Post Closing Specialist II

The Post-Closing Specialist II is responsible for all aspects of the loan process after closing including receiving, shipping, insuring, and clearing investor suspense conditions.

DUTIES & RESPONSIBILITIES (INCLUDED BUT NOT LIMITEDTO)

• Ensures all closing packages and collateral are received, uploaded, audited, corrected, and shipped within stated Service Level Agreements (“SLAs”)
• Ensures all insurance premiums are paid, and certificates received (on applicable loans files) within stated SLAs
• Ensures applicable Conventional loans with private mortgage insurance are activated in MI portals within stated SLAs
• Ensures MERS numbers are registered and transferred within stated SLAs
• Ensures all assigned loans are purchased within stated SLAs by:
  • Documenting suspense conditions in the system of record
  • Working with Borrowers, Closing Agents, Branches, Underwriters, Closers, and other parties to clear suspense conditions
  • Enter the Purchase Advice and clear the loan off the Warehouse Line
• Maintains daily reports, including Warehouse and Ready Reports
• Serves as the primary subject matter expert (SME) for the team, providing guidance and support on complex questions, issues, or procedures
• Acts as the first point of escalation for team concerns, resolving issues when possible prior to manager involvement
• Identifies opportunities for process improvements and contributes to the development and implementation of more efficient workflows
• Leads training efforts for new team members and provide ongoing coaching and support for existing staff as needed
• Serves as a backup to the manager during periods of absence, ensuring continuity of operations and team support