Mortgage Post-Closing & Servicing Excellence Lead

Jonestown Bank & Trust Co.; Cleona (PA); Hybrid; USD 50,000 - 70,000; Full time

Job summary

A financial institution located in Cleona, PA, is seeking a Mortgage Post-Closing Specialist to coordinate the sale of mortgage loans and servicing rights to investors. This role includes auditing closed loan files, managing documentation, and ensuring compliance with regulations. Candidates should have at least 2 years of experience in mortgage operations and strong analytical skills. The position offers an opportunity to maintain financial accuracy within a fast-paced environment, while adhering to company policies.

Qualifications

• Strong attention to detail and organizational skills.
• Proficiency in mortgage processing software and Microsoft Office Suite.
• 2+ years of experience in mortgage operations, post‑closing, or secondary market operations.

Responsibilities

• Coordinate the sale of mortgage loans to investors and ensure accurate pricing.
• Audit closed loan files to ensure compliance with guidelines.
• Reconcile loan and servicing‑related accounts for accurate financial reporting.
• Investigate and resolve discrepancies such as funding variances.

Skills

Attention to detail

Mortgage processing software

Organizational skills

Analytical abilities

Communication skills

Education

2+ years of experience in mortgage operations

Tools

Microsoft Office Suite

Job description

A financial institution located in Cleona, PA, is seeking a Mortgage Post-Closing Specialist to coordinate the sale of mortgage loans and servicing rights to investors. This role includes auditing closed loan files, managing documentation, and ensuring compliance with regulations. Candidates should have at least 2 years of experience in mortgage operations and strong analytical skills. The position offers an opportunity to maintain financial accuracy within a fast-paced environment, while adhering to company policies.