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Calculated Hire

Loan Documentation Specialist

Calculated Hire, Columbus, Ohio, United States, 43224

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Location:

Columbus, OH (Hybrid – Partially Remote)

Duration:

January 2026 – July 2026 (with potential extension)

Position Overview The Retail Lending Closer is responsible for preparing, reviewing, and coordinating consumer and mortgage loan closing packages to ensure accuracy, regulatory compliance, and on‑time funding. This role partners closely with lending, underwriting, and compliance teams to resolve documentation issues and ensure all due‑diligence requirements are met prior to closing.

This position plays a critical role in supporting retail mortgage operations and ensuring a smooth, compliant closing experience for all parties involved.

Key Responsibilities

Prepare, review, and finalize consumer and mortgage loan closing documentation in accordance with regulatory, investor, and internal policy requirements

Review loan approvals, supporting documentation, and system data to confirm TRID and due‑diligence requirements are satisfied prior to closing

Generate and review HUD‑1 / Closing Disclosure statements to ensure accuracy and regulatory adherence

Send closing instructions and coordinate with internal lending partners to resolve documentation deficiencies prior to scheduled closings

Prepare all required disclosures and closing documents using loan origination systems

Verify underwriting and funding conditions have been satisfied and properly approved

Obtain and validate all required documentation to support closing and disbursement of funds

Maintain clear, timely communication with internal teams and external parties throughout the closing process

Ensure all activities align with applicable state and federal banking regulations

Required Qualifications

1–2+ years of experience in consumer lending, mortgage closing, or consumer banking operations

Hands‑on experience using Encompass (required)

Strong attention to detail with the ability to manage multiple files simultaneously

Excellent written, verbal, and customer service communication skills

Proficiency with loan industry systems and standard office software

Strong mathematical and analytical skills to ensure document and funding accuracy

Preferred Skills & Attributes

Strong problem‑solving skills with the ability to navigate documentation and closing challenges

Effective time‑management and organizational skills

Adaptability and willingness to learn new systems, processes, and regulations

Ability to work independently while collaborating effectively with cross‑functional teams

Work Environment & Independence

Performs recurring operational tasks with moderate complexity

Applies standardized rules, procedures, and regulatory requirements

Exercises limited independent judgment within established guidelines

Interacts with internal and external stakeholders to exchange operational information

Seniority level: Entry level

Employment type: Full‑time

Job function: Finance

Industries: Banking

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