Post-Closing Purchase Advice Specialist

NightOwl Consulting Philippines Inc.; Philippines; On-site; PHP 390,600 - 558,000; Full time

Benefits offered by this job

Above market salary

HMO on Day 1 for principal and two dep

Government-mandated benefits

Performance-based incentives

Quarterly company events

1,000 PHP de minimis

Equipment and software provided

Job summary

NightOwl Consulting Philippines Inc. is hiring a detail-oriented Post‑Closing specialist to enter and verify Purchase Advice data in Encompass, supporting secondary, servicing and finance processes after loan closing. This role does not handle trailing documents.

You will maintain audit trails, review post‑closing documents for data accuracy, and escalate discrepancies to the appropriate internal teams while tracking pipeline and meeting daily/weekly production targets.

Qualifications

• Enter and update Purchase Advice information accurately in Encompass.
• Review post‑closing documents to ensure loan details match the system.
• Check key loan information such as dates, amounts, fees, and escrow details.
• Confirm final loan terms (rate, loan amount, important dates) are correct.
• Spot differences or errors and note them clearly in the system.
• Escalate questions or issues to the appropriate internal team when needed.
• Keep records organized and audit‑ready by following established procedures.

Responsibilities

• Accurately 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.
• Validate that Encompass reflects the correct final terms based on source documentation.
• Identify discrepancies, document findings clearly in Encompass notes, and elevate exceptions.
• Maintain clean audit trails with consistent naming, comments, and SOP compliance.
• Track assigned pipeline, meet daily/weekly production targets, and provide status updates.

Skills

Encompass data entry

Data verification

Attention to detail

Audit readiness

Process accuracy

Tools

Encompass

Job description

Job Summary

We’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 and finance processes after loan closing. This position does not handle trailing documents.

Department, Location, Compensation

• Department: Operations
• Location: Client
• Compensation: ₱35,000 - ₱50,000 / month

Key Responsibilities

• Accurately 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/UPB
  • Investor 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 documentation.
• Identify discrepancies, document findings clearly in Encompass notes, and elevate 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 Expertise

• Enter and update Purchase Advice information accurately in Encompass.
• Review post‑closing documents to ensure loan details match the system.
• Check key loan information such as dates, amounts, fees, and escrow details.
• Confirm final loan terms (rate, loan amount, important dates) are correct.
• Spot differences or errors and note them clearly in the system.
• Escalate questions or issues to the appropriate internal team when needed.
• Keep records organized and audit‑ready by following established procedures.
• Manage an assigned pipeline and stay on track with daily and weekly goals.
• Provide basic status updates on assigned loans.
• Understand how accurate post‑closing data supports servicing and finance teams.

Benefits

• Above market salary
• HMO on Day 1 for principal and two dependents
• Government‑mandated benefitsPerformance-based incentives
• Quarterly company events
• 1,000 PHP de minimis
• Equipment and software provided