Loan Closing & Funding Specialist

NBT; City of Syracuse (NY); On-site; USD 28,000 - 37,000; Full time

Benefits offered by this job

401(k) with employer matching

Paid Time Off

Medical Coverage

Dental and Vision Coverage

Life Insurance

Parental Leave

Job summary

NBT is seeking a detail-oriented professional to support daily closing and funding operations in Syracuse, NY. You will prepare loan documents, coordinate with closing agents, and ensure files are complete and accurately stored in imaging systems.

The role requires familiarity with mortgage products and strong communication, organization, and multitasking skills to manage multiple tasks and inquiries efficiently.

Qualifications

• 2 years banking or lending experience preferred.
• 2 years in a professional work environment required, preferably within a bank, financial institution, or law office.

Responsibilities

• Engage closing agents to expedite the scheduling of closings to meet departmental service levels.
• Perform post-closing document review to validate documents before funding and authorize disbursements.
• Quality control and QA reviews on all closed loans in preparation for upload and storage; ensure data fields are accurate.
• Proactively manage a pipeline of missing or incomplete documents within service levels and follow up with agents.
• Answer internal and external inquiries with professional communication and strong customer service.
• Other duties as assigned.

Skills

Customer service

Communication

Microsoft Word

Microsoft Excel

Organization

Multitasking

Job description

NBT is seeking a detail-oriented professional to support daily closing and funding operations in Syracuse, NY. You will prepare loan documents, coordinate with closing agents, and ensure files are complete and accurately stored in imaging systems.

The role requires familiarity with mortgage products and strong communication, organization, and multitasking skills to manage multiple tasks and inquiries efficiently.