HELOC Loan Closer
About this role
Role Summary
The HELOC Loan Closer is responsible for the most compliance-intensive stage of the loan lifecycle — from clear-to-close issuance through the rescission period and final funding authorization. This role owns the accuracy and completeness of the closing documents, the preparation and delivery of the closing package, the coordination of the signing appointment, the management of the three-business-day right of rescission period, and the issuance of the funding authorization. The Closer is also the last line of defense against closing document errors and regulatory timing violations before a single dollar is disbursed.
Core Responsibilities
- Receive CTC notification from underwriting and initiate the closing process — confirming all PTD conditions are cleared, the final credit review is complete, and the file is ready for closing document preparation.
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