Consumer/Equity Closing Specialist

NBT Bank

. Prepare approved loans for closing .

Posted 10/22/2026full-timeUnited StatesJuniorMid-Level💰 $20 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in loan preparation, closing coordination, and document validation while ensuring compliance with legal and regulatory requirements. Strong customer service and communication skills are essential for effective interaction with internal and external stakeholders.

Highest-signal resume keywords

Loan Document PreparationClosing CoordinationQuality Control ReviewsCustomer Service SkillsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan PreparationDocument ValidationQuality AssuranceLoan Origination System ManagementKnowledge of Mortgage ProductsUnderstanding of Legal RequirementsDocument TrackingFunding CoordinationPost-Closing ReviewsMultitasking

Soft Skills

Strong Communication SkillsOrganizational SkillsCustomer Service OrientationEffective Time ManagementInterpersonal Skills

Tools & Technologies

Microsoft WordMicrosoft ExcelImaging SystemLoan Origination SystemInternet

Industry Keywords

Banking ExperienceLending ExperienceConsumer ProductsReal Estate ProductsMortgage WorkflowsRegulatory ComplianceDocument Timing RequirementsInternal Customer CommunicationExternal Customer CommunicationService-Level Expectations

About the role

Key responsibilities & impact

Prepare approved loans for closing
Coordinate closing schedules with closing agents
Generate, review, and validate loan documents
Collect and track pre- and post-closing documentation
Coordinate loan funding and authorize and/or prepare disbursements
Communicate information timely and effectively to internal and external customers
Maintain quality files and place them within the imaging system
Engage closing agents to expedite scheduling within departmental service-level expectations
Perform post-closing document reviews to validate completeness and accuracy before funding
Perform quality control and quality assurance reviews on closed loans
Prepare files for upload and document storage
Ensure loan origination system data fields are accurate and file documentation is in order
Manage missing, incomplete, or incorrectly prepared documents and follow up with closing agents
Answer internal and external customer inquiries
Provide superior customer service and professional communication
Perform other duties as assigned

Requirements

What you’ll need

2 years of professional work experience required, preferably within a bank, financial institution, or law office
2 years of banking or lending experience preferred
Basic knowledge of consumer, real estate, or mortgage products and workflows preferred but not required
Strong computer proficiency, including Microsoft Word, Excel, and the Internet
Strong written and oral communication skills
Strong organizational skills
Strong customer service skills
Ability to multitask on numerous tasks simultaneously
Working knowledge of secured and unsecured loan and line of credit products
Working knowledge of legal and regulatory requirements and document timing and content requirements by product
Must be authorized to work for any employer in the United States; employment visa sponsorship is unavailable
Ability to communicate effectively with internal and/or external customers
Ability to remain stationary 75% of the time or greater
Ability to move objects up to 10 lbs

Benefits

Comp & perks

Generous paid time off: At least 22 days annually, prorated in the year of hire
Six weeks of paid parental leave at 100% of salary
Comprehensive medical coverage, including employer HSA contributions 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 hospital, accident, and critical illness coverage
401(k) plan with employer matching
Optional Roth 401(k)
Pension plan
Adoption assistance
Tuition reimbursement
Employee Assistance Program (EAP)
Pet insurance
Financial and banking service benefits and financial planning assistance
Wellness initiatives
Flexible work arrangements
Career development programs and tools
Performance-based incentives