HELOC Closing & Delivery Manager
Core
Manage day-to-day closing and investor delivery for a new HELOC lending platform, coordinating accurate, timely closings and loan delivery from clear-to-close through loan sale.
Role type
HELOC Closing & Delivery Manager
Builds
HELOC lending platform
Domain
Mortgage lending / Home Equity Lines of Credit
Required skills
HELOC closing operations, loan delivery, remote online notarization (RON), eClosing procedures, title commitment review, lien search analysis, collateral verification, funding controls, investor delivery coordination, pipeline management, quality control
Preferred skills
None stated
Technologies
LOS (Loan Origination System), integrated document platforms, eVault
Responsibilities
Develop and document HELOC closing checklists, LOS workflows, and quality-control standards; Review HELOC files for prior-to-closing conditions, disclosures, and document completeness; Coordinate with settlement agents, borrowers, and investors to schedule and complete in-person, hybrid, and RON eClosings; Review executed closing packages for accuracy and coordinate corrections before funding; Coordinate the transition of closed loans into the investor sale and delivery pipeline; Manage an assigned pipeline of HELOC files from post-approval through investor sale.
Seniority
Mid-level, hands-on IC