Senior Loan Closer Resume Samples

A Senior Loan Closer coordinates the various phases of loan closing tasks. The job responsibilities include preparing loan closing packages, ensuring all paperwork is complete, and communicating with parties involved in the transaction. A professional Senior Loan Closer Resume indicates the following duties and responsibilities – preparing and reviewing loan closing packages and paperwork; ensuring the accuracy and completeness of documents; managing and resolving any concerns, problems, and documentation issues; maintaining accurate closing schedules; and coordinating with mortgage closing proceedings.

The most common skills required for the job include the following – knowledge of different loan types; working knowledge of mortgage industry regulations; good communication skills, knowledge of financial software programs; strong attention to details; and math skills. While formal education is not mandatory, possessing a high school diploma or GED will be useful. Possessing a loan closing certificate program will be appreciated.

 

Senior Loan Closer Resume example

Senior Loan Closer Resume

Summary : Training and Quality Assurance professional with nineteen years of experience in the financial services industry. Proficient in facilitation, adult learning techniques, and individual/group coaching.

Skills : Call Monitoring, Quality Assurance, Call Center, Collections, Customer Service.

Description :

    1. Closed mortgage loans that were originated in the Chase banking centers.
    2. Worked with the applicable loan officers, underwriters, processors.
    3. Performed the initial reviews on all loan assignments.
    4. Communicated with the various title companies to ensure HUD-1 Settlement Statement reconciliation.
    5. Prepared and drew closing documents and submitted them to the title companies.
    6. Funded the loans by electronically transmitting wire amounts.
    7. Maintained the integrity of an online roster that represented over 5000 mortgage default phone agents nationally.
    8. Ensured that these agents recorded properly for Q.A.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Arts


Junior/Senior Loan Closer Resume

Objective : Looking for an opportunity to gain further knowledge and experience managing products, software life cycles and integration.

Skills : Proficient with several mortgage platforms and Microsoft Office programs.

Description :

    1. Verifies all underwriting conditions have been satisfied, RESPA/HOEPA issues have been addressed and properly documented.
    2. Reviews loan documents needed to satisfy internal, external, and regulatory requirements in accordance with loan programs.
    3. Works with lending institutions and customers to clear various title problems, such as liens, lawsuits, and judgments.
    4. Reviews payoffs on existing loans, title commitments, surveys, and insurance information.
    5. Verifies accuracy, identifying potential issues, and works to resolve those issues in a timely manner such as scheduling and balancing issues.
    6. Communicates commitment periods, loan terms, conditions, and funding dates to escrow.
    7. Coordinates the funding and recording dates with escrow.
    8. Coordinates funds to title companies and works to ensure final HUD/Loan Closing Disclosure.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Accounting


Senior Loan Closer III Resume

Headline : Extensive DE Underwriting experience with CHUMS ID and strong personal achievements in the financial arena, experienced in Mortgage Banking, i.e. FHA, VA, Conforming, Non-Conforming, VHDA, USDA and Non-Traditional loan products. Innovative with an established reputation for developing new ideas to improve business.

Skills : Microsoft, Excel, Outlook.

Description :

    1. Reviewed all FHA, VHDA, VA, and Conventional residential purchase and refinance mortgages prior to closing.
    2. Maintained contact with customers, sales representatives, settlement agents, and realtors concerning the scheduling of closing dates.
    3. Authorized the release of settlement funds and monitor the receipt of completed closing packages from an agent, ensuring the accuracy of legal documents.
    4. Prepared accurate closing instructions/documents; input data into loan origination system; and ensure that the package is received by the closing agent prior to settlement.
    5. Submitted mortgage insurance premiums/funding fees to insurer/agency, and submit loan packages to appropriate government agencies for LGC/MIC.
    6. Monitored the accuracy and complete distribution of all branch reports.
    7. Provided training/assistance to closing staff assist the Branch Manager as required.
    8. Responsible for settlement, post-closing, loan guarantee, funds disbursement, and final document delivery in accordance with an investor/corporate guidelines.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Senior Loan Closer II Resume

Objective : Multi-task, detail oriented communicator with excellent people skills. Strong background in customer service, problem solving, time management, scheduling, planning, document control. Creative, independent thinker, who works well in a team environment and successful in leadership roles.

Skills : Time Management, Multiple Use Of Computer Programs.

Description :

    1. Funds conventional loans according to established timelines, per regulations and procedures.
    2. Reviews approved loan to ensure that documents are complete, Title, HUD, GFE are consistent and all other documents are in compliance.
    3. Completes required checklists/worksheets as needed.
    4. Coordinates and schedules closing.
    5. Prepares and packages loan funding documents for shipping.
    6. Reviews and respond to exception reports.
    7. Maintains awareness of all legal regulations.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Senior Loan Closer I Resume

Objective : Excel in career and deliver extraordinary job performance to employer and continue the expansion of knowledge base to improve ability to be the best Associate. Utilize and obtain all skills necessary to achieve and exceed expectations by the company.

Skills : Quickbooks Pro, Excel And Outlook, Lacerte, TaxAct, MAS 200, CTUIT.

