Home Mortgage Closing Assistant
Citizens Financial Group, Inc.
 Marlton, NJ

Position Description


  • Contact with Closing Agent to schedule settlement and send out Settlement Agent Worksheet
  • Responsible for preparing and reviewing documents for all Mortgage loan types.
  • Closing preparation for loans.
  • Create new loan checklists.
  • Board new loans on Empower.Net.
  • Quality control of loan documentation for funding purposes.
  • Communicate with applicants, clients, staff and third parties (attorney, closing agents, vendors) to answer questions and resolve issues regarding preliminary CD.
  • Create mortgage loan documentation on Empower.Net.
  • Prepare daily funding reports.
  • Prepare Closing packages for a variety of mortgage loan types


  • 1 - 2 years credit card, mortgage, and security loan processing experience
  • Skills and Competencies:
  • Working knowledge of mortgage loan documentation
  • Strong knowledge of lending compliance regulations (Reg. Z, RESPA, Truth in Lending, Reg. B, HMDA)
  • Knowledge of business desktop applications (i.e.: Microsoft Word, Excel, PowerPoint, Access & Project, Windows, Visio, etc.)
  • Knowledge of proper English usage, grammar, spelling, vocabulary and of generally accepted office practices, procedures and equipment
  • Knowledge of compliance in a banking environment
  • Excellent verbal and written communication skills
  • Accurate with numbers and attention to details
  • Ability to work independently or with minimal supervision
  • Ability to maintain confidentiality
  • Ability to perform mathematical calculations (or analysis)
  • Ability to organize and prioritize workflow and to coordinate the work of others
  • Ability to maintain updated knowledge of procedures, products and activities of assigned area
  • Ability to accurately proofread documents
  • Ability to perform multiple tasks in a fast-paced, team environment
  • Working knowledge of loan and revolving credit documentation

Hours & Work Schedule