Job Description

Essential Functions

• Draft real estate loan documents (including closing instructions) and review executed versions to ensure accuracy and compliance with closing procedures
• Review formation documents to determine signing authority and prepare signature blocks
• Coordinate closing, and delivery phases of loans originated or acquired to ensure requirements are satisfied within a specified timeframe while maintaining internal checklists in real-time
• Be the point of contact between all parties involved in the funding transaction
• Review the results of the title search, copies of all easements, encumbrances, and any other related title work
• Request and review closing protection letters and place orders for funding shield certificate
• Confirm title requirements are met and confirm issuance of required title endorsements
• Request, review and approve pro forma or marked up title work prior to closing
• Responsible to request, review and approve settlement statements
• Verify receipt and disbursement of all fees as per commitment terms or investor guidelines
• Request, review and approve property and liability insurance certificates
• Request and analyze current real estate tax information
• Prepare and submit wire requests for loan funding along with supporting documentation
• Track delivery of loan documents to custodian and follow-up on receipt of recorded documents
• Perform duties under moderate to close supervision and actively engage supervisor and/or manager to resolve complex issues
• Remain current on funding guidelines and compliance requirements
• Effectively communicate status and expectations to internal staff, attorneys, and escrow/title
• Utilize time management skills to stay on track with multiple loans at various stages of the funding process

Competencies/Skills

• Strong attention to detail with the ability to stay organized and problem solve in a fast-paced environment
• Ability to articulate issues, problem solve and analyze with creative and outside of the box thinking
• Strong communication skills (written and verbal) with internal and external partners; ability to convey findings in a concise and comprehensive manner
• Effective organization and time management skills
• Capability to build trusting relationships internally and externally and elicit confidence by demonstrating reliability
• Strong team player with the ability to work effectively in a cooperative and diverse environment
• Capacity to analyze processes, support change and think operationally and strategically to achieve business goals
• Advanced use of Microsoft Office Suite

Education and Experience

• Associate or bachelor’s degree
• Minimum 2 years of direct experience closing/funding loans
• Working knowledge of lending practices and industry standard processes
• Title or Escrow experience is a plus

Accessibilty

At Archwest, we will make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please let us know by contacting us at careers@archwestcapital.com

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