Loan Closing Analyst
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 entity formation documents to determine signing authority and prepare appropriate signature blocks
- Coordinate the closing and funding process for loans originated or acquired, ensuring all requirements are satisfied within specified timelines while maintaining internal checklists in real time
- Serve as the primary point of contact between internal teams, attorneys, escrow officers, title companies, and other parties involved in the funding transaction
- Maintain accurate and up-to-date loan data in Salesforce in real time
- Request, review, and approve settlement statements, ensuring alignment with loan terms and closing instructions
- Work closely with escrow and title companies to obtain required documents, clear title conditions, and ensure smooth closings
- Review preliminary title reports, title commitments, and title insurance documentation to confirm accuracy and compliance with lender requirements
- Request and analyze current real estate tax information and confirm taxes are properly reflected in settlement statements
- Identify and resolve escrow/title issues, including title exceptions, vesting discrepancies, and document recording requirements prior to funding
- Perform duties under moderate to close supervision and proactively engage supervisors or managers to resolve complex issues
- Remain current on funding guidelines, lending procedures, and compliance requirements
- Communicate loan status and expectations clearly with internal staff, attorneys, escrow officers, and title representatives
- Utilize strong time management skills to effectively manage multiple loans simultaneously at various stages of the closing and funding process
Competencies/Skills
- Exceptional attention to detail with the ability to stay organized and problem solve in a fast-paced lending environment
- Strong analytical and problem-solving abilities with the capacity to think creatively and develop practical solutions
- Excellent written and verbal communication skills with the ability to clearly convey findings and updates to internal and external partners
- Strong organizational and time-management skills with the ability to manage multiple transactions simultaneously
- Ability to build strong relationships with escrow officers, title companies, attorneys, and internal teams
- Reliable team player who works effectively in a collaborative and diverse environment
- Ability to analyze processes, support operational improvements, and contribute to achieving business goals
- Advanced proficiency in Microsoft Office Suite
Education and Experience
- Associate or Bachelor’s degree preferred
- Minimum 2 years of direct experience in loan closing/funding within a real estate lending environment
- Strong experience working with escrow and title companies, including reviewing title reports, coordinating with escrow officers, and resolving title conditions prior to closing
- Working knowledge of lending practices, closing procedures, and industry-standard funding processes
- Prior experience in escrow, title, or a title company environment is strongly preferred
Accessibility:
At Archwest, we will make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please just let us know by contacting us at