Construction-to-Permanent Mortgage Specialist

truliantfcu; Winston-Salem (NC); On-site; USD 75,000 - 105,000; Full time

Job summary

Truliant Federal Credit Union is seeking a Mortgage Construction and Post-Closing Specialist to ensure accurate construction draws, conversions, and final documentation while coordinating with members, builders, and investors. This role emphasizes meticulous record-keeping, deadlines, and cross-team collaboration.

You will manage construction-loan administration, review packages for accuracy and compliance, and handle post-closing workflows, including shipping and investor delivery.

Qualifications

• 5+ years in mortgage lending operations and/or quality control.
• 5+ years post-closing experience with delivery to multiple investors.
• Experience with Encompass or similar loan origination systems and investor platforms.

Responsibilities

• Own construction-loan administration from setup to draw calculations and conversion documentation.
• Review closed loan packages for accuracy, timing, and compliance, then coordinate delivery to investors.
• Manage trailing documents, reconciliations, and audit support while coordinating with internal teams and vendors.

Skills

Mortgage operations knowledge

Time management

Communication

Cross-team collaboration

Education

High school diploma

NMLS license or eligible

Bachelor's in Business/Finance (preferred)

Tools

Encompass

MERS / eRegistry

eNotes / eVaults

Microsoft Excel

Job description

Truliant Federal Credit Union is seeking a Mortgage Construction and Post-Closing Specialist to ensure accurate construction draws, conversions, and final documentation while coordinating with members, builders, and investors. This role emphasizes meticulous record-keeping, deadlines, and cross-team collaboration.

You will manage construction-loan administration, review packages for accuracy and compliance, and handle post-closing workflows, including shipping and investor delivery.