Description
Summary
The Mortgage Closing Assistant is responsible for supporting the Mortgage Closing department, accurately compiling and completing documents while maintaining immaculate record keeping. The Closing Assistant will schedule appointments for the mortgage team and respond to customer inquiries on transactions as needed.
Essential Duties & Responsibilities
- Assist Loan Closers with closing process by gathering required documents.
- Reviews approved mortgage loans to determine conditions that must be met prior to closing
- Verifies accuracy and consistency of specifications on documents
- Answer questions regarding closing requirements
- Assembles documents for delivery to title companies and/or closing offers for closing
- Gather and coordinate necessary loan documentation necessary for verification such as title company wire instructions and figures
Qualifications
- Strong organizational skills with attention to detail.
- Understanding of basic loan financing options.
- Proven ability to work closely with members and provide excellent service.
- Ability to work both as part of a team and individually.
- Above average time management skills with strong ability to multi-task.
Education & Experience
- High School diploma required or equivalent experience.
- 1+ years' related experience required.
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
- Experience in ICE Mortgage Technology's Encompass is preferred
About Stifel
Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel's bank and trust companies are affirmative action and equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following posters: Know Your Rights and Pay Transparency.
Stifel is an Equal Opportunity Employer.
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