Impactful Post-Closing Mortgage Specialist

TruStone Financial

Plymouth (CA)

On-site

USD 27,000 - 33,000

Full time

13 days ago
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Benefits offered by this job

Health insurance
Dental and vision insurance
Paid time off
Holidays
401(k) with match
Education reimbursement
Career development
Tuition assistance
Employee discounts

Job summary

TruStone Home Mortgage, a division of TruStone Financial Credit Union, focuses on the fast-paced home mortgage market. This role handles onboarding loans into servicing software and delivering and shipping loans to investors, while reviewing post-closing documentation to ensure data accuracy and conditions are met.

The position requires a Bachelor’s degree, 2+ years of Encompass post-TRID experience, and knowledge of mortgage documentation and regulatory requirements.

Qualifications

  • Bachelor’s degree in Finance, Business Administration or related field.
  • 2+ years of working experience on Encompass post-TRID.
  • CONV/FHA/VA/MHFA/USDA experience, desired.
  • Knowledge of mortgage documentation and regulatory requirements.
  • Solid time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
  • Ability to identify and facilitate change in a deadline driven, highly regulated environment.
  • Work well under pressure and able to meet externally influenced deadlines.
  • Detail oriented; advanced problem-solving skills.

Responsibilities

  • Onboard loans into servicing software and deliver and ship loans to investors.
  • Review post-closing documentation and verify data accuracy and conditions met.

Skills

Encompass post-TRID experience
Regulatory compliance
Attention to detail
Time management
Communication

Education

Bachelor’s degree in Finance/Business

Tools

Encompass

Job description

TruStone Home Mortgage, a division of TruStone Financial Credit Union, focuses on the fast-paced home mortgage market. This role handles onboarding loans into servicing software and delivering and shipping loans to investors, while reviewing post-closing documentation to ensure data accuracy and conditions are met.

The position requires a Bachelor’s degree, 2+ years of Encompass post-TRID experience, and knowledge of mortgage documentation and regulatory requirements.

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