Consumer Real Estate Closing Specialist

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Why this role matters

Behind every successful home equity loan closing is a professional who ensures the process is accurate, compliant, and seamless for our members. As a Consumer Real Estate Closing Specialist, you'll play a key role in helping members access the financing they need while protecting the integrity of each transaction. If you enjoy balancing attention to detail with meaningful member interactions, this is a role where your expertise can make a real impact.

What you'll do

In this role, you'll guide loans through the final stages of the closing process, partnering closely with members, attorneys, branch teams, processors, and internal stakeholders to ensure every closing is completed accurately and on time. Your work helps create a positive experience for members while maintaining compliance with regulatory and lending requirements.

Day to day, you'll

• Coordinate and manage home equity loan closings from document preparation through funding.

• Review loan files, disclosures, and closing documents to ensure accuracy, completeness, and regulatory compliance.

• Serve as a trusted point of contact for members and business partners throughout the closing process.

What you bring

The most successful candidates are detail-oriented professionals who can manage multiple priorities, navigate complex lending requirements, and provide outstanding service while maintaining accuracy under deadlines.

Required Skills

• Ability to accurately review and prepare legal and loan closing documents.

• Working knowledge of real estate lending regulations, including TRID requirements.

• Ability to prioritize a high-volume pipeline while meeting deadlines.

• Strong problem-solving and critical-thinking skills when resolving funding or documentation issues.

• Proficiency with Microsoft Outlook, Word, and Excel.

• Ability to collaborate effectively with members, attorneys, vendors, and internal teams.

Education/Certifications

• High school diploma or equivalent.

• Knowledge of TILA-RESPA Integrated Disclosure (TRID) compliance requirements.

You should also be comfortable managing multiple deadlines, adapting to changing priorities, and working independently while maintaining a strong commitment to member service and accuracy.

What sets you apart

You don't need to check every box, but here's what will help you thrive in this role:

• 3+ years of home equity and/or mortgage processing experience.

• Experience with MeridianLink Loans PQ or similar loan origination platforms.

• Experience working within Fiserv DNA or a comparable core banking system.

• Knowledge of HMDA, Fair Lending, ECOA, and related real estate lending regulations.

What you'll get

We believe in supporting our team members both professionally and personally.

In this role, you can expect:

• The opportunity to make a meaningful impact on members during important financial milestones.

• A collaborative culture focused on service, teamwork, and continuous improvement.

• Professional development opportunities that help you grow your lending and financial services expertise.

• Competitive benefits designed to support your wellbeing, financial health, and future goals.

• The chance to build a rewarding career with Truliant Federal Credit Union, an organization committed to serving members and communities.

Ready to Apply?

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account