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Closing Team Lead - Wholesale

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The Closing Team Lead is responsible for coordinating loan closings in compliance with company, FNMA, FHLMC, FHA, VA and industry standard rules and regulations. Serves as an escalation to help solve system and process issues that arise in the department.  Assists in training and utilizing online system processes to effectively manage the workload to meet or exceed established service levels.  Ensures all staff is properly trained in all areas of the closing process. Effectively assists the team in preparing legal documents and closing packages for title companies and attorneys and can handle a multitude of products.

Essential Job Functions may include:

  • Assists with managing and training a department of staff members
  • Oversees new employee training and provides feedback
  • Performs sporadic QC spot checks on individual pipelines and provides feedback to staff
  • Serves as a SME for anything closing related
  • Answers questions staff may have
  • Monitors daily, weekly and monthly production reports
  • Works with Operations manager on the day to day operations of the department. Including but not limited to distributing work, reviewing pipelines, and job coaching

Closing Duties:

  • Review Closing Disclosure
  • Review Case Number Assignment, Title Commitments, Insurance Policies, PMI Certification and all loan documents for accuracy.
  • Review all files for completeness and accuracy to ensure compliance with underwriting, government, and investor and company requirements.
  • Maintain open lines of communication with all parties to obtain loan status information. 
  • Provide timely communications regarding closing status as appropriate.
  • Ensure all loans are closed in strict accordance with all guidelines.
  • Understand and adhere to all existing and/or changes to internal or external guidelines, processes and procedures as soon as they are implemented.
  • Responsible for preparing and verifying final figures.
  • Sends closing documents.
  • Request wire transaction.

Other Related Duties:

Performs other related duties as assigned.

Supervisory Responsibilities:

Provides guidance and leadership to employees for daily activities and assigned projects or tasks

Participates in performance evaluation or personnel performance

May have project management responsibilities

Education and/or Experience:

High School Diploma or GED and 5+ years of related experience and/or training preferred; or equivalent combination of education and experience.

Language Skills:

Ability to read, and interpret documents such as policy and procedure manuals, safety rules, operating and maintenance instructions. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Mathematical Skills:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations