Administrative Assistant/Post-Closer

*THIS ROLE IS 100% IN OFFICE AT OUR TOMAH LOCATION, FULL TIME (30-35 hours/week); M-F 8:30AM - 4:30PM, lunch optional.
THIS POSITION IS NOT ELIGBLE FOR REMOTE WORK.
* The Closing Assistant/Admin will assist the Title Agent/Closer in processing of the Closing Disclosures (CD), assist in post-closing and disbursement of loan packages, and provide support for the branch in which they are working.
In addition to providing customer service and processing closings, the Closing Assistant/Post-Closer will help assist in facilitating closings with customers/lenders/realtors, obtaining necessary signatures.
This team member will work with a diverse group of clients/guests/public in their branch, requiring a high level of professionalism and confidentiality.
This position will work closely with the Branch Manager to assist in all areas of the closing process; both pre-closing and post-closing.
*Essential Functions:* *General Duties* · Professional communication and collaboration with customers/realtors/lenders/legal professionals, and co-workers to obtain all needed information to process closing documents.
· Work with Title Examiner to obtain Updated Commitment (with new effective date marked up) prior to closing.
· Coordinates with buyer/seller/lender/realtor/legal professional date, time, and location of closing · Facilitate closings with buyers/sellers/lenders/realtors/legal professionals · Copy pertinent documents and distribute to parties present at closing within company and industry guidelines · Disburse checks to parties present at closing · Travel to buyer/seller/lenders/realtors/legal professionals to facilitate closings, when needed · Build and maintain relationships with lenders and realtors to identify future sales opportunities · Verify CPL information, if requested by Lender · Prepare documents necessary for processing o Closing Documents (CD) for Closer o Recordable documents (Deeds, HT110, etc.
) o Seller documents · Verify information necessary for processing o Accuracy of legal description o Manner of funding (wire or check) BEFORE document preparation o Funding RECEIVED prior to closing o Wire instructions · Print necessary documents for closing o Checks o Lender documents · Order payoffs with “payoff good through” dates · Order final water bills for closing · Prepare 1099S Certifications to be signed at closing · Review all documents prior to closing for accuracy · Verify Funding Authorization was obtained by Closer at the table · Re-verify funding prior to finalizing disbursements · Print any remaining checks not printed prior to closing · Disbursement of Closing documents following the closing in a timely manner o Checks to 3rd parties abiding by all closing instructions provided and within the guidelines of the company o Copies to parties not present at closing within company and industry guidelines · Verify and execute Payoffs o Initiate payoff wire or overnight payoff to meet the required timelines for accruing interest · Make deposits of checks into correct accounts following closing o Funding checks o Operations checks · Examine title search to determine information needed to correctly and completely produce title commitment for insurance while conforming to all company and underwriter guidelines · Process necessary documents and filings, post-closing o e-Recordings for counties that e-record.
o Mail recordings to counties that do not process e-recordings · Prepare final 1099S to be sent to seller and a copy to be retained for company IRS reporting at year end o Based on information on 1099S Certification completed and signed at closing · Copy & scan required documents for electronic retention · Process and return loan packages to lenders · Examine final File Ledger for accuracy · Assist in basic office needs; answering telephones, greeting customers/clients, helping Closer or Branch Manager in areas needed.
*Other Information* · Position Type/Expected Hours of Work o This is a full-time (30-35 hr/wk) position, schedule negotiable.
Days and hours of work are Monday through Friday, 8:30am to 4:30pm with an optional lunch break.
*Competencies:* *Analytical Skills* · Computer Skills · Decision-Making · Organizational Knowledge · Innovative Thinking · Accuracy *Interpersonal Skills* · Team work · Interpersonal Skills *Communication* · Communication · Listening · Telephone etiquette · Collaboration Skills *Personal Attributes* · Integrity · Dependability · Positive Demeanor · Professionalism · Stress Tolerance · Initiative · Adaptability/Flexibility *Organization* · Multi-Tasking · Time Management · Detail Orientation · Planning & Organizing · Follow through *Administration* · Maintaining Confidentiality · Organization · Proficiency *Qualifications:* · High School Diploma required.
Associates Degree in Business related field, or alike is preferred.
· Minimum 1 year of mortgage processing or title insurance industry experience in a professional office setting.
· Strong verbal and written communication skills · Strong computer proficiency with Microsoft Office Suite.
· Ability to multi-task and willingness to take on additional tasks to ensure customer satisfaction · Ability and willingness to professionally communicate and collaborate with co-workers/customers/realtors/lenders/legal professionals to obtains all needed information to process closing documents Job Types: Full-time, Part-time Pay: $15.
00 - $17.
00 per hour Expected hours: 30 – 40 per week Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Employee discount * Flexible schedule * Health insurance * Life insurance * Paid time off * Parental leave * Referral program * Retirement plan * Vision insurance Schedule: * 8 hour shift * Day shift * Monday to Friday Application Question(s): * What is your desired salary requirement? Experience: * Loan Processing: 1 year (Preferred) * Title Insurance/Escrow: 1 year (Preferred) License/Certification: * Certified Notary Public (Preferred) Work Location: In person