Closer Specialist
Planet Home Lending
Closer Specialist
Join a winning team of innovative thinkers, seasoned mortgage professionals, and financial experts. Build your career at Planetrecognized as a Top Mortgage Employer by National Mortgage Professional.
The Closer Specialist prepares settlement statements and closing documents, understanding and complying with escrow instructions, conducting closings and handling funds placed through the Company's escrow account.
Essential Duties and Responsibilities
- Manages the entire real estate transaction process according to sales contracts, lender instructions, company requirements, and other written instructions.
- Reviews title commitments, sales contracts and other documents relating to residential real estate transactions for compliance and accuracy.
- Prepares Closing Disclosures/HUD-1 Settlement Statements, conveyance and other settlement documents necessary to complete closing transactions.
- Examines and clears requirements on title commitments and lender closing instructions.
- Obtains and prepares information needed to close a transaction.
- Works closely and coordinates closing transactions with clients, lenders, realtors, staff, and any other relevant parties to ensure a proper timely closing transaction.
- Balances the closing disclosure or HUD-1 Settlement Statements, reviews funds received and coordinates proper disbursement of closing funds.
- Performs other duties as assigned.
Position Requirements
Education
- Associates degree or equivalent related work experience required.
- High school diploma or equivalent required.
Experience
- Minimum 2 years closing experience.
Functional/Technical Skills
- Customer service oriented, with the strong drive to meet goals.
- Excellent product knowledge, client relations, and presentation skills.
- Strong follow up skills.
- Attention to detail.
- Retail Closings and multi-state experience
Environmental/Physical Demands
Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.
Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.
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