Real Estate Closing & Funding Expert

Citizens Alliance Bank; Great Falls (MT); On-site; USD 55,000 - 78,000; Full time

Job summary

Citizens Alliance Bank is seeking a Real Estate Closing & Funding Specialist to handle back-end loan processing, including disclosures, documentation, funding, and secondary market interactions. You will work closely with Real Estate Loan Processors to ensure timely completion of loans and compliance with MPF and regulatory requirements.

The role emphasizes accuracy, cross-team communication, and adherence to bank policies, with occasional travel for training as needed.

Qualifications

• High School diploma or GED is required.
• Continuing education to maintain job knowledge.
• Three to five years of banking, mortgage lending, loan processing, loan closing, loan funding, or related financial services experience.
• Knowledge of general accounting and general ledger (GL) processes.
• Proficiency with Microsoft Suites is preferred.

Responsibilities

• Oversee the back-end process of Real Estate loans, from creating a Closing Disclosure through the funding process.
• Collaborate with Mortgage Department Manager to analyze policy changes impacting Real Estate and MPF programs.
• Maintain compliance with bank products and services related to Real Estate Mortgage and MPF programs.
• Identify and resolve errors or omissions affecting loan documentation and funding.
• Prepare, review, and balance Closing Disclosures and final loan documentation for residential mortgage loans.
• Fund loan transactions and establish escrow accounts.

Skills

Mortgage closing

Loan funding

Regulatory compliance

Banking operations

Education

High School diploma or GED

Tools

Microsoft Office

Job description

Citizens Alliance Bank is seeking a Real Estate Closing & Funding Specialist to handle back-end loan processing, including disclosures, documentation, funding, and secondary market interactions. You will work closely with Real Estate Loan Processors to ensure timely completion of loans and compliance with MPF and regulatory requirements.

The role emphasizes accuracy, cross-team communication, and adherence to bank policies, with occasional travel for training as needed.