Post Closing Specialist
NightOwl Consulting
Post-Closing Purchase Advice SpecialistWe're hiring a detail-oriented Post-Closing specialist to enter and verify Purchase Advice data in Encompass. This role focuses on accurate, timely system updates to support secondary/servicing/finance processes after loan closing. This position does not handle trailing documents.Key ResponsibilitiesAccurately enter Purchase Advice details into Encompass for closed loans (high volume, high accuracy).Review Purchase Advice and related post-close source documents to confirm key data points such as: Purchase date, purchase price, net proceeds, premium/discount (as applicable)Fees/adjustments, escrow/impounds details (if applicable), principal balance/UPBInvestor and servicing-related fields including first payment due (as applicable to your workflow)Validate that Encompass reflects the correct final terms (e.g., note rate, loan amount/UPB, key dates) based on source documentationIdentify discrepancies, document findings clearly in Encompass notes, and escalate exceptions to the appropriate internal team (Secondary/Shipping/Accounting/Post-Close lead)Maintain clean audit trails: consistent naming, comments, and checklist completion per SOP.Track assigned pipeline, meet daily/weekly production targets, and provide status updates as needed.Skills, Knowledge and ExpertiseEnter and update Purchase Advice information accurately in EncompassReview post-closing documents to make sure loan details match the systemCheck key loan information such as dates, amounts, fees, and escrow detailsConfirm final loan terms (rate, loan amount, important dates) are correctSpot differences or errors and note them clearly in the systemEscalate questions or issues to the appropriate internal team when neededKeep records organized and audit-ready by following established proceduresManage an assigned pipeline and stay on track with daily and weekly goalsProvide basic status updates on assigned loansUnderstand how accurate post-closing data supports servicing and finance teamsBenefitsAbove market salaryHMO on Day 1 for principal and two dependentsGovernment-mandated benefitsPerformance-based IncentivesQuarterly Company Events1,000 PHP De MinimisEquipment and software providedAbout NightOwl ConsultingNightOwl Consulting was born from the desire for more! As prior clients of a BPO, we found ourselves struggling with support, understanding of our business industry, and the treatment of our global family… from this, NightOwl Consulting was born. Our mission is to connect companies with world-class talent with the overall vision to build a global family that aspires to reach its highest potential.
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