Ø Strong knowledge in reviewing post-closing documents for accuracy and compliance
Ø Prepare Closing Disclosures (CD) including loan terms, interest rates, closing costs, and payment details
Ø Coordinate with escrow/title companies to balance and update fees in the Closing Disclosure
Ø Assemble complete CD packages, including the Closing Disclosure and all required compliance documentation; ensure thorough review prior to submission
Ø Send CD packages to borrowers (Homeowner Review - HWR) for acknowledgment, signature, and return to proceed with closing
Ø Prepare and deliver the final closing package to escrow/title companies, including documents such as Final Option Agreement, Closing Instructions, Final Settlement Statement, and other required disclosures
Ø Manage and transparent Prior-to-Funding (PTF) conditions before disbursement, including updated verifications, final borrower signatures, and last-minute compliance checks
Ø Review funding packages received from escrow/title companies to ensure all executed documents are complete and all closing conditions have been satisfied