Mortgage Post-Closing Specialist at Barrett Financial

Barrett Financial Group

At Barrett Financial Group, we like to keep things real. Real people, real collaboration, and really great loans. Our Chandler office is where teamwork meets a bit of fun. We take pride in delivering top-notch mortgage experiences while keeping our culture upbeat, supportive, and full of energy.

We believe work should be both rewarding and enjoyable, and our culture reflects that. Whether it's teamwork, innovation, or celebrating wins big and small, Barrett is a place where people thrive together.

About the Role

The Mortgage Post-Closing Specialist plays an important part in our Mortgage Operations team and helps keep our loan files accurate, compliant, and investor ready. In this role, you'll audit closed loan files, ensure all documentation is complete, and prepare final packages for delivery. Your attention to detail supports smooth loan purchases and strengthens the overall quality of our mortgage operations.

What You'll Do

• Review and audit closed loan files for accuracy, completeness, and compliance with company and investor requirements

• Verify executed final documents including Closing Disclosures, Notes, Deeds of Trust, and collateral documentation

• Communicate with settlement agents, loan officers, processors, and funders to resolve any post-closing deficiencies

• Prepare and deliver complete loan packages to investors or lenders within required timelines

• Track receipt of trailing documents, original Notes, and collateral packages

• Ensure all final documents are uploaded and properly indexed in the Loan Origination System

• Reconcile funding and closing data for reporting and audit accuracy

• Maintain accurate post-closing logs and tracking systems

• Partner with Funding and Compliance to resolve any outstanding issues

• Support audits, investor reviews, and quality control processes as needed

What You Bring

• At least 2 years of experience in mortgage post-closing, shipping, or a related operations role

• Strong understanding of mortgage documentation, compliance requirements, and investor delivery standards

• Exceptional attention to detail and organizational skills

• Ability to manage multiple files and priorities in a fast-paced environment

• Excellent communication and follow-up skills

• Experience with ARIVE LOS or similar systems preferred

Why You'll Love Working Here

• A fun, supportive team that believes in collaboration and celebrating wins

• Leadership that values your voice, ideas, and career growth

• Opportunities to learn, grow, and make an impact as Barrett continues to expand

• A culture that balances professionalism with personality where we work hard and have fun doing it