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Closing Analyst-AEM

  • Sales, Business Development, Business Consulting
  • Banking, Finance, Insurance, Accounting and Trade jobs

Description

Essential Functions

  • Organize pipeline and track loans based on contract closing dates to ensure that loan disclosures are issued correctly and in a timely fashion.
  • Analyze and research existing loan terms and compliance reports to resolve issues regarding disclosure and fee requirements.
  • Multitask effectively to issue ICD's, closing documents and funding to meet the close of escrow dates, while maintaining daily reports for expected closings.
  • Communicate with the Loan Team and Operations Teams daily on the pipeline and expected closings.
  • Understand and adhere to departmental goals, company policies and state/federal regulations that relate to loan terms, fees and disclosures.
  • Troubleshoot a variety of possible problems with loan disclosures.
  • Read, implement and keep track of updates and changes to work flow, policies and product changes as they occur.

Hard Skills

  • Data Analytics
  • Document management
  • Business correpondence
  • Sales pipelining
  • Business analysis

Soft Skills

  • Communication
  • Leadership
  • Adaptability
  • Skilled Collaborator
  • Flexible