Mortgage Loan Documentation Specialist; Closing

Job Category: Administrative/Clerical

Requisition Number: MORTG
005209

• Posted :
  October 14, 2026
• Full-Time
• On-site

Showing 1 location

We’re looking for an experienced professional to prepare closing loan packages for private banking clients, including portfolio and non-conforming mortgage products.

If you thrive on detail, deadlines, and hands‑on work that directly impacts clients, this role is for you!

• Prepare and review complex high‑value loan transactions including disclosures in compliance with TRID, Reg Z, and other applicable regulations
• Partner with loan officers and internal teams to gather required information and move loans efficiently through the process
• Review approval documents, title commitments, and other documents to ensure all loan requirements are met
• Identify and resolve documentation gaps to ensure smooth closings
• Manage multiple loan files simultaneously, ensuring deadlines are met without sacrificing accuracy.
• Work in a collaborative, team‑based environment
• Gain expertise in loan documentation and regulatory compliance while contributing directly to client success

• Minimum two (2) years of experience in one or more of the following areas:
  • Loan document preparation or mortgage processing prior to closing
  • Mortgage or real estate title/escrow operations, with direct involvement in preparing loan documents and/or settlement statements
  • Real estate agent or transaction/contract coordinator experience, with hands‑on preparation and management of contracts and/or closing documentation
    • Active real estate licenses must be placed in an inactive status upon hire
• Exceptional organizational skills and attention to detail
• Strong critical thinking and problem‑solving skills
• Ability to deliver high‑quality work under tight deadlines and shifting priorities
• Excellent written and oral communication skills
• Highly proficient PC skills including Microsoft Office applications and loan documentation systems (Experience with Laser Pro is preferred)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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