes, systems, and personnel associated with Standard loan closing functions across programs and products
- Prepare loan documents, coordinate with legal counsel, title and escrow, close loans, and perform post-closing tasks
- Provide day-to-day leadership to the loan closing team
- Measure Key Performance Indicators and report to management and executive teams
- Ensure loans close within required time frames
- Interface with clients, legal counsel, title companies, escrow agents, business development officers, and underwriters
- Review loan files for accurate closing
- Provide quality assurance
- Ensure collateral is perfected, including proper filing of mortgages and UCC filings
- Review loan documentation against approvals and clear discrepancies with the documentation team
- Ensure loans are appropriately disbursed, documentation is maintained, and the correct funding source is used
- Ensure client introduction to loan servicing
- Prepare reports for the Board of Directors and CBO
- Support customer retention and communication
- Train staff on program requirements and keep them current on lending-industry changes
Requirements
What you’ll need- Previous Closing Management experience required
- Bachelor’s degree in related field or 7 years of equivalent experience
- 7-10 years of financial services work experience
- Current experience with Federal loan program policies and documentation requirements
- Detailed oriented and strong organization skills
- Proficient with Microsoft Office products, Outlook, Excel, Teams, and SharePoint
- Experience using Salesforce
- Excellent written and oral communication skills
- Ability to work effectively with other staff members and maintain relationships in a remote environment
- Ability to work well in a busy environment
- Strategic thinking
- Sophisticated word processing and computer database skills, especially Microsoft Word and Excel
- Thorough knowledge of accounting principles, financial statement analysis, operations, and regulations
- Ability to work effectively with individuals and groups at all organizational levels
- Ability to work independently and as part of a team
- Strong analytical ability with active listening skills
- Willingness to adapt to changing business needs and deadlines, including extended work hours
- Assertiveness, confidence, and solid decision-making skills
- Professional, business-like appearance and demeanor
- Ability to travel as required
Benefits
Comp & perks- Comprehensive Medical, Dental, and Vision Insurance
- Generous Paid Time Off
- Birthday Day Off
- 12 Paid Company Holidays
- 401(k) Match
- FSA and HSA
- Paid Life Insurance
- Paid Disability Insurance
- Pet Insurance
- Employee Assistance Program (EAP)
- Professional Development Courses
- In Office Provided Snacks and Drinks
- Gym Facilities (LA & Tustin/CEC Offices)
- In Office Engagement Activities