Consumer Loan Post Closer

Peoples Bank; Cambridge (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

Peoples Bank is seeking a detail-oriented professional to review HELOC closing documents for accuracy and completeness after closing. The role includes booking loans in the LOS after the recission period and ensuring documents reach the imaging system.

You will support internal departments, track original packages, and assist with scanning and indexing. Proficiency with Meridian Link, Salesforce, and Microsoft Office is valued.

Qualifications

• Associate’s degree or 1-3 years banking experience required.
• Post-closing or related mortgage experience preferred.
• HELOC or closing experience preferred.
• Knowledge of Meridian Link and Salesforce is a plus.
• Ability to perform tasks accurately and efficiently.

Responsibilities

• Verify signed closing documents are accurate and complete once a HELOC loan has closed.
• Verify trailing documents are accurate and complete after recording.
• Acquire missing documents and facilitate correction of documents as needed with bankers following closing.
• Book HELOC loans through workflow process for HELOC loans once the recission period has ended and disbursed.
• Funding disbursements for HELOC loans after the date of recission, as well as mailing disbursements to the appropriate creditor to be paid off per debts listed on the closing documents signed at closing.
• Send Credit Line Mortgage(s) and Deed of Trust(s) to the appropriate county for recording, as well facilitate the correction of documents as needed per requests communicated by the county prior to recording.
• Receive and track original signed closing document packages following closing and log incoming mail to support the HELOC department to ensure loans are Ready for Funding.
• Log recorded and trailing documents, and upload to the imaging system, Image Center for filing.
• Responsible for understanding the Bank’s policies, procedures, products and services.
• Assist with scanning and indexing documents, when needed.
• Must communicate well with internal partners for support.
• Must display excellent organizational and detail-oriented skills in performance.
• Will perform special projects as assigned.

Skills

Attention to detail

Organizational skills

Communication skills

Team player

Education

Associate’s degree or 1-3 years banking experience

Post-closing or related mortgage experience

HELOC or closing experience

Tools

Meridian Link

Salesforce

Microsoft Office

Job description

Build Your Future Here

Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.

Build Your Future Here

Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.

Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003.

We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work:

• American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025
• Top Workplaces USA national award in 2022, 2023, 2024, 2025 and 2026
• Newsweek’s America’s Greatest Workplaces 2024, 2025 and 2026
• Forbes America’s Best Banks 2024 and 2025
• Forbes Best-in-State Banks 2020, 2021. 2025 and 2026
• TIME’s America’s Growth Leaders 2026 award winner

At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/

Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization.

Job Purpose

This position is responsible for reviewing HELOC closing documents for accuracy and completeness once the loan has been closed and signed by all parties at the closing table. An additional responsibility for this position is booking loans to the loan origination system following the recission period and ensuring documents reach the imaging system, Image Center. The position is responsible for sending completed credit line mortgage documents for recording purposes, as well as receiving and tracking the original signed closing document packages and recorded documents. This position provides support to all internal departments and bank partners as needed.

Job Duties

• Verify signed closing documents are accurate and complete once a HELOC loan has closed.
• Verify trailing documents are accurate and complete after recording.
• Acquire missing documents and facilitate correction of documents as needed with bankers following closing.
• Book HELOC loans through workflow process for HELOC loans once the recission period has ended and disbursed.
• Funding disbursements for HELOC loans after the date of recission, as well as mailing disbursements to the appropriate creditor to be paid off per debts listed on the closing documents signed at closing.
• Send Credit Line Mortgage(s) and Deed of Trust(s) to the appropriate county for recording, as well facilitate the correction of documents as needed per requests communicated by the county prior to recording.
• Receive and track original signed closing document packages following closing and log incoming mail to support the HELOC department to ensure loans are Ready for Funding.
• Log recorded and trailing documents, and upload to the imaging system, Image Center for filing.
• Responsible for understanding the Bank’s policies, procedures, products and services.
• Assist with scanning and indexing documents, when needed.
• Must communicate well with internal partners for support.
• Must display excellent organizational and detail-oriented skills in performance.
• Will perform special projects as assigned.

Education, Job Skills and Qualifications

• Associate’s degree or 1-3 years banking experience required
• Post-closing or related mortgage experience preferred
• HELOC or closing experience preferred
• Knowledge of Meridian Link and Salesforce is a plus
• Ability to perform tasks accurately and efficiently
• Proficiency in Microsoft Office and other business applications
• Ability to effectively manage multiple priorities in a fast-paced environment
• Strong attention to detail and organizational skills
• Demonstrated ability to follow through on tasks and deadlines
• Strong verbal, written and interpersonal communication skills
• Must work well with others and be a team player

Basic Qualifications

• Associate’s degree or 1-3 years banking experience required.

Equal Opportunity Employer M/F/Disabled/Vet;

If you are unable to complete this application due to a disability, contact [e-mail] to ask for an accommodation, alternative application process, or other inquiries.