Mortgage Operations Specialist/Post Closing Specialist

Professional Alternatives; Baltimore (MD); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Professional development

AI-assisted tools

Job summary

Professional Alternatives is seeking a Mortgage Operations Specialist / Post-Closing Specialist to finalize loan files, ensure compliance, and coordinate with partners in an onsite Baltimore, MD setting.

The role emphasizes detailed document handling, timely collaboration with title companies, and leveraging CRM tools like Salesforce to maintain audit-ready records.

Qualifications

• Minimum of two years’ experience in mortgage operations, loan processing, post-closing, title, loan servicing, banking operations, or related fields.
• Strong familiarity with mortgage and real estate documentation, including assignments, title reports, and lien perfection.
• Exceptional attention to detail, with the ability to identify missing or inaccurate information proactively.
• Excellent organizational skills with a proven ability to manage multiple files, prioritize tasks, and meet deadlines.
• Effective written and verbal communication skills, demonstrating professionalism and clarity.
• Proficiency in Microsoft Office Suite, particularly Outlook and Excel; experience with Salesforce or similar CRM systems is preferred.
• Eagerness to learn new systems, tools, and AI-assisted processes to stay current with industry advancements.
• Dependable, team-oriented, and adaptable to a structured, process-driven environment.

Responsibilities

• Track, review, and resolve post-closing exceptions to ensure loan files are complete and compliant.
• Contact title companies, attorneys, and external partners to obtain outstanding trailing documents.
• Maintain logs of received trailing documents within Salesforce and organize documents in the ALF system.
• Save, categorize, and manage documents in the loan filing system for easy retrieval and audits.
• Prepare and record assignments of mortgage meeting all legal requirements.
• Coordinate delivery of loan packages and documentation to custodians.
• Upload loan information and documents for secondary-market investors and warehouse lenders.
• Review files for completeness and regulatory compliance.
• Collaborate with Loan Processing to resolve discrepancies efficiently.
• Communicate clearly with internal teams and external partners to improve workflows.
• Identify opportunities to improve workflows, accuracy, and turn-around times.
• Leverage AI-assisted tools to enhance efficiency and communication.

Skills

Attention to detail

Documentation

Communication

Excel

Salesforce

Outlook

Tools

Salesforce

Excel

Outlook

Job description

Job ID#: 41273

Mortgage Operations Specialist / Post-Closing Specialist - onsite- Baltimore, Maryland

Are you detail-oriented with a passion for ensuring the accuracy and completeness of mortgage transactions? Our client is seeking a proactive and organized Mortgage Operations Specialist / Post-Closing Specialist to join our dynamic team. In this role, you will play a critical part in finalizing loan files, ensuring compliance, and facilitating smooth transitions to secondary market buyers.

Key Responsibilities:

• Track, review, and resolve post-closing exceptions to ensure loan files are complete and compliant.
• Contact title companies, attorneys, and external partners to obtain outstanding trailing documents, maintaining professional communication and strong relationships.
• Maintain meticulous logs of received trailing documents within Salesforce and organize all pertinent documents within the All Loans File (ALF) system.
• Properly save, categorize, and manage documents within the company’s loan filing system to ensure easy retrieval and audit readiness.
• Prepare and record assignments of mortgage, ensuring all legal and procedural requirements are met.
• Coordinate the delivery of loan packages and necessary documentation to custodians, ensuring timely and accurate submissions.
• Upload loan information and documentation for secondary-market investors and warehouse lenders, adhering to all submission protocols.
• Conduct thorough reviews of files for completeness and compliance with both internal standards and external regulations.
• Collaborate closely with the Loan Processing team to resolve documentation discrepancies or compliance issues efficiently.
• Communicate clearly and professionally with internal teams and external partners to facilitate smooth workflows.
• Continuously identify opportunities to improve operational workflows, increase accuracy, and reduce turnaround times.
• Leverage company-provided tools, including AI-assisted technologies, to enhance efficiency and communication.

Qualifications:

• Minimum of two years’ experience in mortgage operations, loan processing, post-closing, title, loan servicing, banking operations, or related fields.
• Strong familiarity with mortgage and real estate documentation, including assignments, title reports, and lien perfection.
• Exceptional attention to detail, with the ability to identify missing or inaccurate information proactively.
• Excellent organizational skills with a proven ability to manage multiple files, prioritize tasks, and meet deadlines.
• Effective written and verbal communication skills, demonstrating professionalism and clarity.
• Proficiency in Microsoft Office Suite, particularly Outlook and Excel; experience with Salesforce or similar CRM systems is preferred.
• Eagerness to learn new systems, tools, and AI-assisted processes to stay current with industry advancements.
• Dependable, team-oriented, and adaptable to a structured, process-driven environment.

What We Offer:

• Opportunity to work with a forward-thinking company committed to innovation and growth.
• Exposure to cutting-edge technology, including AI-assisted tools, to enhance your workflow.
• Professional development and ongoing training to support your career advancement.
• Collaborative and supportive team environment where your contributions truly make an impact.
• Competitive compensation package and benefits.