Reports to: Closing Operations Manager
Classification: Non-Exempt
Department: Closing
Division: Midwest
Job Summary
The processing assistant is responsible for many crucial tasks in the closing process. They are the 2nd hand man to the processor and will assist in tasks such as ordering statements, preparing closing figures and documents and even scheduling closings. It is necessary that these tasks are completed with high accuracy and in a timely manner.
Duties
Maintain relationships with clients
Must be able to take direction from others and have a team attitude
Review purchase agreements and retain pertinent information
Read and review title work
Order Payoff statements, HOA letters, Water bills and any other necessary statements
Clear title of any issues applicable
Make and receive phone calls in a professional manner
Schedule closings with the clients/loan officers/real estate agents
Input and balance all closing figures within softpro with high accuracy
Ensure all closing instruction are followed as stated in the lenders closing package
Draft closing documents accordingly
Comply with company policies and procedures regarding, software, industry standards, compliance, security, underwriter requirements, client requirements, and HR policies.
Promote professionalism and maintain customer confidence.
Fully assess any situation before acting.
Possess Insurance Producer License, and would prefer Notary Commission.
Strong attention to detail
Have an in-depth knowledge of the real estate closing process and real estate industry.
Demonstrate self-motivation and self-management.
Exude high energy and positive attitude.
Thrive in fast paced and ever-changing environment.
Possess strong organizational skills.
Possess the ability to be detail oriented and adaptable
Completion of a High School diploma.
Handle moving deadlines.
Remain calm under pressure.
Manage personal expense reports.
Follow Company expense approval procedure.
Commitment to self-development.
Proactive, creative, and innovative approach to problem solving.
Willingness to get things done.
Articulate and have exceptional written and verbal communication skills.
Communicates clearly and professionally with manager, coworkers, customers, and clients.
Commitment to customer service, thoroughness, professionalism, tact, above average communication skills, ability to work effectively with both employees and managers.
Responsible for remaining current on policies and procedures regarding; software, industry standards, compliance, security, underwriter requirement, client requirement, and HR policies.
Utilize internal and external resources to complete assigned tasks.
Have working knowledge of office equipment.
Be proficient in Microsoft Office Programs; knowledge of SoftPro Select.
Computer skills including working knowledge of spreadsheet, word processing and database software packages, internet applications and/or company specific computer applications.
Demonstrate ability to prioritize unrelated projects, duties, and tasks.
Have an overall knowledge of the real estate closing process.
Must not actively sell real estate or collect any commissions or referral fees and recruiting fees or profit sharing fees after Liberty employment.
Present a professional appearance.
Maintains confidentiality regarding Company policies, procedures, strategies, personnel, clients, and non-public personal information.
Work product must be accurate and meet Company standards.
Work independently and within a team-oriented environment.
Complete assigned tasks on time and within Company expectations.
Treat coworkers, customers, and clients with respect.
Requirements
Company reserves the right to change or assign job duties, responsibilities, and activities at any time.
The job description is not designed to cover or contain a comprehensive list of duties, responsivities, and activities, that are required of the employee for this job.
Other Duties & Responsibilities
This job operates in a clerical office setting. The role routinely uses standard office equipment such as computers, phones, photocopier/scanner and filing systems.
The job requires local and some out of state travel, travel between offices, client visits, attending events, and networking opportunities.
Work Environment
This is largely sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Physical Demands
This is a full time position. Standard work hours are Monday through Friday, 8:00 a.m. to 5:00 p.m. However, times may arrise when hours outside of this block of time is needed.
Expected Hours of Work
Driving and regional travel required.
Out of state travel as required by Company.
Travel
Minimum of 5 years of title and closing experience.
High school diploma. Desirable to have Bachelor’s degree in Business, or a related field.