Home Equity Loan Closer
Core
Manage the final stages of the home equity loan process by preparing closing packages, reconciling documents, and coordinating with title partners to ensure timely and compliant closings for borrowers.
Role type
Home Equity Loan Closer (IC)
Builds
Accurate closing files and documents for home equity loans and HELOCs
Domain
Financial Services / Mortgage Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Mortgage loan closing, document review, Closing Disclosure reconciliation, TRID compliance, borrower communication, title partner coordination, loan origination system usage, checklist management, multi-pipeline prioritization
Preferred skills
Encompass usage, HELOC/second-lien experience, FHA/VA loan experience, high-volume closing (80-100 files/month)
Technologies
Loan origination system, Encompass
Responsibilities
Review closing files for compliance; Confirm document preparation within turn times; Process minimum three files daily; Reconcile and approve Closing Disclosures; Prepare accurate closing documents; Schedule loan closings with borrowers; Coordinate with title and settlement partners; Enter and maintain loan data in the system; Partner with processing and underwriting teams to resolve issues; Prioritize loan pipeline based on deadlines and complexity
Seniority
Mid-level, hands-on IC
