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Fintech • Financial Services
Reviews and reconciles mortgage loan documents, prepares closing disclosures, coordinates borrowers and closing agents, ensures TRID and investor requirements are met, processes wires, authorizes funding, updates loan systems, and supports post-closing activities. The role also mentors and trains closers, leads process improvements, handles escalations, and protects customer and loan-file information.
Fintech • Financial Services
Performs mortgage accounting operations, including transaction balancing, general ledger entries and reconciliations, wire request review, invoice processing, vendor W-9 coordination, and research for management, auditors, customers, and employees. The role also resolves accounting exceptions, supports accounts payable activities, and completes special projects while following established accounting procedures.