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Loan closer vs mortgage specialist

The differences between loan closers and mortgage specialists can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a loan closer and a mortgage specialist. Additionally, a loan closer has an average salary of $39,093, which is higher than the $38,757 average annual salary of a mortgage specialist.

The top three skills for a loan closer include customer service, excellent organizational and TRID. The most important skills for a mortgage specialist are customer service, residential mortgage loans, and origination.

Loan closer vs mortgage specialist overview

Loan CloserMortgage Specialist
Yearly salary$39,093$38,757
Hourly rate$18.79$18.63
Growth rate-3%-3%
Number of jobs11,43126,471
Job satisfaction--
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 55%
Average age4242
Years of experience44

What does a loan closer do?

A loan closer is primarily in charge of handling and closing loan documentation, ensuring accuracy and smooth transactions. A loan closer's responsibilities revolve around liaising with clients to guarantee that they adhere to every term in the contract, preparing necessary reports and documents, monitoring payment progress, and ensuring that they have a deep understanding of the obligations under the contract. Furthermore, it is essential to maintain records of all transactions and assist clients, all while implementing the company's policies and regulations.

What does a mortgage specialist do?

Mortgage specialists are professionals who work with lending institutions to identify the best lending product for their clients in exchange for taking the title of the debtors' properties. These specialists must process mortgage loan applications by reviewing their paperwork to ensure accuracy and completeness before submitting for approval. They should monitor accounts during the bankruptcy proceedings to ensure that the rights of their clients are protected. Mortgage specialists are also required to guide associates regarding procedural guidelines from FNMA, FHLMC, and MHA.

Loan closer vs mortgage specialist salary

Loan closers and mortgage specialists have different pay scales, as shown below.

Loan CloserMortgage Specialist
Average salary$39,093$38,757
Salary rangeBetween $30,000 And $50,000Between $29,000 And $51,000
Highest paying CityBellevue, WAOakland, CA
Highest paying stateWashingtonWashington
Best paying companyTata GroupCiti
Best paying industryFinanceFinance

Differences between loan closer and mortgage specialist education

There are a few differences between a loan closer and a mortgage specialist in terms of educational background:

Loan CloserMortgage Specialist
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 55%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Loan closer vs mortgage specialist demographics

Here are the differences between loan closers' and mortgage specialists' demographics:

Loan CloserMortgage Specialist
Average age4242
Gender ratioMale, 22.6% Female, 77.4%Male, 39.3% Female, 60.7%
Race ratioBlack or African American, 12.9% Unknown, 4.3% Hispanic or Latino, 14.8% Asian, 7.0% White, 60.6% American Indian and Alaska Native, 0.4%Black or African American, 13.3% Unknown, 4.4% Hispanic or Latino, 14.2% Asian, 7.5% White, 60.2% American Indian and Alaska Native, 0.4%
LGBT Percentage7%7%

Differences between loan closer and mortgage specialist duties and responsibilities

Loan closer example responsibilities.

  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Update files by obtaining annual and interim financial statements, renew insurance policies and UCC amendments, continuations and terminations.
  • Maintain a working knowledge of government underwriting policies pertaining to multiple programs such as VA, USDA, and FHA financing.
  • Gain knowledge of requirements establish by the FHA/VA, FNMA, FHLMC and private investors.
  • Prepare the delivery of mortgage loan documents to facilitate the processing of mortgage loan closings including TRID.
  • Prepare loan documents for retail mortgages (conventional, VA, FHA), all states in a paperless environment.
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Mortgage specialist example responsibilities.

  • Manage internal team SharePoint and document repository.
  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Work due diligence and process loans per FHLMC guidelines on conventional, USDA, FHA/VA and CHFA/DAP loans.
  • Advise clients with mortgage needs by providing information regarding traditional and government programs, including USVA, FHA and VA loans.
  • Review HUD-1's to confirm fees and charges with initial GFE and RESPA compliance, order wire and provide funding approval.
  • Maintain a working knowledge of FDCPA and RESPA guidelines.
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Loan closer vs mortgage specialist skills

Common loan closer skills
  • Customer Service, 24%
  • Excellent Organizational, 5%
  • TRID, 4%
  • FHA, 4%
  • Va, 4%
  • RESPA, 4%
Common mortgage specialist skills
  • Customer Service, 22%
  • Residential Mortgage Loans, 6%
  • Origination, 6%
  • FHA, 5%
  • Va, 5%
  • Loan Applications, 4%

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