Post-Closing Specialist

Charlotte, NC

Essential Duties and Responsibilities:

  • Perform post-close audits and compliance review of mortgage loans closed by mortgage origination companies prior to purchase to ensure 1) quality and adherence to our lending regulations and compliance requirements, 2) the signed, closing documents are complete, and 3) all conditions are received and cleared prior to purchase
  • Partner with internal staff (i.e., Underwriter, Processor, Closer, Operations Management, etc.) of the mortgage origination companies and third- party vendors throughout the pre-close and post- close review process to clear purchase eligibility conditions
  • Work with counterparties and vendors to obtain missing documents
  • Create and keeping updated appropriate post-closing procedures
  • Handle post-purchase loan activities including servicing on-boarding and collateral & final document tracking and follow-up
  • Any and all other duties as requested by management

Required Skills, Experience and Ability:

  • Strong organization and analytical skills with attention to detail
  • Possess a thorough understanding of loan processing and closing procedures
  • Excellent communication and time management skills
  • Ability to be cross trained and handle multiple functions outside of normal job responsibilities and/or assist team members with other administrative tasks as needed
  • Present self in professional manner and have ability to interact with all levels of organization and outside contacts
  • Proficient in MS Office including Word and Excel
  • Fosters respect in the workplace
  • College degree or equivalent work experience
  • 4 + years of mortgage related experience
  • 2 + years of loan processing, closing or post-closing experience

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