Post Closing Specialist

Position Overview

We are seeking a detail-oriented Post-Closing Specialist to support mortgage loan document review, collateral administration, and trailing document management. This role ensures loan files are complete and accurate, resolves document deficiencies, and maintains collateral records while providing responsive service to clients and business partners.

Key Responsibilities

• Review mortgage loan files for completeness, accuracy, and compliance with client requirements and servicing standards.
• Review notes, mortgages, deeds, assignments, title policies, endorsements, UCC filings, and related collateral documents.
• Monitor trailing documents, exception reports, workflow queues, and aging reports.
• Identify missing documents, recording issues, discrepancies, and collateral exceptions.
• Research deficiencies and coordinate corrections with internal teams, title companies, closing agents, custodians, investors, and clients.
• Track document receipt, review, certification, and exception resolution.
• Support collateral file certification, audits, and quality control reviews.
• Process document imaging, indexing, classification, and naming.
• Monitor department inboxes and servicing system tasks.
• Assist with system testing, procedure updates, process improvements, and special projects.

Required Qualifications

• At least one year of experience in mortgage operations, post-closing, loan documentation, document custody, collateral review, quality control, banking operations, or a related field.
• High school diploma or equivalent.
• Strong attention to detail, accuracy, and organizational skills.
• Ability to manage multiple priorities and meet deadlines.
• Working knowledge of Microsoft Outlook, Word, and Excel.
• Comfort with technology and the ability to learn new systems.
• Strong written and verbal communication skills.

Preferred Qualifications

• Two or more years of mortgage operations or post-closing experience.
• Associate degree or higher education.
• Experience with mortgage servicing systems, document management platforms, imaging systems, or workflow applications.

Additional Expectations

• Provide professional, responsive service to clients and business partners.
• Collaborate with coworkers to meet department goals.
• Apply established procedures, exercise sound judgment, and escalate unusual issues appropriately.
• Adapt to changing priorities and contribute ideas for process improvements.

Supervisory Responsibilities

None.

Physical Requirements

Office-based work involving frequent computer use, communication, repetitive hand motions, and occasional lifting of up to 10 pounds.