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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in loan closing processes, including balancing final loan documents and coordinating with settlement agents. Strong communication skills facilitate effective interactions with mortgage brokers and borrowers, ensuring timely and accurate closings.
Highest-signal resume keywords
Loan Closing ExperienceMortgage Broker SupportDocument Review and BalancingStrong Communication SkillsQuality Assurance
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 ClosingDocument ReviewDiscrepancy ResolutionSettlement Statement BalancingQuality Assurance ReviewsRemote Online NotarizationPost-Close Task ManagementCompeting Priorities ManagementProcess OrientationAttention to Detail
Soft Skills
Strong Written CommunicationStrong Verbal CommunicationFlexibilityOrganizational SkillsAbility to Work in Fast-Paced Environment
Tools & Technologies
Microsoft OfficeClosing Software Tools
Industry Keywords
Mortgage IndustryWholesale LendingTitle CompaniesEscrow OfficersSettlement AgentsHousing MarketManufactured HousingE-Verify
About the role
Key responsibilities & impact- Serve as the central point of contact for external mortgage brokers, settlement agents, and internal account executives
- Resolve late-stage closing bottlenecks and keep closings moving forward
- Balance final loan documents and settlement statements with title companies, escrow officers, or settlement agents
- Identify and resolve discrepancies before documents are finalized and executed
- Communicate loan status updates and outstanding closing requirements to wholesale lending brokers
- Guide borrowers through closing documents and answer questions
- Facilitate remote online notarization
- Perform quality assurance reviews on closing documents
- Coordinate corrections with internal teams and settlement partners
- Send reviewed documents to borrowers and discuss them as needed
- Track outstanding items and facilitate post-close tasks in preparation for loan servicing
- Organize competing priorities to deliver accurate, timely closings
- Provide actionable feedback on systems, technology, and workflows
- Share best practices and learnings across origination and closing teams
Requirements
What you’ll need- Two or more years of loan closing experience in the housing market; manufactured housing experience appreciated
- Experience supporting mortgage brokers or wholesale lending transactions
- Experience coordinating with title companies, escrow officers, or settlement agents
- Ability to review and balance final loan documents and settlement statements
- Ability to identify discrepancies and coordinate timely resolution
- Strong written and verbal communication skills
- Comfortable in a fast-paced, evolving environment
- Quality-focused, highly attentive to detail, and process-oriented
- Flexible work schedule, including after hours and weekends as needed
- Ability to manage multiple closings and competing priorities
- Proficiency in Microsoft Office and other software tools
- Undergraduate degree or extended relevant work experience
- Must reside in Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, or Wisconsin
- Employment eligibility will be confirmed through E-Verify
Benefits
Comp & perks- Potential annual bonuses and variable pay
- Equity in the company for all employees
- Remote work from home in a remote-first environment
- Medical, dental, and vision insurance
- Company-subsidized STD, LTD, and life insurance for employees and families
- Medical and dependent care FSAs
- Training and licensing support
- Generous paid time off
- Wellbeing resources including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, and Ladder through Sequoia Wellbeing Programs
- Paid parental leave
- No Meeting Wednesdays
- Remote Slack community
- Career growth and promotion-from-within opportunities
- Mentorship and supportive culture