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Financial Partners Credit Union is looking for an experienced Real Estate Loan Funder for its fast paced Real Estate department. This position is responsible for funding and closing loans in a timely manner in accordance to company and investor requirements. The ideal candidate will review regulatory forms, perform and complete a pre-funding quality control for each file, gather and assemble information and documentation to complete the closing file and ensure pre-documents and funding conditions meet guidelines. Furthermore, the Real Estate Loan Funder will perform post-closing quality control and ensure final documents are received.



  • Receive and review any outstanding funding conditions prior to closing.
  • Present issues preventing closing to Management for resolution.
  • Ensure all prior to funding conditions have been met and, when complete, set file up for funding.
  • Complete review of loan file when returned from closing agent to ensure documents were signed correctly
  • Approve HUD-1 prior to funding in accordance with company and investor requirements.
  • Verify rate, lock expiration, discount points and loan fees
  • Review and sign off on executed documents and instructions to escrow/closing table prior to release of funds.
  • Insure all required documentation for Collateral Package is satisfactory prior to sending to warehouse line provider.
  • Follow up on all post-closing and trailing documentation.
  • Post funding, follow up on Final Settlement Statement if not received within 72 hrs.
  • Ensure loan files and post-closing documents are imaged timely/completely.
  • Ensure timely delivery of Collateral to the appropriate department daily (drys – Non Good Funds State) & within 5 days (wets – Good Funds State)
  • Complete Funding/Closing check list and upload to Cadence Virtual Loan Folder.
  • Assist operations management in training and mentoring department Document and Closing Partners by responding to questions or providing clarity.
  • Assist operations management in prioritizing and allocating Document Preparation and Closing workload




  • Associate's degree (A. A.) or equivalent from two-year College or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience. 
  • Bachelor’s degree preferred. Knowledge of real estate lending compliance and regulations.
  • Ability to evaluate underwriting strategies, prioritize activities and make effective use of resources.
  • Ability to use PC in a windows environment, basic word processing.
  • Basic Business Math and business writing.
  • Knowledge of Fannie Mae program – Desktop Underwriter preferred.

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