What are the responsibilities and job description for the Mortgage Loan Closer at Barrett Financial position at Barrett Financial Group?
About Barrett Financial Group
At Barrett Financial Group, we like to keep things real. Real people, real collaboration, and really great loans. Our Chandler office is where teamwork meets a bit of fun. We take pride in delivering top-notch mortgage experiences while keeping our culture upbeat, supportive, and full of energy.
We believe work should be both rewarding and enjoyable, and our culture reflects that. Whether it’s teamwork, innovation, or celebrating wins big and small, Barrett is a place where people thrive together.
About The Role
The Mortgage Loan Closer plays an important part in our Mortgage Operations team and ensures every loan moves smoothly from Clear to Close to the Funding Department. In this role, you’ll balance Final Closing Disclosures with settlement agents, prepare closing packages, and verify accuracy within our LOS. Your commitment to precision, communication, and customer care helps deliver a seamless closing experience for our borrowers and partners.
What You’ll Do
At Barrett Financial Group, we like to keep things real. Real people, real collaboration, and really great loans. Our Chandler office is where teamwork meets a bit of fun. We take pride in delivering top-notch mortgage experiences while keeping our culture upbeat, supportive, and full of energy.
We believe work should be both rewarding and enjoyable, and our culture reflects that. Whether it’s teamwork, innovation, or celebrating wins big and small, Barrett is a place where people thrive together.
About The Role
The Mortgage Loan Closer plays an important part in our Mortgage Operations team and ensures every loan moves smoothly from Clear to Close to the Funding Department. In this role, you’ll balance Final Closing Disclosures with settlement agents, prepare closing packages, and verify accuracy within our LOS. Your commitment to precision, communication, and customer care helps deliver a seamless closing experience for our borrowers and partners.
What You’ll Do
- Review all submitted loan documentation and invoices for completeness and accuracy
- Request and collect missing data or documents when needed
- Balance fees and final numbers with settlement agents
- Prepare and coordinate all final loan documents required for closing
- Ensure all closing documents are accurate and submitted within required timelines
- Update the LOS to reflect final loan terms, fees, and status
- Distribute closing documents to borrowers, loan officers, real estate agents, escrow, and title companies
- Ensure compliance with company policies, TRID requirements, and investor guidelines
- Collaborate with the Funding Team to support an on-time and accurate funding
- Minimum 2 years of mortgage closing or funding experience
- Strong understanding of TRID and general mortgage compliance guidelines
- Proven ability to manage a high-volume pipeline in a fast-paced environment
- Exceptional attention to detail and strong organizational skills
- Clear and professional communication with internal and external partners
- Experience with ARIVE LOS or similar platforms preferred
- Experience with UWM LOS preferred
- Knowledge of correspondent or non-delegated loans is a plus
- Self-motivated, proactive, and dependable
- A fun, supportive team that believes in collaboration and celebrating wins
- Leadership that values your voice, ideas, and career growth
- Opportunities to learn, grow, and make an impact as Barrett continues to expand
- A culture that balances professionalism with personality where we work hard and have fun doing it