Lender Liaison II

Real Estate One; Traverse City (MI); On-site; USD 42,000 - 54,000; Full time

Job summary

Capital Title Insurance Agency in Michigan seeks a Lender Liaison II to support lender-related real estate transactions in the Traverse City region. You will handle lender portals, Closing Disclosure forms, and related TRID processes, ensuring timely communication of closing dates and accurate fund handling.

The role emphasizes attention to detail, data accuracy, and customer service, with opportunities to learn new systems and work independently within a fast-paced team environment.

Qualifications

• Experience in title, mortgage, real estate, banking, or related transactional/administrative environment is preferred but not required.
• Familiarity with lender portals, Closing Disclosure Forms, and TRID regulations is preferred; training may be provided for the right candidate.
• Strong attention to detail and accurate data-entry skills.
• Comfortable learning new systems and working with multiple files and deadlines.
• Proficiency with Microsoft Word, Excel, Outlook and general computer systems.
• Strong written and verbal communication skills.
• Strong organizational, problem-solving, and basic mathematical skills.
• Ability to work both independently and collaboratively in a fast-paced environment.
• A willingness to learn, take initiative, and provide excellent customer service.

Responsibilities

• Work with lender portals and Closing Disclosure Forms and follow applicable TRID requirements.
• Inform appropriate parties of the closing date set by the lender.
• Ensure funds are receipted and disbursed in file balance.
• Request commitment revisions: revise title work as permitted.
• Assist in creating pre-CDFs.
• Process and complete all documents associated with Buy-Side transactions.
• Review lender closing instructions for critical information; communicate to the closing officer.

Skills

Attention to detail

Data entry

Customer service

Communication skills

Organizational skills

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Lender portals

Job description

Capital Title Insurance Agency is a highly regarded Title agency in Michigan that sets the standard for serving real estate professionals, lenders, sellers, and buyers. We are committed to performing all necessary functions in-house and in the shortest possible time.

We are currently seeking a Lender Liaison II for ourTraverse City Region.

Major Duties and Responsibilities include:

• Work with lender portals and Closing Disclosure Forms and follow applicable TRID requirements.
• Inform appropriate parties of the closing date set by the lender.
• Ensure funds are receipted and disbursed in file balance.
• Request commitment revisions: revise title work as permitted.
• Assist in creating pre-CDFs.
• Process and complete all documents associated with Buy-Side transactions.
• Review lender closing instructions for critical information; communicate to the closing officer.

Qualifications preferred to be successful in this position:

• Previous experience in the title, mortgage, real estate, banking, or a related transactional/administrative environment is preferred, but not required.
• Familiarity with lender portals, Closing Disclosure Forms, and/or TRID regulations is preferred. Training may be provided for the right candidate.
• Strong attention to detail and accurate data-entry skills.
• Comfortable learning new systems and working with multiple files and deadlines.
• Proficiency with Microsoft Word, Excel, Outlook, and general computer systems.
• Strong written and verbal communication skills.
• Strong organizational, problem-solving, and basic mathematical skills.
• Ability to work both independently and collaboratively in a fast-paced environment.
• A willingness to learn, take initiative, and provide excellent customer service.

Competencies needed to be successful in this position:

• Reasoning Ability:Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
• Decision Making/Problem Solving:Uses reason even when dealing with emotional topics; Generates sensible, realistic, and/or practical solutions to problems.
• Integrity:Puts the organization’s interests above self; ability to remain consistent in terms of what one says and does in terms of behavior towards others.
• Analysis/Strategic Skills:Identifies problems and opportunities; Relates and compares data from different sources.
• Interpersonal Skills:Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others’ ideas and tries new things.
• Planning/Organizing:Prioritizes and plans work activities; Uses time efficiently; Able to plan a course of action for self to ensure the accomplishment of specific objectives.
• Teamwork:Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Contributes to building a positive team spirit.
• Quality/Quantity:Demonstrates accuracy and thoroughness in work and research activities; Strong attention to detail; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality; Meets productivity standards; Completes work in a timely manner by exhibiting a sense of urgency with all files and/or outstanding issues associated with the files.
• Adaptability:Flexes; Adjusts quickly to changing priorities.
• Initiative:Has the ability to work independently without direct supervision; Volunteers readily; Asks for and offers help when needed.
• Customer Service/Alignment:Provides superior customer service by anticipating the needs of the customer, Maintains, and grows the Capital Title’s business by responding and following up on all file inquiries in a timely, professional manner; Has a strong sense of urgency by responding to requests for service and assistance and meets commitments; Makes each customer feel their needs are top priority; Solicits customer feedback to improve service.

Exhibits understanding, practices, and focuses on the company values - EXCITE, Excellence, Caring, Integrity, Teamwork, and Empowerment.