Associate, Mortgage Closing & Servicing

Remote, USA Full-time Posted 2026-05-04
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About the position

    Responsibilities
  • Interfacing with internal and external stakeholders, including production officer, production analyst, correspondent, borrower, in-house counsel, outside counsel, title company, accounting, treasury, servicing, portfolio management, and asset management personnel proactively to ensure loans are closed timely.
  • Managing and communicating transaction timelines to internal and external partners to verify all appropriate deadlines are met.
  • Identifying the legal and business risks associated with each mortgage loan investment being closed.
  • Performing pre-and post-closing functions including managing closing checklist to ensure completion and receipt of all required documents to review and close the loan.
  • Reviewing loan documentation, third party due diligence reports, title, survey, and insurance documentation for compliance with Lincoln's requirements.
  • Transmitting loan information and documentation to servicing, asset management, accounting, and other departments, as necessary.
  • Reviewing loan settlement statements prepared by the escrow agent for accuracy.
  • Updating internal systems to ensure that appropriate internal reporting data reflects current information for the transaction.
  • Keeping management, deal team, borrower, and other parties informed of potential problems or delays and makes recommendations.
  • Working on projects and team initiatives as requested.
    Requirements
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required
  • 1-3 Years experience in commercial mortgage loans that aligns with the specific responsibilities for this position.
  • Able to work a minimum of 40 hours per week, with four (4) days in the office.
  • Working knowledge of real estate law: Fee simple and leasehold estates; Foreclosures; Understanding subordinated interests.
  • Working knowledge of mortgage loan document types required for closing and servicing of loans.
  • Working knowledge of required insurance Acord forms and policies needed for closing.
  • Working knowledge of title insurance and UCC financing statements.
  • Critical thinking skills.
  • Must be detail oriented.
  • Strong organizational skills with the ability to manage multiple transactions and work independently in a time-sensitive environment where meeting established deadlines is critical.
  • Strong interpersonal/customer service skills with the ability to create/build and maintain relationships with internal and external stakeholders.
  • Excellent written and verbal communication skills.
  • Working knowledge of Microsoft Office Suite (MS Word, Excel, and Outlook).
    Nice-to-haves
  • Experience in closing and/or servicing of bridge, construction and/or mezzanine financing is preferred.
    Benefits
  • Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
  • Leadership development and virtual training opportunities.
  • PTO/parental leave.
  • Competitive 401K and employee benefits.
  • Free financial counseling, health coaching and employee assistance program.
  • Tuition assistance program.
  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations.
  • Effective productivity/technology tools and training.

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