Closer, Portfolio

As a Closer at Kiavi, your primary responsibilities include managing the coordination of documentation and the closing process for portfolio loans. You will ensure all loans comply with company guidelines and identify any exceptions that may arise during closing. It’s crucial to maintain communication with settlement agents and monitor loan documentation to protect the company’s integrity while providing an exceptional experience for our borrowers.

To qualify for the Closer position at Kiavi, you should ideally have a high school diploma, although a Bachelor’s degree in finance, business, or a related field is preferred. Most importantly, you need at least 3 years of experience in mortgage loan closing, especially in commercial loans or commercial real estate finance. Proficiency with title and escrow processes is also a huge plus!

Kiavi focuses on providing a quick, accurate, and pleasant closing experience by maintaining clear communication with all stakeholders involved, including the loan origination team, closing agents, and borrowers. As a Closer, you will act as a crucial point of contact to address any last-minute queries and ensure that all necessary documentation is in place before closing.

Yes, the Closer position at Kiavi is fully remote! We embrace a hybrid distributed workforce philosophy, allowing talented individuals from across the country to join our team, while still providing a collaborative work environment where ideas can be shared and discussed.

As a Closer at Kiavi, you will enjoy a comprehensive benefits package, including free medical, dental, and vision insurance, a flexible time-off policy, disability insurance, and a 401(k) plan with company matching. Remote workers can also receive reimbursements for home office setups and monthly stipends for internet and phone expenses.

In the loan closing process, all documentation must be thoroughly reviewed and finalized to ensure compliance with both company and legal standards. Highlight your attention to detail and experience in managing this process, showing your ability to coordinate effectively with various stakeholders to address any issues that may arise.

When last-minute changes occur, it’s vital to stay calm and proactive. Explain your methods of quickly assessing the situation, communicating with relevant parties, and finding a resolution that adheres to compliance standards while ensuring a positive experience for the borrower.

Mention your familiarity with tools like Microsoft Office, Google Docs, and any loan management software you’ve previously used. Emphasize your adaptability to new technology and your eagerness to enhance your skills in utilizing various platforms to streamline the closing process.

Provide an example where you faced a complication, detailing how you approached the situation, the steps you took to address it, and the outcome. Focus on your problem-solving skills and your ability to maintain professionalism under pressure.

Compliance is crucial in loan closing. Illustrate your experience in performing thorough document reviews, understanding regulatory standards, and ensuring that all loan conditions are met before closing. Stress your attention to detail and commitment to upholding best practices.

Prioritization is key. Discuss your organizational skills and how you efficiently manage multiple files simultaneously. You might mention techniques such as setting deadlines, using checklists, and maintaining communication with your team to keep everything on track.

A great Closer is detail-oriented, skilled in communication, and capable of building strong relationships with various stakeholders. Elaborate on how you embody these traits and your understanding of the importance of fostering a positive experience for clients and partners alike.

Discuss your experience with title reports, title commitments, and working with title companies during closings. Share specifics about how this knowledge has helped streamline your processes or contribute to successful outcomes.

Express your admiration for Kiavi’s mission of helping REIs across the nation and your enthusiasm for using technology to enhance the lending experience. Talk about how your skills align with the company’s values and how you envision contributing to its success.

Being open to feedback is crucial in any role. Share examples of how you have received constructive criticism and turned it into actionable changes in your work processes, demonstrating your adaptability and willingness to grow.