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Lender Liaison II

Job in Traverse City, Grand Traverse County, Michigan, 49685, USA
Listing for: Real Estate One
Full Time position
Listed on 2026-10-08
Job specializations:
  • Finance & Banking
    Loan Servicing, Banking Operations
Salary/Wage Range or Industry Benchmark: 42000 - 54000 USD Yearly USD 42000.00 54000.00 YEAR
Job Description & How to Apply Below

Capital Title Insurance Agency is a highly regarded Title agency in Michigan that sets the standard for serving real estate professionals, lenders, sellers, and buyers. We are committed to performing all necessary functions in-house and in the shortest possible time.

We are currently seeking a Lender Liaison II for our
Traverse City Region
.

Major Duties and

Responsibilities include:
  • Work with lender portals and Closing Disclosure Forms and follow applicable TRID requirements.
  • Inform appropriate parties of the closing date set by the lender.
  • Ensure funds are receipted and disbursed in file balance.
  • Request commitment revisions: revise title work as permitted.
  • Assist in creating pre-CDFs.
  • Process and complete all documents associated with Buy-Side transactions.
  • Review lender closing instructions for critical information; communicate to the closing officer.
Qualifications preferred to be successful in this position:
  • Previous experience in the title, mortgage, real estate, banking, or a related transactional/administrative environment is preferred, but not required
    .
  • Familiarity with lender portals, Closing Disclosure Forms, and/or TRID regulations is preferred. Training may be provided for the right candidate.
  • Strong attention to detail and accurate data-entry skills.
  • Comfortable learning new systems and working with multiple files and deadlines.
  • Proficiency with Microsoft Word, Excel, Outlook, and general computer systems.
  • Strong written and verbal communication skills.
  • Strong organizational, problem-solving, and basic mathematical skills.
  • Ability to work both independently and collaboratively in a fast-paced environment.
  • A willingness to learn, take initiative, and provide excellent customer service.
Competencies needed to be successful in this position:
  • Reasoning Ability:Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
  • Decision Making/Problem Solving:Uses reason even when dealing with emotional topics;
    Generates sensible, realistic, and/or practical solutions to problems.
  • Integrity:Puts the organization’s interests above self; ability to remain consistent in terms of what one says and does in terms of behavior towards others.
  • Analysis/Strategic

    Skills:

    Identifies problems and opportunities;
    Relates and compares data from different sources.
  • Interpersonal

    Skills:

    Focuses on solving conflict, not blaming;
    Maintains confidentiality;
    Listens to others without interrupting;
    Keeps emotions under control;
    Remains open to others’ ideas and tries new things.
  • Planning/Organizing:Prioritizes and plans work activities;
    Uses time efficiently;
    Able to plan a course of action for self to ensure the accomplishment of specific objectives.
  • Teamwork:Balances team and individual responsibilities;
    Exhibits objectivity and openness to others’ views;
    Contributes to building a positive team spirit.
  • Quality/Quantity:Demonstrates accuracy and thoroughness in work and research activities;
    Strong attention to detail;
    Looks for ways to improve and promote quality;
    Applies feedback to improve performance;
    Monitors own work to ensure quality;
    Meets productivity standards;
    Completes work in a timely manner by exhibiting a sense of urgency with all files and/or outstanding issues associated with the files.
  • Adaptability:Flexes;
    Adjusts quickly to changing priorities.
  • Initiative:Has the ability to work independently without direct supervision;
    Volunteers readily;
    Asks for and offers help when needed.
  • Customer Service/Alignment:Provides superior customer service by anticipating the needs of the customer, Maintains, and grows the Capital Title’s business by responding and following up on all file inquiries in a timely, professional manner;
    Has a strong sense of urgency by responding to requests for service and assistance and meets commitments;
    Makes each customer feel their needs are top priority;
    Solicits customer feedback to improve service.

Exhibits understanding, practices, and focuses on the company values - EXCITE, Excellence, Caring, Integrity, Teamwork, and Empowerment.

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