Mortgage Post Closing Specialist I

Job Description

Job Description

Job Title: Mortgage Post Closing Specialist I

Location: Williamsville, NY

Hire Type: Contingent

Pay Range: $22.00/hour

Work Type: 3 days/week

Work Model: Onsite

Work Schedule: 3 days/week, 8am – 5pm

Recruiter Contact: Natalie Dunn | View phone number on us.fitly.work | View email address on us.fitly.work

Nature & Scope:

Positional Overview

The Imagine Group is recruiting for a Mortgage Post Closing Specialist I on behalf of our client, a leading financial institution in Williamsville , New York , serving individuals, businesses, and communities across the eastern United States. Known for its strong regional presence, commitment to community engagement, and focus on long-term customer relationships, the organization offers a stable and collaborative work environment with opportunities for growth.

In this role, you will be responsible for ensuring all mail, trailing documents, credit files, and closing packages are received and updated on the mortgage production system. Contact settlement agents to retrieve trailing documents and audit documents received to data on mortgage production system, as well as investor guidelines.

Role & Responsibility:

Tasks That Will Lead to Your Success

• Track receipt of mail, trailing documents, credit files, and closing packages and update mortgage production system accordingly.
• Match up credit files and closing packages to be prepped scanned to imaging software.
• Update file tracking software and process barcode for credit file.
• Ensure all checks received in closing packages are processed appropriately and in a timely manner.
• Audit trailing documents (Mortgages, Assignments, Consolidation Agreements (CEMAs) and Final Title Policies) per investor guidelines and in comparison, to data on mortgage production system.
• Contact settlement agents and title companies (via phone, fax, or email) to request outstanding documents and/or corrections.
• Complete various projects, as assigned, either individually or in a time environment.
• Generate and follow-up on daily department reports, as needed.
• Communicate with impacted areas regarding exceptions as they arise.
• Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
• Promote an environment that supports diversity and reflects the brand.
• Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Skills & Experience

Qualifications That Will Help You Thrive

• High school Diploma or GED.
• One year prior business experience preferably in Operations (Lender, Title Company or Settlement Agents office).
• Good PC skills with working knowledge of spreadsheet and word processing software.
• Ability to prioritize and work effectively under time constraints.
• Excellent verbal and written communication skills.
• Excellent organizational skills with an emphasis placed on detail.
• Ability to work independently, as well as, within a team environment.
• Ability to problem solve.
• Strong work ethic, reliable and dependable.

Education & Experience Preferred :

• Associates Degree.
• Prior mortgage and/or customer service experience