Mortgage Post-Closing & Compliance Specialist

Cambridge Savings Bank; Waltham (MA); Hybrid; USD 34,000 - 46,000; Full time

Benefits offered by this job

Healthcare

Parental planning

Mental health benefits

Performance bonus

401(k) plan and match

Flexible time off

Job summary

Cambridge Savings Bank is seeking a Residential Post Closing Specialist to review and track mortgage and home equity loan documentation for accuracy. The role partners with closing attorneys, retail staff, and loan operations to resolve document errors and ensure timely funding.

The position requires a bachelor's degree in accounting, finance, or business management and 2–4 years of banking or paralegal experience, with strong attention to detail and excellent communication skills.

Qualifications

• Bachelor's degree in accounting, finance, or business management preferred.
• Two to four years of banking or paralegal experience preferred.
• Strong organizational and computer skills, including Microsoft Office.
• Excellent oral and written communication skills, utilized to strengthen customer and business partner relationships.

Responsibilities

• Review closed mortgage and equity documents for accuracy in accordance with Federal, State, Bank Compliance and Investor standards.
• Review the Closing Disclosures using TRID and bank guidelines and resolve monetary and clerical errors in a timely fashion.
• Obtain and upload copies of recorded documents to Encompass and ensure recording fees charged on the Closing Disclosure are accurate.
• Review the post-closing pipelines in Encompass to resolve missing or incorrect information and clearing exceptions for mortgages and HELOCs.
• Ensure complete closing documents are received in nCino and Encompass for funding and booking, and that documents required for secondary market investors are received within the applicable loan sale deadlines.
• Review monthly trailing document reports from investors and submit requested documents.

Skills

Excellent oral and written comm.

Strong organizational skills

Ability to meet deadlines with limited

Attention to detail

Education

Bachelor's degree in accounting, finance, or business management

Tools

Encompass

nCino

Job description

Cambridge Savings Bank is seeking a Residential Post Closing Specialist to review and track mortgage and home equity loan documentation for accuracy. The role partners with closing attorneys, retail staff, and loan operations to resolve document errors and ensure timely funding.

The position requires a bachelor's degree in accounting, finance, or business management and 2–4 years of banking or paralegal experience, with strong attention to detail and excellent communication skills.