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Job 26909

Anaheim, CA

Job Title:
Mortgage Closer I

Direct Hire


An established Credit Union in Anaheim seeks a Mortgage Closer I to join their Team on a Hybrid Remote, Direct Hire basis.


The Closer I has dual responsibility within the mortgage closing department, consisting of preparing the closing disclosure and the closing documents and assisting with post-closing transactions.  This position requires the ability to work in a fast-paced environment meeting multiple deadlines and utilizing technology and software applications. 

Preparing and Drawing Closing Documents – responsible for analyzing and preparing the Closing Disclosure (CD) and complete Closing Document package for a variety of loan products and closing scenarios.  This position requires high analytic skills, experience and knowledge with all mortgage lending regulatory requirements, the ability to work with a high-volume workload in a fast-paced environment while meeting numerous deadlines.  This position works closely with third-party escrow, title/attorney and must have impeccable written and verbal communication skills. This position must have the ability to work within two lending channels, Client and their Partner Channel, while meeting a variety of needs.

The Closer I will also assist as a back-up with Post-Closing transactions, including preparation of the final CD, preparing assignments, notary services, post-close file review, trail document follow-up and uploading files into the company imaging Workflow system. 


  • Preparing and Drawing Closing Documents:
  • Communicate and coordinate with title, escrow, attorneys and any additional third-parties to facilitate the signing and notary services for a mortgage loan closing.
  • Manage a high-volume pipeline of loans ready for closing, while maintaining member service and timely scheduling.
  • Must understand and meet underwriting closing conditions and ensure Lender Closing Instructions are met and fulfill the commitment of the loan.
  • Must possess working knowledge of RESPA and TRID regulation and ensure all Closing Disclosures are compliant within all federal and state laws and regulations.
  • Perform all applicable forms of verification of employment.
  • Complete all company checklists and required fields within the LOS system to ensure file data integrity and prepare the file for the funding and post-closing steps.
  • Must possess high analytical skills and attention to detail with fee amounts, third party vendors, property information, final vesting and vesting changes, title requirements, and understand the final loan application data and ensure accuracy, completion, and timeliness of all loan documents.

Post-Closing duties:

  • Prepare and disburse the final Closing Disclosure (CD) while balancing closing figures to the final settlement statement. 
  • Prepare assignment of mortgage for loans sold into the secondary market and/or assigned to client from a partner credit union channel.
  • Conduct signature and notary services for legal closing documents.  This requires that all classes, trainings, and certifications are completed for all notary responsibilities. 
  • Conduct post-closing file review for appropriate signatures, dates and execution, compliance, and meeting all final closing conditions.
  • Perform follow-up and data entry tasks on the retrieval of Trailing Documents.
  • Upload funded and booked loans into the company imaging system.
  • Assist post-closing team with special audits, exams or any file retrieval.


  • A minimum of 2 years’ combined experience preparing closing disclosures, drawing closing documents and assisting with post-closing transactions.
  • High school diploma required.


  • Proficiency in Mortgage Cadence or similar LOS system and FICS systems preferred.
  • B.A / B.S. degree in related field preferred.
  • Mortgage Lending or a related field/skillset is required.
  • Ability to provide excellent member service throughout the mortgage loan process.
  • Ability to handle multiple tasks simultaneously with a high level of accuracy and attention to detail.
  • Knowledge of Credit Union operations and ability to integrate and communicate critical information to members, vendors, and other team members.
  • Ability to provide effective leadership and guidance to real estate lending staff.
  • Excellent written and verbal communication skills.
  • Engages in team meetings, self-studies, and completes internal/external training requirements.
  • Self-manage, strong time management and organization skills, innovate and team oriented.
  • Proficiency in Microsoft Applications (Word, Excel, Outlook) is highly desirable.
  • Experience with mortgage lending vendor applications (verification sites, compliance sites, regulatory sites, secondary market/investor sites).
  • Ability to learn new software systems used within the mortgage lending closing department.
  • Have impeccable written and verbal communication skills.

Minimum Years of Experience:


It is the policy and practice of On Call Staffing Solutions, Inc. to consider all applicants for employment on the basis of their qualifications, and without regard to unlawful considerations of race, color, national origin, sex/gender, sexual orientation, gender identity or expression, age, religion, disability, protected medical condition, genetic information, pregnancy, marital or domestic partnership status, military or veteran status, or any other legally protected basis.

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Human Resources, 858-752-6200,

Reasonable accommodations in all aspects of employment, including the application process, are available upon request of a qualified applicant or employee with a disability. Certain job assignment offers are contingent upon successfully passing a physical examination, which may include drug and alcohol testing, if required by the client company.

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