Lender Liaison II

Job Description

Job Description

Capital Title Insurance Agency is a highly regarded Title agency in Michigan that sets the standard for serving real estate professionals, lenders, sellers, and buyers. We are committed to performing all necessary functions in-house and in the shortest possible time.

We are currently seeking a Lender Liaison II f or our Traverse City Region .

Major Duties and Responsibilities include:

• Work with lender portals and Closing Disclosure Forms and follow applicable TRID requirements.
• Inform appropriate parties of the closing date set by the lender.
• Ensure funds are receipted and disbursed in file balance.
• Request commitment revisions: revise title work as permitted.
• Assist in creating pre-CDFs.
• Process and complete all documents associated with Buy-Side transactions.
• Prepare all lender documents.
• Review lender closing instructions for critical information; communicate to the closing officer.

Qualifications preferred to be successful in this position:

• Previous experience in the title, mortgage, real estate, banking, or a related transactional/administrative environment is preferred, but not required .
• Familiarity with lender portals, Closing Disclosure Forms, and/or TRID regulations is preferred. Training may be provided for the right candidate.
• Strong attention to detail and accurate data-entry skills.
• Comfortable learning new systems and working with multiple files and deadlines.
• Proficiency with Microsoft Word, Excel, Outlook, and general computer systems.
• Strong written and verbal communication skills.
• Strong organizational, problem-solving, and basic mathematical skills.
• Ability to work both independently and collaboratively in a fast-paced environment.
• A willingness to learn, take initiative, and provide excellent customer service.

Competencies needed to be successful in this position:

• Reasoning Ability: Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
• Decision Making/Problem Solving: Uses reason even when dealing with emotional topics; Generates sensible, realistic, and/or practical solutions to problems.
• Integrity: Puts the organization’s interests above self; ability to remain consistent in terms of what one says and does in terms of behavior towards others.
• Analysis/Strategic Skills: Identifies problems and opportunities; Relates and compares data from different sources.
• Interpersonal Skills: Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others’ ideas and tries new things.
• Planning/Organizing: Prioritizes and plans work activities; Uses time efficiently; Able to plan a course of action for self to ensure the accomplishment of specific objectives.
• Teamwork: Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Contributes to building a positive team spirit.
• Quality/Quantity: Demonstrates accuracy and thoroughness in work and research activities; Strong attention to detail; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality; Meets productivity standards; Completes work in a timely manner by exhibiting a sense of urgency with all files and/or outstanding issues associated with the files.
• Adaptability: Flexes; Adjusts quickly to changing priorities.
• Initiative: Has the ability to work independently without direct supervision; Volunteers readily; Asks for and offers help when needed.
• Customer Service/Alignment: Provides superior customer service by anticipating the needs of the customer, Maintains, and grows the Capital Title’s business by responding and following up on all file inquiries in a timely, professional manner; Has a strong sense of urgency by responding to requests for service and assistance and meets commitments; Makes each customer feel their needs are top priority; Solicits customer feedback to improve service.

Exhibits understanding, practices, and focuses on the company values - EXCITE, Excellence, Caring, Integrity, Teamwork, and Empowerment.

Application Process

To express interest in this opportunity, please submit resumes or direct inquiries to:

Jack Tharp

View email address on us.fitly.work