New york, NY

Job Type
Contract Full-Time

Pay Rate

***Team Lead***

The candidate help coordinate the day to day activities of the Entity desk and related due diligence screenings, while overseeing the following activities:

  • Manage Entity Lending pipeline.
  • Manage escalations related to entity exceptions or approvals.
  • Back up any entity specialists, as required, in reviewing Entity Lending documents including trusts, LLCs, LPs etc.

Position Responsibilities

  • Reviewing title, deed and entity documents; including but not limited to trusts, limited liability companies, limited partnerships and corporations for approval with residential mortgage closings
  • Create custom mortgage closing documents
  • Create Modification documents
  • Work with Private Bankers and Financial Advisors to provide assistance in a timely manner
  • Provide high quality customer service
  • Perform post-closing reviews on loan documents
  • Work closely with our mortgage lending team during loan origination to meet underwriting guidelines


  • 3- 5 years’ experience reviewing trusts, limited liability companies, limited partnerships, corporations and other real estate title related documents
  • Real Estate Paralegal; residential lending preferred
  • Experience preparing mortgage and/or real estate closing documents
  • Knowledge and understanding of title commitments
  • Excellent organization skills
  • Strong verbal and written communication skills
  • Strong Computer skills; must be familiar with how to navigate a Microsoft Windows environment and have a basic working knowledge of Microsoft Office software
  • Adhere to turn time commitments while working in a high-volume environment
  • Must have excellent teamwork orientation and the ability to work independently in a fast moving environment
  • High level of Accuracy and Detail Oriented/multitasking
  • Knowledge of mortgage documents and an understanding of the mortgage life cycle
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