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Senior Associate, Mortgage & Real Estate Closing & Servicing

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Lincoln Financial Group
Full Time position
Listed on 2026-09-25
Job specializations:
  • Finance & Banking
    Loan Servicing, Financial Compliance
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below

Be Aware of Fraudulent Recruiting Activities
:
Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.

Please contact Lincoln's fraud team  if you encounter a recruiter or see a job opportunity that seems suspicious.

Select how often (in days) to receive an alert:

Alternate Locations: Charlotte, NC (North Carolina);
Greensboro, NC (North Carolina)

Work Arrangement:

In Office :
Employees willworkin a Lincoln office with a designated workspace.

Relocation assistance:is not available for this opportunity.

Requisition #:76586

The Role at a Glance
What you'll be doing
  • Interfacing with internal and external stakeholders, including production officers, production analysts, correspondents, borrowers, in-house counsel, outside counsel, title companies, accounting, treasury, servicing, portfolio management, and asset management personnel proactively to ensure loans are closed timely.
  • Managing and communicating transaction timelines to internal and external partners to verify all appropriate deadlines are met.
  • Identifying the legal and business risks associated with each mortgage loan investment being closed.
  • Performing pre-and post-closing functions including managing closing checklist to ensure completion and receipt of all required documents to review and close the loan.
  • Reviewing loan documentation, third party due diligence reports, title, survey, and insurance documentation for compliance with Lincoln’s requirements.
  • Transmitting loan information and documentation to servicing, asset management, accounting, and other departments, as necessary.
  • Reviewing loan settlement statements prepared by the escrow agent for accuracy.
  • Updating internal systems to ensure that appropriate internal reporting data reflects current information for the transaction.
  • Keeping management, deal team, borrower, and other parties informed of potential problems or delays and makes recommendations.
  • Working on projects and team initiatives as requested.
What we’re looking for
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required
  • 3-5+ Years’ experience in commercial mortgage loans that aligns with the specific responsibilities for this position.
  • Able to work a minimum of 40 hours per week, with four (4) days in the office.
  • Working knowledge of real estate law:
    Fee simple and leasehold estates;
    Foreclosures;
    Understanding subordinated interests.
  • Working knowledge of mortgage loan document types required for closing and servicing of loans.
  • Working knowledge of required insurance Acord forms and policies needed for closing.
  • Working knowledge of title insurance and UCC financing statements.
  • Critical thinking skills.
  • Must be detail oriented.
  • Strong organizational skills with the ability to manage multiple transactions and work independently in a time-sensitive environment where meeting established deadlines is critical.
  • Strong interpersonal/customer service skills with the ability to create/build and maintain relationships with internal and external stakeholders.
  • Excellent…
Position Requirements
10+ Years work experience
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