A Closer is a mortgage or loan Closer who will undertake the task of assembling, preparing, reviewing and closing documents pertaining to loans. The Closer Resume identifies the following core duties and responsibilities – preparing closing documents and making sure they are correct and accurate; reviewing documents to check for any errors, confirming pricing and program is correct; acting as main point of contact between all parties such as applicants, closing agents, vendors and attorneys; coordinating delivery of documents before closure; and ensuring compliance with state and federal regulations.
Those seeking to make a career in this field should focus on the following – mortgage industry experience, strong communication skills, and basic computing knowledge, meticulous and focused approach to work, business acumen, and conflict resolution skills. While formal education may not be required, employers give preference to those having wide experience in processing and closing loan products.
Objective : Dynamic Closer with two years of experience in the mortgage industry, adept at managing closing processes and ensuring compliance. Proven ability to communicate effectively with clients and stakeholders, facilitating smooth transactions. Committed to delivering exceptional customer service while maintaining accuracy in documentation and data management.
Received loan files from the Underwriting Department to prepare closing documents accurately.
Entered final numbers and escrow account information into Excel for verification.
Utilized software systems to generate HUD statements and closing packages.
Reviewed documents for accuracy prior to mailing to title companies.
Coordinated with title companies and insurance agents to verify necessary information.
Communicated with taxing authorities to confirm tax amounts and due dates.
Ensured customer satisfaction by assisting at the front counter and drive-thru.
Experience
0-2 Years
Level
Entry Level
Education
A.S. in BA
Senior Closer Resume
Headline : Accomplished Senior Closer with over 7 years in the mortgage industry, skilled in executing complex closing transactions and ensuring regulatory compliance. Expertise in fostering client relationships and coordinating with diverse stakeholders to facilitate seamless processes. Dedicated to maintaining high standards of documentation accuracy and providing exemplary service throughout the closing cycle.
Skills : Mortgage Processing Expertise, Active Listening, Persuasion Skills, Time Management, Sales Strategy
Description :
Conducted thorough audits of loan packages to ensure all documents met compliance standards and were properly organized.
Facilitated same-day shipping of collateral, adhering to strict timelines.
Proactively communicated with funders about missing documentation or discrepancies in packages.
Reviewed and verified closing information for accuracy before document preparation.
Entered loan data into the system, generating and printing necessary closing documents.
Maintained exceptional organization and cleanliness in the workspace, ensuring a professional environment.
Collaborated with team members to enhance workflow efficiency and compliance adherence.
Experience
5-7 Years
Level
Senior
Education
B.S.B.A.
Closer Resume
Objective : Enthusiastic Closer with two years of hands-on experience in the mortgage sector, skilled in executing closing transactions and ensuring adherence to industry regulations. Proven track record in building rapport with clients and facilitating effective communication to enhance the closing process. Dedicated to delivering precise documentation and outstanding customer support throughout every transaction.
Skills : Document Management Software, Customer Relationship Management (crm), Data Entry Accuracy, Regulatory Compliance Knowledge, Relationship Building, Communication Skills
Description :
Executed all aspects of the closing process, ensuring accurate and timely completion of necessary documentation.
Coordinated with title insurance companies to finalize closing numbers and deliver closing packages.
Reviewed and approved preliminary HUD-1s, ensuring accuracy and compliance with regulations.
Provided exceptional customer service by answering client inquiries and addressing concerns related to closing.
Conducted final closing calls with clients to provide updates and confirm details prior to closing.
Managed various loan types including Conventional, FHA, and VA transactions, ensuring adherence to distinct requirements.
Resolved post-closing issues by obtaining necessary documentation from clients and title companies efficiently.
Experience
0-2 Years
Level
Junior
Education
A.S.
Lead Closer Specialist Resume
Summary : With a decade of expertise in the mortgage sector, I excel in orchestrating complex closing transactions while ensuring compliance with regulatory standards. My strong focus on stakeholder communication and relationship management has consistently resulted in smooth, efficient closings. I am dedicated to delivering precise documentation and exceptional service that enhances the overall client experience.
Skills : Documentation Accuracy, Negotiation Skills, Problem Solving, Closing Techniques, Customer Relationship Mgmt, Lead Generation
Description :
Managed the preparation and tracking of Closing Disclosures in compliance with TRID regulations.
Collaborated with closing agents to verify final loan figures for accurate Closing Disclosures.
Coordinated all loan documentation for closing, ensuring quality control before funding.
Provided exceptional customer service, addressing concerns pre- and post-closing.
Expertly manage sales calls to convert leads into loyal customers.
Prepared funding packages for warehouse lenders, ensuring timely delivery.
Established wire transfers for closing agents, reviewing packages for funding authorization.
Experience
7-10 Years
Level
Management
Education
B.S. in BA
Closer Resume
Objective : Results-oriented Closer with two years of experience in the mortgage industry, specializing in efficient closing processes and meticulous compliance checks. Highly skilled in client engagement and collaboration with stakeholders to ensure seamless transactions. Passionate about providing outstanding service while maintaining precise documentation and data accuracy.
