Legal Secretary/Settlement Coordinator

Essential Job Functions:Monitor work queues to ensure service level agreements (SLAs) are consistently met.Escalate issues to the Senior Settlement Coordinator for review.Request tax and payoff updates as needed when scheduling.Coordinate and schedule closings with borrowers and closing professionals.Accurately calculate transaction fees and verify their accuracy.Prepare preliminary and final Closing Disclosure (CD) statements.Review, prepare, and deliver loan closing documents with a focus on quality.Complete transactional tasks as requested by the customer.Manage customer change requests, such as loan amount modifications and new document requests.Maintain professional communication with internal teams, external partners, clients, and borrowers.Raise process or systemic issues to the appropriate channels.Provide support to team members in additional tasks assigned by management.Address borrower and agent inquiries related to loan closings.Follow all security policies and procedures to protect customer NPPI (Non-public personal information), company information, and assets.Report any security incidents, violations, or non-compliance with security policies to management, IT, or the designated Equity contact.Required Skills:Strong organizational skills and attention to detail.Willingness to cross-train and adapt to changing responsibilities.Comprehensive understanding of the pre-closing process.Proficient in preparing and calculating CDs and disbursement documents.In-depth knowledge of lender and title closing documents.Ability to accurately calculate payoffs, tax payments, and purchase adjustments.Strong familiarity with state-specific document requirements.Ability to work independently and manage multiple queues with minimal supervision.Excellent verbal and written communication skills.Strong customer service orientation.Ability to maintain accuracy and focus while meeting daily task and process deadlineMinimum Qualifications: At least 1 year of experience in customer service or settlement.Alignment with Equity Values.Personal Qualities: Professional demeanor.Effective teamwork and collaboration skills.Flexibility in work schedule.Strong customer service mindset.Disclaimer:The above job description outlines the general responsibilities and skills required for the position. It is not an exhaustive list of all duties, and personnel may be asked to perform tasks outside of their regular responsibilities as needed.