GSE Closing Analyst

Jobtailor; Maryland; On-site; USD 55,000 - 85,000; Full time

Job summary

Jobtailor in United States (Maryland) is seeking a Closing Support Specialist to assist Closing Officers with data management, due diligence, and document preparation for loan closings.

You will handle rate locks, document drafting, escrow analyses, and post-closing follow-ups while maintaining Salesforce data accuracy and collaborating with counsel and Delivery Management. A Bachelor’s degree and 1+ years in a corporate environment are preferred.

Qualifications

• Bachelor’s degree from an accredited four-year college or equivalent experience.
• 1+ years of experience in the corporate workforce preferred.
• Ability to work as a part of a team, while providing a strong individual contribution.
• Strong time management and organizational skills.
• Strong written and oral communication skills.
• Excellent judgment and dependability, including the ability to meet deadlines.
• Demonstrate working knowledge of Microsoft Word, Excel, and Outlook.
• Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
• Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders.

Responsibilities

• Provide closing support to the Closing Officers with a particular emphasis on data management, due diligence review, and document preparation
• Close assumptions, supplementals and vanilla agency loans under the supervision of a senior closing officer
• Support Delivery Management.
• Manage receipt and review of due diligence items and ensure all necessary participants receive copies
• Track rate lock and closing special conditions
• Assist with drafting commitments
• Calculate interest only payments / generate amortization schedules
• Prepare rate lock confirmations
• Prepare C&D commitments and submissions on Fannie Mae deals
• Upload required Freddie Mac documentation
• Prepare escrow analyses for tax and insurance escrows
• Prepare reconciliation of application fee and third-party costs
• Generate closing documents for review by Closing Officer and prepare accounting packages and bank packages for funding
• Prepare Kyriba entries and submit for 1st level approval
• Ensure that data in Salesforce is complete and accurate throughout the process
• Set up Servicing Deliverables folder within 48 hours of closing
• Follow up with counsel if documents are not received by required deadline
• Generate Enterprise! within required timelines
• Prepare Funding Express submissions on Fannie Mae deals and provide necessary information and back-up support to Delivery Management
• Review C&D and the final 4662 before submission of the loan for securitization to ensure accuracy and consistency
• Track and follow up on post-closing requests from Fannie Mae and Freddie Mac
• Back up the closing analyst responsible for the preparation of income notices /bank communication related to funds to be received / Salesforce updates on ASAP and Freddie purchases / Freddie Mac weekly exception report / management of the fireproof safe log / management of original POAs from Fannie Mae
• Perform other duties as assigned.

Skills

Data Management

Due Diligence Review

Document Preparation

Microsoft Excel

Salesforce

Education

Bachelor’s degree from an accredited four-year college or equivalent experience

Tools

Kyriba

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

• Provide closing support to the Closing Officers with a particular emphasis on data management, due diligence review, and document preparation
• Close assumptions, supplementals and vanilla agency loans under the supervision of a senior closing officer
• Support Delivery Management.
• Manage receipt and review of due diligence items and ensure all necessary participants receive copies
• Track rate lock and closing special conditions
• Assist with drafting commitments
• Calculate interest only payments / generate amortization schedules
• Prepare rate lock confirmations
• Prepare C&D commitments and submissions on Fannie Mae deals
• Upload required Freddie Mac documentation
• Prepare escrow analyses for tax and insurance escrows
• Prepare reconciliation of application fee and third-party costs
• Generate closing documents for review by Closing Officer and prepare accounting packages and bank packages for funding
• Prepare Kyriba entries and submit for 1st level approval
• Ensure that data in Salesforce is complete and accurate throughout the process
• Set up Servicing Deliverables folder within 48 hours of closing
• Follow up with counsel if documents are not received by required deadline
• Generate Enterprise! within required timelines
• Prepare Funding Express submissions on Fannie Mae deals and provide necessary information and back-up support to Delivery Management
• Review C&D and the final 4662 before submission of the loan for securitization to ensure accuracy and consistency
• Track and follow up on post-closing requests from Fannie Mae and Freddie Mac
• Back up the closing analyst responsible for the preparation of income notices /bank communication related to funds to be received / Salesforce updates on ASAP and Freddie purchases / Freddie Mac weekly exception report / management of the fireproof safe log / management of original POAs from Fannie Mae
• Perform other duties as assigned.

Requirements

• Bachelor’s degree from an accredited four (4) year college or equivalent experience
• 1+ years of experience in the corporate workforce preferred
• Ability to work as a part of a team, while providing a strong individual contribution
• Strong time management and organizational skills
• Strong written and oral communication skills
• Excellent judgment and dependability, including the ability to meet deadlines
• Demonstrate working knowledge of Microsoft Word, Excel, and Outlook
• Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
• Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders.

Core Competencies

Demonstrates expertise in data management, due diligence review, and document preparation for loan closings, with a strong focus on accuracy and compliance with Fannie Mae and Freddie Mac requirements. Proficient in generating closing documents and managing escrow analyses while ensuring effective communication and collaboration with team members.

Highest-signal resume keywords

• Data Management
• Due Diligence Review
• Document Preparation
• Microsoft Excel
• Salesforce

ATS Optimization Keywords

Hard Skills

• Closing Support
• Interest Calculation
• Amortization Schedule Generation
• Escrow Analysis Preparation
• Commitment Drafting
• Rate Lock Confirmation Preparation
• C&D Commitment Preparation
• Freddie Mac Documentation Upload
• Kyriba Entry Preparation
• Closing Document Generation

Soft Skills

• Time Management
• Organizational Skills
• Written Communication
• Oral Communication
• Team Collaboration

Industry Keywords

• Fannie Mae
• Freddie Mac
• Closing Officer
• Loan Closing
• Securitization

Tools & Technologies

• Salesforce
• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Kyriba