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Mortgage Closing Specialist

Role overview

Qualifications

  • 10+ years of experience in mortgage closing and post-closing operations
  • Proven experience developing or improving workflows, SOPs, SLAs, and quality control processes
  • Strong understanding of mortgage regulatory and compliance requirements
  • Experience managing third-party vendors and fulfillment partners

Responsibilities

  • Own and manage the closing and post-closing pipeline, ensuring timely and accurate loan funding and delivery
  • Develop and implement standard operating procedures (SOPs), SLAs, QC frameworks, and checklists
  • Oversee and manage third-party partners to ensure performance and quality standards are met
  • Continuously evaluate and enhance closing and post-closing systems and workflows to drive efficiency

Hard skills

Other skills

  • Quality Control
  • Detail Oriented
  • Problem Solving
  • Time Management
  • Communication

About the company

Beacon logo

Beacon

  • Staffing & Recruiting
  • Scaleup
  • 11–50
Beacon is the talent solution provider for the modern era, on a mission to change the way that companies hire. Founded by a team of operators who bring a fresh, out-of-the-box approach to talent, Beacon is a true partner who is invested in your success, not just another client-vendor relationship. By applying expertise from disciplines like sales and marketing, the Beacon team finds scalable talent solutions that help companies attract, engage and retain the right people, whether your talent program is starting from scratch or you already have a team in place. Drawing on more than 30 years combined experience recruiting, consulting and leading teams at some of the biggest names in tech, Beacon’s founders were inspired to create a totally new kind of talent organization — one that’s made for modern companies.

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Job description

About the Role The company is seeking a Senior Closing Specialist to lead and optimize the end-to-end closing and post-closing lifecycle.   This individual will combine hands-on operational leadership with process design and system optimization, ensuring loans close efficiently, meet regulatory standards, and are delivered accurately to investors.   The role includes oversight of third-party partners, ownership of pipeline performance, and continuous improvement of workflows to support a scalable, high-quality operation.   This is a full-time remote role.   Key Responsibilities
  • Own and manage the closing and post-closing pipeline, ensuring timely and accurate loan funding and delivery
  • Develop and implement standard operating procedures (SOPs), SLAs, QC frameworks, and checklists
  • Oversee and manage third-party partners (e.g., title, settlement, fulfillment vendors) to ensure performance and quality standards are met
  • Monitor and improve turn times, productivity metrics, and operational KPIs
  • Conduct second-level file reviews, manage escalations, and resolve exceptions to ensure loan quality and compliance
  • Collaborate with internal stakeholders (loan officers, underwriting, processing) to resolve issues impacting closings
  • Continuously evaluate and enhance closing and post-closing systems and workflows to drive efficiency and reduce manual effort
  • Partner with internal teams to identify opportunities for automation and long-term process improvements
  • Provide training, guidance, and subject matter expertise to team members
  • Ensure adherence to all federal, state, and investor guidelines

Qualifications

  • 10+ years of experience in mortgage closing and post-closing operations
  • Demonstrated expertise across multiple loan types, including:
    • Conventional
    • Jumbo
    • Government (FHA, VA, USDA)
    • Non-QM
  • Proven experience developing or improving:
    • Workflows
    • SOPs
    • SLAs
    • Quality control processes
  • Experience managing third-party vendors and fulfillment partners
  • Strong understanding of mortgage regulatory and compliance requirements
  • Experience leading distributed or remote teams
  • Ability to balance hands-on execution with strategic process improvement
  • Familiarity with mortgage systems (e.g., LOS platforms) and workflow optimization
 

The ideal candidate:

  • Takes a process-driven, systems-oriented approach to operations
  • Prioritizes scalable, long-term solutions over manual workarounds
  • Thrives in a fast-paced, evolving environment
  • Demonstrates strong attention to detail and commitment to quality
  • Proactively identifies issues and drives continuous improvement
  • Effectively manages competing priorities while maintaining high performance standards
  Benefits
  • Meaningful equity in the organization
  • Top-tier medical, vision & dental with support for dependents
  • 401(k)
  • Flexible Time Off
  • Hardware Allowance: $2,000 to fix up your workspace
  • At-cost Mortgages

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