Loan Closer & Client Care Specialist (Remote, U...
Job Description: Client Services & Closing Coordinator
Job Title:
Client Services & Closing Coordinator
Company:
Trophy Point Investment Group
Location:
Remote (USA)
Status Type:
Full-Time Employee
Compensation:
Based on experience
Reports to:
Loan Servicing Manager
Website:
Position Overview:
Trophy Point Investment Group is seeking a dynamic, detail-oriented Client Services & Closing Coordinator
who can expertly manage residential loan closings while serving as a frontline contact for incoming client inquiries via phone and Zendesk. The ideal candidate is adaptable, not bound by traditional closer-only responsibilities, and is excited to expand their role within a growing, innovative lending company.
This hybrid position combines traditional closing expertise with strong client service and call triage skills to ensure seamless communication and operational excellence across departments.
Key Responsibilities:
Loan Closing Responsibilities (70%):
Prepare, review, and finalize loan documents ensuring compliance and accuracy.
Collaborate with underwriters, processors, title companies, and borrowers to facilitate seamless closings.
Ensure all post-closing documents are complete and stored properly for packaging and secondary sale.
Track and manage closing pipeline to ensure timely funding and reporting.
Client Services / Zendesk Management (30%):
Monitor Zendesk and phone system for inbound calls and tickets.
Serve as the first point of contact for general inquiries; triage and route calls to appropriate departments.
Maintain clear communication logs and ensure timely follow-up.
Identify common misroutes and recommend improvements for system automation.
Team & Company Collaboration:
Participate in cross-functional meetings and communicate borrower/client trends.
Maintain a learning mindset and demonstrate flexibility to take on special projects.
Support continuous improvement initiatives related to customer experience and loan closing processes.
Ideal Candidate Profile:
Experienced in loan closing with a passion for client service and communication
.
Not rigidly attached to one role — seeks growth, learning, and cross-departmental collaboration
.
Comfortable with CRM tools (e.g., Zendesk, Hubspot), phone systems, and task-tracking platforms.
Strong multi-tasker with polished written and verbal communication skills.
Required Skills & Qualifications:
3+ years of experience in residential loan closing or mortgage operations.
Familiarity with loan documentation, title policies, and funding process.
Previous experience with customer service platforms (Zendesk, Freshdesk, etc.).
Excellent interpersonal and call handling skills.
Strong organizational abilities and attention to detail.
Tech-savvy with the ability to adapt to new systems.
Notary Public or Escrow experience is a plus.
Why Join Trophy Point:
Be part of a leading private direct lender with a strong reputation in the real estate industry.
Work with a dedicated and professional team committed to excellence and integrity.
Enjoy the flexibility and convenience of a remote working environment, with opportunities to work from anywhere in the world.
Contribute to the success of our insurance management and post-closing operations, ensuring compliance and efficiency.
About Us:
Trophy Point is a premier private direct lender providing flexible financing solutions for real estate professionals. Founded by West Point graduates, we uphold the highest standards of integrity and service.
Apply Now
Job Title:
Client Services & Closing Coordinator
Company:
Trophy Point Investment Group
Location:
Remote (USA)
Status Type:
Full-Time Employee
Compensation:
Based on experience
Reports to:
Loan Servicing Manager
Website:
Position Overview:
Trophy Point Investment Group is seeking a dynamic, detail-oriented Client Services & Closing Coordinator
who can expertly manage residential loan closings while serving as a frontline contact for incoming client inquiries via phone and Zendesk. The ideal candidate is adaptable, not bound by traditional closer-only responsibilities, and is excited to expand their role within a growing, innovative lending company.
This hybrid position combines traditional closing expertise with strong client service and call triage skills to ensure seamless communication and operational excellence across departments.
Key Responsibilities:
Loan Closing Responsibilities (70%):
Prepare, review, and finalize loan documents ensuring compliance and accuracy.
Collaborate with underwriters, processors, title companies, and borrowers to facilitate seamless closings.
Ensure all post-closing documents are complete and stored properly for packaging and secondary sale.
Track and manage closing pipeline to ensure timely funding and reporting.
Client Services / Zendesk Management (30%):
Monitor Zendesk and phone system for inbound calls and tickets.
Serve as the first point of contact for general inquiries; triage and route calls to appropriate departments.
Maintain clear communication logs and ensure timely follow-up.
Identify common misroutes and recommend improvements for system automation.
Team & Company Collaboration:
Participate in cross-functional meetings and communicate borrower/client trends.
Maintain a learning mindset and demonstrate flexibility to take on special projects.
Support continuous improvement initiatives related to customer experience and loan closing processes.
Ideal Candidate Profile:
Experienced in loan closing with a passion for client service and communication
.
Not rigidly attached to one role — seeks growth, learning, and cross-departmental collaboration
.
Comfortable with CRM tools (e.g., Zendesk, Hubspot), phone systems, and task-tracking platforms.
Strong multi-tasker with polished written and verbal communication skills.
Required Skills & Qualifications:
3+ years of experience in residential loan closing or mortgage operations.
Familiarity with loan documentation, title policies, and funding process.
Previous experience with customer service platforms (Zendesk, Freshdesk, etc.).
Excellent interpersonal and call handling skills.
Strong organizational abilities and attention to detail.
Tech-savvy with the ability to adapt to new systems.
Notary Public or Escrow experience is a plus.
Why Join Trophy Point:
Be part of a leading private direct lender with a strong reputation in the real estate industry.
Work with a dedicated and professional team committed to excellence and integrity.
Enjoy the flexibility and convenience of a remote working environment, with opportunities to work from anywhere in the world.
Contribute to the success of our insurance management and post-closing operations, ensuring compliance and efficiency.
About Us:
Trophy Point is a premier private direct lender providing flexible financing solutions for real estate professionals. Founded by West Point graduates, we uphold the highest standards of integrity and service.
Apply Now