Closing Coordinator 3

The Closing Coordinator 3 is responsible for preparing accurate loan closing documents in order to have a fully compliant mortgage loan.

Essential Functions

Verify that that required accurate closing documentation are in file that are needed to close.

Communicate, as point of contact, with borrower about closing schedule and answer questions about closing.

Communicate with title companies to gather information for accurate HUD preparation; and coordinate delivery of the documents.

Communicate with the title company on outstanding closing conditions required to fund the loan.

Verify that closing documents are signed and dated accurately and according to lender instructions.

Prepare funds requests so that mortgage loan funds are delivered to the title company for funds disbursement

Coordinate with other associates to create seamless closing process for customer.

Handle closing issues and/or complaints from customers regarding the closing process and escalate closing issues to team management.

Implement company processes during closing process for highest level of customer service.

While performing the duties of this position, the employee will view, have access to, and work with confidential financial data. The employee in this position must adhere to strict confidentiality policies and procedures.

Perform related duties as requested.



High School Diploma or equivalent

Associates or Bachelor's degree preferred


3+ years of experience working on FNMA/FHLMC/FHA/VA programs and guidelines, as well as those of other conventional investors, state/local bond programs and private mortgage insurers

5+ years of experience in mortgage lending / closing role, able to take on production or workflow oversight

1+ years of previous management experience preferred

1+ years of operating proficiently as a Closing Coordinator 2 or equivalent

Clear knowledge and understanding of an outsourcer's role and responsibilities in a mortgage transaction


Assume responsibility for complex closing or post-closing issues

Analytical ability to evaluate consequences of loan closing guidelines and make recommendations

Coach, train and mentor others

Communicate information to a team timely and effectively

Detailed knowledge FNMA/FHLMC/FHA/VA programs and guidelines, as well as conventional investors

Detailed knowledge of compliance regulation

Knowledge to respond to post-closing and loan quality audits

Monitor closers for quality and production and provide training when necessary, recommendations to management

Monitor closing percentage, capacity and timelines effectively

Perform daily proactive workflow management, participate in client calls as requested, handle escalated issues, make decisions regarding risk assessment at the post-closing stage

Provide one on one work with new closers, report and monitor scheduled loan transactions

Review closing queue and make decisions regarding priority and rushes

Stay abreast of state and federal laws, compliance and investor guidelines

Take on more complex and problematic transactions

Demonstrated ability to work with a pleasant, reliable and reasonable approach

Interpersonal skills

Handle escalated issues, problem solving skills

Prioritize according to deadlines and client due dates

Understanding of FNMA/FHLMC/FHA/VA programs and guidelines, as well as those of other conventional investors, state/local bond programs and private mortgage insurers

Communicate and coordinate with other departments in a positive and professional manner

Experience with heavy customer or loan officer interaction

Mortgage operations experience

Microsoft Office skills – effective

Organizational skills with attention to detail – effective

Phone etiquette & communication skills, both verbal and written – effective

Prioritize workload and meet deadlines

Proficient in third party systems usage

Proven experience working in a fast paced, high volume, customer focused environment

Strong customer service skills

Time management and problem solving skills-effective

Work under time-driven deadlines

Work well under pressure

Meet Some of LenderLive's Employees

Sean B.

VP, Operations

Sean leads a team that works with clients on loan processing, underwriting, and closing. He also oversees much of LenderLive’s loan pipeline.

Kurt T.

Reports Developer

Kurt develops, designs, and maintains the reports that the business uses to make decisions. He also serves on the internal Employee Wellness and Activities Committee.

Back to top