HELOC Post-Closing Specialist – Detail-Oriented & Accurate

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

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.