Lender Liaison II

Real Estate One Inc.; Traverse City (MI); On-site; USD 42,000 - 65,000; Full time

Job summary

Capital Title Insurance Agency, a leading Michigan title agency, seeks a Lender Liaison II for the Traverse City region. The role handles lender portals, Closing Disclosure forms, and TRID compliance in a fast-paced environment.

Responsibilities include preparing lender documents, coordinating closing dates, and ensuring accurate fund disbursement. Candidate should be detail-oriented with strong communication and organizational skills.

Qualifications

• Previous experience in title, mortgage, real estate, banking, or related environment is preferred, but not required.
• Familiarity with lender portals, Closing Disclosure Forms, and TRID regulations is preferred; training may be provided.
• Strong attention to detail and accurate data-entry skills.
• Comfortable learning new systems and handling multiple files and deadlines.
• Proficiency with Word, Excel, Outlook, and general computer systems.
• Strong written and verbal communication skills.
• Strong organizational, problem-solving, and basic mathematical skills.
• Ability to work independently and collaboratively in a fast-paced environment.

Responsibilities

• Work with lender portals and Closing Disclosure Forms and follow 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 and revise title work as permitted.
• Assist in creating pre-CDFs.
• Process and complete all documents for Buy-Side transactions.
• Prepare all lender documents.
• Review lender closing instructions for critical information; communicate to the closing officer.

Skills

Attention to detail

Data entry

Communication skills

MS Word

MS Excel

MS Outlook

Independent work

Teamwork

Customer service

Tools

Lender portals

Closing Disclosure Forms

TRID regulations

Job description

Job Description

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 f or our Traverse 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.
• Prepare all lender documents.
• 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.