Closing Assistant

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Closing Assistant plays an important role in the organization by performing a number of activities related to the company’s retail branch operations functions. The role is primarily responsible, under direct supervision, for assisting the Closer(s) in day-to-day operations related to closings.

Essential Functions

• Receive all document requests and Closing packages and enter pertinent related data into the system.
• Review document packages: check edits, notify processor of any issues, and submit paperwork.
• Assign files to Closers.
• Compile files for Closers by printing and labeling documents.
• Create initial bank packages and hold them for safekeeping until corresponding Closing package arrives.
• Track Closing packages to ensure they are returned within 48 hours, follow up accordingly.
• Stack and scan Closing packages for Closers to review.
• Review Closing packages; verify MERS.
• Initiate verbal Verification of Employment (VOE) on borrowers.
• Complete bank packages and distribute them to Closers.
• Send completed and funded bank packages to Finance.
• Review applicable suspense and insuring issues and follows up accordingly.
• Notify Branch Operations Manager if issues are not resolved on time.
• Perform other duties as assigned.

Qualifications

• High school diploma or equivalent required along with a minimum of one-year total experience in Mortgage lending related role(s) preferred.
• Some knowledge of mortgage lending policies, procedures, and regulations is helpful.
• Ability to manage multiple priorities in a deadline-driven environment, strong detail orientation and highly organized.
• Strong verbal and written communication skills.
• Works with a strong sense of urgency and responsiveness.
• Passionate about delivering excellence in customer service.
• Demonstrated patience and professionalism when interacting with both internal and external customers.
• Proficiency with data entry, PDF software programs, Microsoft Word, Excel, and PowerPoint required.
• Ethical, with a commitment to company values.

Supervision

• Direct supervision required, depending on experience
• Limited judgment required; generally, follows pre-defined processes and guidelines, escalating more complex issues for advice and resolution
• Travel: 0%

Requirements

• Physical: …