Client Services

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:

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.

• 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.

• 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.

• 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.

• 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.

• 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.

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