Post-Closing Purchase Advice Specialist

NightOwl Consulting; Quezon City; 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 dependents

Government-mandated benefits

Performance-based Incentives

Quarterly Company Events

Equipment and software provided

Job summary

A consulting firm is looking for a detail-oriented Post-Closing Purchase Advice Specialist. In this role, you will accurately enter and verify purchase advice data to support secondary and finance processes after loan closing. Responsibilities include reviewing post-closing documents, confirming loan terms, and ensuring data accuracy in Encompass. Ideal candidates will have strong attention to detail, excellent data entry skills, and the ability to manage a high-volume workload in a timely manner.

Qualifications

• Strong attention to detail and accuracy in data entry.
• Ability to review and validate post-closing documents.
• Experience in maintaining organized records.

Responsibilities

• Enter Purchase Advice details in Encompass accurately.
• Review and confirm key data points in post-close documents.
• Identify discrepancies and document findings.

Skills

Attention to detail

Data entry accuracy

Document review

Error identification

Pipeline management

Job description

Post-Closing Purchase Advice Specialist

Department: Operations

Employment Type: Full Time

Location: Client

Compensation: ₱35,000 - ₱50,000 / month

Description

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/finance processes after loan closing. This position does not handle trailing documents.

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 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 Expertise

• Enter and update Purchase Advice information accurately in Encompass.
• Review post-closing documents to make sure 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 benefits
• Performance-based Incentives
• Quarterly Company Events1,000 PHP De Minimis
• Equipment and software provided