What are the responsibilities and job description for the Mortgage Closing Assistant position at Bell Mortgage?
The Mortgage Closing Assistant provides essential support to the Closing Department by assisting with documentation, coordinating with title partners, maintaining accurate data in Encompass, and assisting with closing, funding, and post-closing processes. This role ensures timely, compliant, and efficient loan closings while embodying the organization's service standards and values.
Responsibilities
Closing Coordination & Documentation
- Receive closing scheduling notices from title companies and accurately schedule closings in Encompass.
- Obtain, review, and enter data from preliminary closing disclosures provided by title partners.
- Assist Mortgage Closers with preparing and issuing post-consummation Closing Disclosures.
- Upload completed loan closing packages to Mortgage Servicing in a timely manner.
- Order and review FNMA and FHLMC UCD reports to ensure data accuracy and compliance.
Funding & Accounting Support
- Assist Mortgage Closers and Mortgage Accounting with the wire ordering process.
- Receive, balance, and enter escrow checks into Encompass upon delivery from the post-closing department.
- Track outstanding escrow checks, follow up with title partners, and provide updated status reports to Closing Management and Mortgage Accounting.
Vendor & Final Document Administration
- Monitor vendor approval requests, send vendor approval packages to title partners, and follow up to ensure completion.
- Review vendor approval submissions for accuracy, completeness, and compliance; enter appropriate data into Encompass.
- Support the Final Documents department by receiving, reviewing, and uploading recorded mortgages and title policies into Encompass.
Bell Bank Culture, Policy and Accountability Standards:
- Know by name and face as many customers and employees as possible, calling them by name as often as possible.
- Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
- Know, understand, and live the company values and bottom line.
- Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
- All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
- Prompt and reliable attendance.
- Perform other duties as assigned.
Education, Experience, and Other Expectations
- High School diploma or GED required.
- Minimum of one year of experience in banking, financial, or mortgage industry preferred.
- Encompass experience preferred.
Skills and Knowledge
- Strong organizational and time management skills with the ability to meet multiple deadlines.
- High attention to detail and strong data entry accuracy.
- Ability to work effectively under pressure while maintaining professionalism.
- Demonstrated positive attitude and a “can do” approach to daily tasks and challenges.
Additional Details :
If you love sales and are passionate about helping others purchase their dream home, consider a career with Bell Bank's mortgage team. You will work with colleagues in a first class culture that provides a family atmosphere, enjoy great benefits and provides a high level of service that makes each mortgage run smoothly - by sending closing packages five days before the closing, in-house underwriting and processing and having a support team to allow you to work efficiently.
Bell Bank Mortgage is backed by the financial strength of one of the nation's largest independently owned banks. Founded in 1966 in Fargo, North Dakota, Bell Bank has more than $14 billion in assets and full-service banking locations in Arizona, Minnesota and North Dakota. Bell has empowered more than $30 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.
Originally founded in 1880 by early Minneapolis civic leader David C. Bell, Bell's mortgage division today has thousands of family mortgages to its name. Bell Bank Mortgage has been in Arizona since 1997 and has several regional offices in the United States.
Bell Bank has been recognized as a top bank and a top financial workplace by American Banker, Forbes and Fortune, and has been named among America's top mortgage employers by National Mortgage Professional magazine.
If you want to work for a strong, growing, forward-looking organization with world-class employees, this is the place for you.
Bell's Values:
As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:
- Promoting and sustaining our family atmosphere.
- Providing unequaled personal service to each and every customer.
- Paying it forward.
Our Bottom Line:
Happy Employees! Happy Customers!
In addition to salary, Bell Bank offers a comprehensive benefits package including, healthcare, (medical, dental, vision) employee stock ownership program, and 401(k) contribution and profit-sharing plan. All benefits are subject to eligibility requirements.
Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.