• Prepare, review, and finalize Closing Disclosures (CDs) to ensure accuracy, completeness, and compliance with TRID, RESPA, and applicable federal and state regulations. • Obtain and validate final closing details from settlement agents and conveyancing attorneys. • Finalize funding figures, including confirmation of final wire amounts and verification of wiring instructions. • Ensure Closing Disclosures and closing packages are released in advance of closing. • Review loan closing packages for completeness and accuracy prior to release. • Distribute finalized Closing Disclosures and closing documentation to settlement agents, attorneys, brokers, and borrowers. • Coordinate with internal departments to ensure loans continue to progress and all closing deadlines are met. • Monitor rate lock expirations. • Track scheduled loan closings and maintain regular communication. • Update the Loan Origination System with final closed loan data. • Maintain settlement agent and attorney files. • Assist settlement agents and attorneys before and at closing to resolve issues. • Respond to internal and external audit requests. • Support the Post Closing team by assisting with trailing documents.

• Engage with qualified business prospects • Conduct discovery and sales conversations • Address client needs • Confidently close deals for services • Work closely with appointment-setting and sales teams to convert opportunities into long-term clients