More jobs:
Lender Liaison II
Job in
Traverse City, Grand Traverse County, Michigan, 49685, USA
Listed on 2026-10-08
Listing for:
Real Estate One
Full Time
position Listed on 2026-10-08
Job specializations:
-
Finance & Banking
Loan Servicing, Banking Operations
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
.
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.
- 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.
- 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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