Chattel Closing Assistant

Job Description

REQUIREMENTS

• Proficient knowledge of Microsoft Office
• High School Diploma (or equivalent) or two years consistent work history is required
• Ability to communicate professionally and effectively with borrowers, builders, and team members to support a positive customer and team experience
• Capable of handling multiple assignments simultaneously while remaining organized and responsive to team needs.
• Ability to adjust easily to work situations based on team member, group, or business needs.
• Excellent listening, organizational, and time management skills.

RESPONSIBILITIES

• Assist with maintaining loan pipelines and providing status updates to borrowers, builders, and internal partners.
• Support the closing and funding process by sending closing documents, tracking signatures, and following up on outstanding requirements.
• Collect, review, and organize funding conditions and supporting documentation for accuracy and completeness.
• Obtain verifications of employment, address verifications, and other required borrower documentation.
• Review signed closing documents and identify missing items or discrepancies for resolution.
• Assist with accurately updating loan statuses and clearing funding conditions in accordance with established workflows.
• Maintain regular follow-up on document signatures, funding conditions, and loan status updates to support timely funding.
• Learn and understand all closing documents, workflows, policies, and funding procedures.
• Support funding preparation and communicate clearly and accurately with Accounting and other internal departments as directed.
• Adhere to all compliance requirements, service level expectations, and funding timelines.
• Provide coverage and support for loan pipelines during Closing Specialist absences and periods of increased volume.
• Escalate issues promptly and according to established escalation procedures.
• Perform additional duties and special projects as assigned by the Closing Specialists or Closing Manager.

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