Remote Closing Operations Specialist - Broker Channel

Zippy

Bozeman (MT)

Remote

USD 65,000 - 90,000

Full time

12 days ago

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Benefits offered by this job

Equity in the company
Remote-first environment
Comprehensive health coverage
Paid time off
Training & licensing support
Career growth

Job summary

Zippy is seeking a Closing Operations Specialist - Broker to coordinate and execute closings for its broker channel. You will be the central contact for external brokers and settlement agents, ensuring timely, accurate final figures and documents, and guiding borrowers through digital closing and remote online notarization.

Join a remote-first team across the United States and help deliver a positive final experience as borrowers finance manufactured homes.

Qualifications

  • Two or more years of loan closing experience in the housing market; manufactured housing experience is appreciated.
  • Experience supporting mortgage brokers or wholesale lending transactions and coordinating with title companies, escrow officers or settlement agents.
  • Ability to review and balance final loan documents and settlement statements, identify discrepancies and coordinate timely resolution.
  • Strong written and verbal communication skills, with a professional, courteous and responsive approach to broker and settlement partner relationships.
  • Comfortable in a fast-paced environment that evolves as Zippy's technology and business scale.
  • Quality-focused, highly attentive to detail and process-oriented.
  • Flexible work schedule, including after hours and weekends as needed, to meet closing needs.
  • Proactive and autonomous, with the ability to manage multiple closings and competing priorities.
  • Collaborative and innovative, with a strong desire for the entire team to succeed.
  • Proficiency in Microsoft Office and other software tools, with the ability to adapt to new technology.
  • Undergraduate degree or extended relevant work experience.

Responsibilities

  • Broker and Settlement Agent Support: Serve as the central point of contact for external mortgage brokers, settlement agents, and internal account executives to resolve late-stage closing bottlenecks and keep closings moving forward.
  • Coordinate Final Figures: Balance final loan documents and settlement statements directly with title companies, escrow officers, or settlement agents. Identify and resolve discrepancies before documents are finalized and executed.
  • Broker Relations: Communicate with wholesale lending brokers in a professional, courteous and timely manner. Provide loan status updates, communicate outstanding closing requirements and follow through on questions and next steps.
  • Customer Experience: Create an approachable digital closing experience, guide borrowers through their closing documents, answer questions and facilitate remote online notarization.
  • Document Review: Develop knowledge of Zippy's loan products and perform detailed quality assurance on closing documents. Coordinate corrections with internal teams and settlement partners, send reviewed documents to borrowers and be prepared to discuss them.
  • Process Ownership: Proactively resolve closing issues, track outstanding items and facilitate post-close tasks in preparation for loan servicing.
  • Teamwork and Time Management: Organize competing priorities and coordinate with brokers, account executives, settlement partners and internal teams to deliver accurate, timely closings.
  • Feedback and Improvement: Take ownership of the closing process and provide actionable feedback on Zippy's systems, technology and workflows.
  • Share Best Practices: Share prior experience, new learnings, and challenges across the origination and closing teams to improve broker support and the borrower experience.

Skills

Loan closing experience
Mortgage broker support
Documentation review
Communication skills
Microsoft Office

Education

Undergraduate degree or extended relevant work experience

Job description

Zippy is seeking a Closing Operations Specialist - Broker to coordinate and execute closings for its broker channel. You will be the central contact for external brokers and settlement agents, ensuring timely, accurate final figures and documents, and guiding borrowers through digital closing and remote online notarization.

Join a remote-first team across the United States and help deliver a positive final experience as borrowers finance manufactured homes.

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