Job Description
As a Mortgage Loan Closer II, you'll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. We are looking for customer-focused individuals who have experience staying organized while managing multiple deadlines, take pride in producing quality work, and who are excited to see their work make a big impact in this startup team.
What you'll do:
- Prepares and coordinates all loan documents for loan closing including all aspects of quality control prior to funding
- Prepares and tracks borrowers' receipt of Closing Disclosure per TRID regulations
- Collaborates with closing agents on final loan figures for the Closing Disclosure
- Maintains relations and communication with document preparation vendors to meet standards of compliance in at least 18 states
- Provides excellent customer service and problem-solving with all parties to the loan before, during, and after closing
- Executes loan documents on behalf of the company
- Prepares funding packages for warehouse lenders. Sets up wire for closing agent/title with the funding department
- Performs data integrity reviews prior to shipping to secondary marketing investors while meeting purchase/delivery deadlines
- Reviews pre-funding loan conditions and executed loan documents for accuracy and completeness
- Directs collateral packages to applicable warehouse banks and/or investors
- Responsible for archiving digital files for document storage
Qualifications
- Minimum of 3 years' experience as a mortgage closer or funder
- Good interpersonal and communication skills
- Strong organizational skills and ability to prioritize multiple deadlines
- Able to successfully complete federal background/credit checks
- Ability to work in a continually-changing, entrepreneurial team environment
- Embodies the four Freedom core values: Care, Collaboration, Get Better, and Act with Integrity
Additional Information
Achieve well-being with:
- Hybrid and remote work opportunities
- 401 (k) with employer match
- Medical, dental, and vision with HSA and FSA options
- Competitive vacation and sick time off, as well as dedicated volunteer days
- Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
- Up to $5,250 paid back to you on eligible education expenses
- Pet care discounts for your furry family members
- Financial support in times of hardship with our Achieve Care Fund
- A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve's Talent Acquisition leader.
Company Description
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.
What the Team is Saying
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What We Do
Formally known as Freedom Financial Network, Achieve launched in 2022 as the leading digital personal finance company helping everyday people get on, and stay on, the path to a better financial future. Achieve delivers personalized financial solutions for real people through intelligent technology and an empathetic human touch. From the single parent trying to buy a home to the overworked employee drowning in debt, we provide innovative solutions, budgeting tools, and education to help them move from surviving to thriving. We put our members first by coaching them through their financial health journey to understand what’s working for them and what’s not. Our tailored approach is designed to meet everyone where they are in life because they’re more than just a credit score.
Our people make the biggest difference. With more than 2,500 teammates between California, Arizona, and Texas, everyone collaborates together to make an impact towards our mission; to empower everyday people to move forward on a path to a better financial future.
We’re committed to fostering an environment where everyone can belong, while giving their true authentic selves a place to shine. Whether you’re in sales, member support, engineering, product design, IT or any of our other exciting roles, you’ll join a team passionate about serving our members and embracing our core values every day:
Care (For everyone)
Get Better (Every day)
Act With Integrity (Every time)
Collaborate (With everyone)
Why Work With Us
The technology we are building has real human impact to positively change the trajectory of millions of American families living with the crippling weight of consumer debt. Our growing teams are determined to get better every day through open collaboration and genuine family-like care for the whole person—engineers are never lost in the shuffle.
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Achieve Teams
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Achieve Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