Skills : Proficient In Document Management Software, Presentation Skills, Objection Handling, Emotional Intelligence, Team Collaboration, Goal Setting
Description :
Conducted thorough reviews of closing documentation for compliance, ensuring accuracy in title, hazard insurance, TIL, and GFE.
Prepared and verified all documentation for closing, including HUD reviews, ensuring compliance and approvals.
Assisted in the closing process by meticulously reviewing documents and HUD statements.
Executed closing tasks, with a focus on accuracy in documentation.
Ensured all documents required for fund issuance were accurately reviewed.
Performed compliance audits, including re-disclosures and GFE reviews according to RESPA regulations.
Maintained organized records for all closing transactions to facilitate audits and reviews.
Experience
0-2 Years
Level
Entry Level
Education
B.A.
Senior Closer Consultant Resume
Summary : Seasoned Senior Closer Consultant with a decade of experience in the mortgage sector, specializing in managing intricate closing processes and ensuring adherence to regulatory standards. Proven expertise in fostering strong client relationships and collaborating with diverse stakeholders to streamline transactions. Committed to delivering precise documentation and exceptional service that enhances client satisfaction.
Managed comprehensive loan preparation for closing, ensuring all critical documents are accurate and compliant.
Executed data entry and generated closing packages, enhancing operational efficiency.
Reviewed and approved HUD-1 statements, guaranteeing compliance with industry regulations.
Verified the accuracy of wired funds prior to disbursement and submitted timely check requests.
Ensured all closing conditions were satisfied before issuing funding numbers.
Facilitated effective communication among all parties to ensure timely loan closings.
Maintained a clean and organized workspace, promoting customer satisfaction and operational integrity.
Experience
10+ Years
Level
Executive
Education
B.S.B.A.
Closer Resume
Headline : Accomplished Closer with 7 years in the mortgage industry, proficient in managing comprehensive closing transactions and ensuring regulatory compliance. Expert in building strong client relationships and collaborating with diverse stakeholders to streamline processes. Committed to delivering precise documentation and exceptional service that enhances the client experience from start to finish.
Established a reputation for accuracy and efficiency in closing transactions.
Managed a POS system for recording and completing customer purchases accurately.
Resolved client inquiries and complaints promptly, ensuring high customer satisfaction.
Coordinated with clients to ensure all documentation was prepared and accurate for closings.
Recommended solutions for out-of-stock products based on customer requests.
Engaged customers to assess their needs and provide tailored service.
Provided detailed information on merchandise and pricing to facilitate informed decisions.
Experience
5-7 Years
Level
Management
Education
B.S. in BA
Junior Closer Resume
Objective : Motivated Junior Closer with 5 years of experience in the mortgage sector, skilled in managing closing processes and ensuring compliance with industry regulations. Proficient in building strong relationships with clients and stakeholders, facilitating seamless transactions. Passionate about delivering exceptional service and maintaining high standards of documentation accuracy.
Managed the preparation and execution of closing documents for mortgage transactions.
Ensured compliance with all regulatory requirements throughout the closing process.
Communicated effectively with clients to address inquiries and provide updates.
Coordinated with title companies, lenders, and real estate agents for seamless transactions.
Maintained accurate records and documentation for all closing activities.
Assisted in resolving any issues that arose during the closing process.
Provided exceptional customer service to enhance client satisfaction and retention.
Experience
2-5 Years
Level
Junior
Education
B.S. in B.A.
Closer Resume
Objective : A proactive Closer with two years of experience in the mortgage industry, excelling in the management of closing processes and ensuring compliance with regulations. Skilled at building strong relationships with clients and stakeholders, I drive seamless transaction execution. My commitment to accuracy and exceptional customer service consistently enhances the client experience.
Managed the posting of funds to loans, ensuring accuracy in all transactions.
Collaborated with internal and external departments to facilitate closing processes.
Communicated effectively with attorneys and third parties to resolve issues.
Demonstrated strong multitasking abilities in a fast-paced environment.
Provided exceptional customer service to clients during the closing process.
Assisted in preparing closing documentation to ensure compliance.
Maintained a clean and organized workspace to enhance customer experience.
Experience
0-2 Years
Level
Entry Level
Education
B.S. Finance
Closer Resume
Objective : Proficient Closer with two years of experience in the mortgage sector, skilled in overseeing closing transactions and ensuring compliance with industry standards. Demonstrated ability to foster strong client relationships and facilitate effective communication among stakeholders. Passionate about delivering accurate documentation and exceptional service to enhance client satisfaction.
Skills : Detail-oriented, B2b Sales, Lead Qualification, Sales Process Optimization, Market Trends Analysis
Description :
Oversaw the management of closing processes for mortgage transactions, ensuring compliance with all regulatory requirements.
Facilitated communication between clients, loan officers, and attorneys to ensure smooth transaction execution.
Maintained meticulous documentation accuracy throughout the closing process, resulting in a 98% error-free rate.
Trained new staff on closing procedures and compliance standards to enhance team performance.
Collaborated with stakeholders to address and resolve any transaction-related issues promptly.
Developed and implemented strategies to improve client engagement and satisfaction during the closing process.
Assisted in the preparation of closing documents and ensured timely delivery to all parties involved.
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