Lender Liaison II

Job Description

Job Description

Capital Title Insurance Agency is a highly regarded Title agency in Michigan that sets the standard for serving real estate professionals, lenders, sellers, and buyers. We are committed to performing all necessary functions in-house and in the shortest possible time.

We are currently seeking an experienced Lender Liaison II (LLII) to join our Southfield office . This position plays a critical role in supporting lender transactions, reviewing closing instructions, and preparing required documentation in compliance with TRID guidelines.

Major Duties and Responsibilities:

• Strong familiarity with lender portals and Closing Disclosure Forms
• Understand and comply with TRID regulations
• Inform appropriate parties of closing dates set by lenders
• Ensure funds are properly receipted and disbursed in the file balance
• Request and prepare title commitment revisions
• Create and assist with pre-CDF preparation
• Process all documents for Buy-Side transactions
• Prepare all lender documents
• Review lender closing instructions for critical information and communicate to the closing officer.

Qualifications:

• 3–4 years of experience in the title industry, including buy-side file handling
• High attention to detail and accuracy in data entry and document preparation
• Strong communication skills—oral, written, and verbal
• Proficiency in Microsoft Word, Excel, Outlook, and title software systems
• Excellent mathematical skills to be able to add, subtract, multiply, and divide in all units of measure using whole numbers, fractions, and decimals. Ability to compute ratios, rates, and percentages. Strong math and analytical skills are required.

Competencies needed to be successful in this position:

• Reasoning Ability: Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
• Decision Making/Problem Solving: Uses reason even when dealing with emotional topics; Generates sensible, realistic, and/or practical solutions to problems.
• Integrity: Puts the organization’s interests above self; ability to remain consistent in terms of what one says and does in terms of behavior towards others.
• Analysis/Strategic Skills: Identifies problems and opportunities; Relates and compares data from different sources.
• Interpersonal Skills: Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others’ ideas and tries new things.
• Planning/Organizing: Prioritizes and plans work activities; Uses time efficiently; Able to plan a course of action for self to ensure the accomplishment of specific objectives.
• Teamwork: Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Contributes to building a positive team spirit.
• Quality/Quantity: Demonstrates accuracy and thoroughness in work and research activities; Strong attention to detail; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality; Meets productivity standards; Completes work in a timely manner by exhibiting a sense of urgency with all files and/or outstanding issues associated with the files.
• Adaptability: Flexes; Adjusts quickly to changing priorities.
• Initiative: Has the ability to work independently without direct supervision; Volunteers readily; Asks for and offers help when needed.
• Customer Service/Alignment: Provides superior customer service by anticipating the needs of the customer, Maintains, and grows the Capital Title’s business by responding and following up on all file inquiries in a timely, professional manner; Has a strong sense of urgency by responding to requests for service and assistance and meets commitments; Makes each customer feel their needs are top priority; Solicits customer feedback to improve service.

Exhibits understanding, practices, and focuses on the company values - EXCITE , Excellence, Caring, Integrity, Teamwork, and Empowerment.

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