Bridge Lending - Loan Closing Analyst

CoreVest Finance

Irvine, CA

Salary Estimate: Confidential

Employment Type: Full Time

Work Place: Office

Experience Required: 1+ to 2 years

Education Required: 4 Year College

Job Description

Job Summary:

CoreVest is a leading private lender to residential real estate investors nationwide. We provide short-term financing for acquisitions and fix/flip projects and long-term loans for rental properties.  We are seeking a Loan Closing Analyst who will be responsible for assisting the funding team in completing pre-closing and closing tasks: sending insurance requests to clients, pulling flood certificates, ordering funding shield certs, preparing the internal lender instructions/advance documents and assist in tracking appraisal orders.

Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned.

  • Ordering flood certificates
  • Sending out insurance requirements to clients
  • Reviewing insurance policies and requesting revisions if needed
  • Prepare internal CoreVest lender instructions and advance documents
  • Assist in managing and tracking appraisal orders
  • Reviewing appraisal reports
  • Updating/Entering advance level information in Salesforce
  • Placing & reviewing Funding Shield orders
  • Communicate with borrowers, third parties and internal business partners during diligence to facilitate efficient loan closing
  • Coordinate the preparation of title commitment and deeds and facilitate the clearing of title exceptions.
  • Coordinate with internal deal teams and external vendors regarding pipeline forecasting
  • Ensure closing packages are complete and handoff to post closing
  • Additional duties as requested by management

Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities.

  • Bachelor's degree preferred
  • Prior experience in commercial or residential real estate loan closing and funding a plus
  • Escrow and title experience are pluses
  • Proficiency in Word, PowerPoint and Excel
  • Strong written and verbal communication skills
  • Strong attention to detail and organizational skills
  • Self-motivated and strong analytical skills
  • Thrives in a team environment and contributes to a collaborative culture

Working Conditions:

  • Typical office environment with no unusual exposures
  • Temporary remote work (subject to change)
  • Extensive use of computer, keyboard and office equipment

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