Real Estate Closer
Listed on 2026-02-28
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Finance & Banking
Loan Servicing, Banking & Finance, Financial Consultant, Regulatory Compliance Specialist
Overview
Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 13th year in a row ). This prestigious award announced by Best Companies
AZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience.
In addition to competitive wages, Credit Union West offers the following benefits:
- Full-time employees receive 100% paid health, dental & vision insurance
- Earn incentives up to 15%, depending on position
- 401K plan with employer matching funds up to 5%
- Profit Sharing
- Tuition reimbursement
- Gym membership reimbursement
- Paid time off for holidays, vacation, and sick days
- Credit Union West membership and discounts
Be part of our award-winning team!
Position SummaryResponsible for a range of funding requirements for mortgage and home equity loans and accurately transferring loan data into servicing platform. Prepare closing instructions, closing documents and loan proceeds for delivery to settlement agent/attorney within 24 hours of the scheduled closing date. Coordinate settlements and answer questions regarding closing requirements. Prepare wires for funding and submit payments and payoffs as necessary.
Review HUD-I Settlement Statement and Closing Disclosure for accuracy and compliance with RESPA and make corrections as needed. Prepare and deliver closed loans to post closing department within prescribed time frames. Supports a professional environment by delivering a service excellence attitude that builds trust and loyalty to inspire our members, employees, and communities to achieve their financial goals and enhance their quality of life.
Functions & Responsibilities
Coordinate settlements and answer questions regarding closing requirements. Balances the Closing Disclosure and initiates wires. Communicates closing instructions and requirements to members and internal staff as required.
Prepare and deliver closed loans to post closing department within prescribed time frames.
EDUCATION:
A high school diploma or G.E.D.
EXPERIENCE:
3-5 years of experience in Real Estate operations, including knowledge of secondary market requirements for packaging and delivering of file in a financial institution preferred.
Skills & Competencies- Thorough knowledge and understanding of RESPA TIL, NMLS, HDMA Federal Compliance.
- Live the mission, vision, and core values of the credit union.
- Able to communicate effectively and tactfully with employees and members both orally and in writing.
- Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
- Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.
- Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
- Thorough knowledge and understanding of organization’s Employee Handbook and policies.
- Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
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