Description :

    1. Reviewed, evaluated, and processed requests for loan documentation whether unsecured or secured by real property or personal property.
    2. Ordered from and work with approved bank attorneys on the preparation of loan documentation requests.
    3. Prepared internal loan documents for new, renewed, or modification loans.
    4. Insured that all loan documents are constructed and executed in accordance with the bank's loan policies and procedures.
    5. Prepared loan closing instructions with attorneys.
    6. Prepared closing instructions and support documentation to attorneys to facilitate the preparation of legal loan closing documentation.
    7. Worked with loan officers and loan assistants to gather all necessary customer and collateral documentation to minimize exceptions prior to or after closing documents.
    8. Assisted the Lending Officer in managing the closing process and meet bank and borrower timing expectations.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Elementary Education

Senior Loan Closer III Resume

Headline : Seasoned Loan Funder/Closer with more than 15 years of experience in fast-paced loan and finance industry with wide ranging experience in audits, reporting, balancing and problem solving. Excellent analytical skills and results-focused team player. Track record of achieving exceptional results all while focusing in the best interest of company and the customer and or client.

Skills : Microsoft Office, Adobe Photoshop, AFS, Salesforce, Calyx Point, Lotus Notes & Social Media .

Description :

    1. Generated and sent loan documents to closing agent, balance, and reconcile HUD for approval.
    2. Received, reviewed and audit executed loan documents.
    3. Authorized funding disbursement and ensure that my funding figures balance with the closing agent in result of no shortages and timely recordings of our first position trust deed.
    4. Handled the tasks of Preparing Note, Deed of Trust and Truth in Lending disclosures in according with Regulations X and Z.
    5. Responsible for reviewing title commitments, termite inspections and se lement statements prior to releasing funds.
    6. Performed the tasks of solving issues that might arise at closing or before closing.
    7. Ensured the final loan documentation, wire requests, escrow coordination, and shipment to investors and warehouse tasks in a timely and accurate manner.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Accounting

Senior Loan Closer/Processor Resume

Objective : To secure a challenging Senior Loan Closer position within the mortgage banking industry where education and experience can cultivate to its utmost potential, while enhancing organizations profitability and realizing corporate goals with the opportunity for personal development and career advancement.

Skills : Loan Processor, Loan Specialist, Banking.

Description :

    1. Prioritized and prepared various closing documents.
    2. Reviewed and modified settlement statements (HUDs).
    3. Pulled flood certifications using pinnacle data systems.
    4. Incorporated escrow accounts per customer request.
    5. Verified margins and APR' on critical loan documents.
    6. Prepared fax transmittal documents for same-day closings.
    7. Boarded loans and post closed files to the corporate office.
    8. Resolved various closing table issues.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Certificate

Senior Loan Closer/Specialist Resume

Summary : To secure a long term position where skills and knowledge can contribute to the success of your company. Looking to make a career change and try something new.

Skills : Tanker Endorsement, Mortgage, Title, Real Estate.

Description :

    1. Responsible for the assignment of loan files to other funders.
    2. Ensured insurance policies were current and accurate coverage was sustained.
    3. Verified that the borrower's program and the lock was accurate.
    4. Imported all information for the loan in Swiftsend.
    5. Generated closing package to company guidelines.
    6. Dispersed and authorized a funding check or wire transfer.
    7. Reviewed Hud-1 for accuracy to fees charged, property address, borrower's information, and completeness.
    8. Forwarded file to in house post-closing department.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Senior Loan Close/Analyst Resume

Objective : Many years experience in an Senior Loan Closer in the mortgage industry. Drawing documents and funding nationwide. REO management, Escrow operations, Administrative Assistant and Customer Service, particulary skilled in troubleshooting to meet all deadlines and streamlining job to increase efficiency and effectiveness in workflow.

Skills : Early Out Collection Member Services, Customer Service, Call Center.

Description :

    1. Draw, prepared, and submitted Loan closing package, including the issuance of funds, closing instructions to ensure the marketability of loans.
    2. Provided a weekly status update of all loans in process.
    3. Reviewed Escrow Instructions and Preliminary Title Reports for discrepancies.
    4. Ordered any supplements, amendments, and the correct endorsements.
    5. Reviewed appraisals, lock-in agreement, loan program, and loan approval letters to ensure the documents are prepared correctly and accurately.
    6. Completed documentation, and ensure proper forms are required for each loan.
    7. Prepared funding figures wire and forward Collateral bank package.
    8. Assisted in training of new hires to the department and serve as a backup to supervisor in absence.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Diploma

Senior Loan Closer Resume

Summary : A successful mortgage loan closer with fourteen years mortgage experience including planning, developing and implementing closing procedures in compliance with all federal, state, and company regulations. Proven experience in conventional, FHA, VA, and SONYMA loan types. Recognized throughout career for exceeding goals. Adept at a variety of mortgage processing systems with a track record of delivering excellent customer service while meeting all company objectives.

Skills : Banking, Loan Processor, Loan Advisor.

Description :

    1. Recognized numerous times as the number one closer in the branch (out of 8 closers).
    2. Selected by management to handle difficult files.
    3. Scheduled loan closing, and compiled and typed closing documents.
    4. Reviewed approved mortgage loans to determine conditions that must be met prior to closing.
    5. Called borrower, real estate broker, and title company to request specified documents, such as the receipt for payment of outstanding tax bill.
    6. Verified accuracy, and consistency of specifications on documents.
    7. Answered questions regarding closing requirements.
    8. Entered numbers, and calculated loan interest and principal payment, and closing costs.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business Management