Loan Closer/Funder Job at Robert Half, Santa Clara, CA

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  • Robert Half
  • Santa Clara, CA

Job Description

Description The Processing Closer Funder is responsible for reviewing, preparing, and finalizing loan documents, ensuring compliance with company policies, investor guidelines, and regulatory requirements. This role involves coordinating with borrowers, lenders, escrow officers, and other stakeholders to facilitate smooth and timely loan closings and fund disbursements. Key Responsibilities: 1. Loan Document Preparation & Review: - Verify and review all closing documents for accuracy, completeness, and compliance. - Ensure loan terms match approved underwriting conditions. - Work closely with title companies, attorneys, and escrow officers to coordinate closings. 2. Closing & Funding Coordination: - Prepare wire instructions and authorize loan funding. - Confirm receipt of all required documentation before disbursement. - Ensure all conditions and stipulations are met before finalizing funding. 3. Compliance & Quality Control: - Adhere to federal, state, and investor regulations, including TRID, RESPA, and other mortgage compliance guidelines. - Maintain accurate records and audit loan files for any discrepancies. 4. Communication & Customer Service: - Serve as a liaison between loan officers, processors, and funding departments. - Provide timely updates to borrowers and other stakeholders regarding the closing process. - Address and resolve closing or funding issues promptly. 5. Administrative & Reporting: - Ensure all loan data is accurately entered into the system. - Generate reports and maintain records of funded loans. - Assist in process improvements to enhance efficiency and accuracy. Requirements Qualifications: Education and Experience: · High school diploma or equivalent required; Associate's or Bachelor's degree preferred. · 2+ years of experience in post-closing, loan processing, or mortgage operations. · Experience with loan origination systems (LOS) and document management platforms is a plus. Skills and Competencies: · Strong understanding of loan closing, funding, and post-closing processes. · Excellent attention to detail and accuracy. · Strong organizational and time-management skills. · Ability to work independently and meet deadlines. · Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Job Tags

Permanent employment, Contract work, Temporary work,

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