Closing & Funding Specialist

Builders Capital; Cleveland (OH); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Innovative Environment

Work Flexibility

National Impact

Health Insurance

Health Savings Account (HSA)

Competitive Compensation

Paid Time Off

Paid Holidays

Job summary

Casa Lending, a nationwide lender for real estate investors, seeks a Closing Coordinator to ensure a smooth, accurate loan funding process. You will verify documents, coordinate with title companies, closing attorneys, and the Treasury team to disburse funds timely and in compliance with policies.

The role emphasizes precision, stakeholder communication, and maintaining strong post-closing procedures. A bachelor’s degree in finance or business is required, with 0–2 years in mortgage funding or

Qualifications

• Bachelor's degree in finance, business, or related field.
• 0–2 years of mortgage funding, loan processing, post-closing, lock desk management, capital markets or similar role.
• Ability to learn and become familiar with mortgage documents, DSCR loan structures, and closing procedures.
• Excellent attention to detail and organizational skills.
• Strong communication and interpersonal skills for stakeholder relationships.
• Proficiency in mortgage software and Microsoft Office applications.
• Ability to analyze financial data and assess risk.
• Critical thinking to manage discrepancies during funding.

Responsibilities

• Verify the accuracy and completeness of loan files, including title reports and insurance.
• Prepare closing documents and coordinate with third parties to balance settlement statements.
• Review all signed loan documents for accuracy before releasing funds.
• Collaborate with Treasury to confirm source of funds and funding conditions.
• Ensure loan proceeds are disbursed accurately and timely to parties.
• Serve as liaison between lenders, title companies, closing attorneys, and internal stakeholders.
• Identify potential issues and escalate to senior members when needed.
• Create and maintain internal documents and reports related to funding activities.
• Maintain relationships with stakeholders to expedite post-closing and disposition of loans.
• Track KPIs related to post-closing and lock desk functions.

Skills

Attention to detail

Communication

Interpersonal skills

Mortgage software

Microsoft Office

Education

Bachelor's degree in finance, business, or related field

Tools

Mortgage software

Microsoft Office

Job description

Casa Lending, a nationwide lender for real estate investors, seeks a Closing Coordinator to ensure a smooth, accurate loan funding process. You will verify documents, coordinate with title companies, closing attorneys, and the Treasury team to disburse funds timely and in compliance with policies.

The role emphasizes precision, stakeholder communication, and maintaining strong post-closing procedures. A bachelor’s degree in finance or business is required, with 0–2 years in mortgage funding or