• Responsible for day-to-day activities focused mostly on directly engaging with potential investors, and managing the investor relationship cycle. • Work directly with our clients to help them build their investor base and raise capital through various channels, leveraging your experience. • Fully utilize our dynamic investor platform customized for the client to drive inbound lead funnels. • Maintain ongoing interaction with investors to build strong relationships and expand networking opportunities. • Develop and implement strategic capital raising plans. • Keep the team informed of your progress and assist in the investor onboarding process.

• Review final Closing Disclosures (CDs) for accuracy, completeness, and compliance with TRID and investor guidelines. • Confirm that all closing costs, credits, and disbursements are accurately reflected and supported by settlement statements. • Ensure timely delivery of CDs to borrowers and necessary parties per federal and state regulations. • Reconcile any discrepancies between the final settlement statement and CD's signed consummation, and produce and send a PCCD as needed/required. • Upload corrected or final versions of CDs into the Loan Origination System (LOS) and investor portals. • Track and manage missing or trailing settlement statement and coordinate follow-up with settlement agents. • Support audit and quality control teams with documentation requests related to CDs. • Maintain accurate logs and reporting for post-closing CD tracking and performance metrics. • Escalate compliance risks or unresolved CD issues to management for further review.

• The Loan Closer is responsible for the preparation of mortgage closing documents • In addition, the Loan Closer is responsible for ensuring all essential information is accurate while communicating with internal staff as well as settlement agents to solve all closing issues in a timely manner • Understand and follow all closing procedures to comply with all Federal and State requirements • Check accuracy for all essential information provided at submission for closing • Communicate with loan officer, processing, and underwriting staff • Prepare accurate figures for monthly payments, escrows, prepaid interest, etc • Produce and organize all closing documents and disclosures including conventional, FHA, VA, and USDA loans.

• Review investor loan deficiencies and resolve them without involving the underwriter, branch, or borrowers. • Conduct daily reviews of investor loan pipelines to identify suspended loans requiring remediation. • Validate all suspense conditions and provide resolutions by the specified cure date. • Clarify documentation requirements with investors as needed. • Work with internal departments, external partners, and borrowers to obtain necessary documentation promptly. • Prepare formal written responses to agencies and investors when audits reveal deficiencies. • Accurately track and record all events and communications related to loan files. • Monitor daily condition reports from investors for updates on deficient loans or new conditions. • Track aged loans in the active pipeline until they are purchased by the investor. • Maintain a strong understanding of Agency and Investor guidelines and overlays. • Meet daily production goals set by management and adhere to internal SLA timelines. • Provide ongoing quality service and maintain confidentiality of all files and information.