Mortgage Post Closing Specialist

Visio Lending; Austin (TX); On-site; USD 30,000 - 36,000; Full time

Job summary

Visio Lending, based in Austin, TX, is seeking a Post Closing Specialist to ensure accuracy, completeness, and compliance of closed loan files. You will collaborate with the Post Closing Manager, title/settlement agents, and internal teams to finalize files within timelines and meet investor requirements.

You will drive post-closing activities, manage high-volume workloads, and elevate borrower/investor satisfaction through proactive communication and meticulous file management.

Qualifications

• Minimum 2 years of mortgage-related experience.
• Strong knowledge of Closing and Post-Closing processes.
• Ability to manage large volumes of documents with accuracy and structure.
• Proficient in Outlook, Word, Excel, and SharePoint.

Responsibilities

• Review closing documents for accuracy and compliance with internal policies and investor guidelines.
• Organize and manage loan documents and file stacking order for collateral and investor files.
• Scan, upload, and manage images of closing packages per standards; ensure audit readiness.
• Coordinate with Processors, Closers, and QC to resolve missing or incorrect documents.
• Deliver final post-close documents to custodians and investors on time.
• Monitor and track trailing documents, including title policies and lien releases.

Skills

Mortgage experience

Document management

Attention to detail

Organizational skills

Time management

Independent work

Communication

Education

High School Diploma or GED Equivalent

Tools

Outlook

Word

Excel

Microsoft SharePoint

Job description

Please be advised: Visio Lending does not accept unsolicited resumes or services from third-party recruitment agencies. In the event, a recruiter or agency submits a resume or candidate without an agreement Visio Lending shall explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to Visio Lending employees, shall be deemed the property of Visio Lending.

About Visio Lending

Visio Lending is the nation’s leader in rental home financing. Founded in 2012 in Austin, Texas, Visio enables small- to medium- sized investors to grow their rental home, vacation rental, and small balance commercial portfolios. Headquartered in fantastic Austin, Texas, since late 2015, Visio has financed more than $1 billion in Rental360 loans. With more than $400 million in capital onboard, a proven record of investment grade bond issuance on Wall Street, and an outstanding 100+ team, Visio is poised for continued success.

Why We Love Working At Visio

We at Visio are passionate about working together towards our goals to continually push this company forward. We innovate, collaborate, celebrate team successes, and recognize individual accomplishments. At Visio Lending, you’ll work on meaningful initiatives that directly support real estate investors nationwide. We offer a collaborative culture, growth opportunities, and flexibility.

Visio Financial Services, Inc. is an Equal Opportunity Employer

The Opportunity

The Post Closing Specialist plays a critical role in ensuring the accuracy, completeness, and compliance of closed loan files. This position works closely with the Post Closing Manager, title/settlement agents, warehouse banks, custodians, attorneys, and internal teams to ensure all final documents are received, perfected, and delivered within required timelines. This role requires exceptional attention to detail, strong organizational skills, and the ability to manage high-volume, time-sensitive workloads. In this role, you will ensure loan files are finalized accurately and efficiently while meeting all compliance and investor requirements. You will drive the seamless execution of post-closing activities, helping protect the integrity and reputation of Visio Lending. Additionally, you will elevate borrower, investor, and custodian satisfaction through proactive follow-up, clear communication, and meticulous file management.

What You’ll Do

• Loan Package Review & Compliance
• Review all closing documents to ensure accuracy and compliance with internal policies, federal/state regulations, custodial, and investor guidelines
• Verify that all loan documents are properly executed, signed, initialed, and complete
• Identify and correct document deficiencies by collaborating with Processing, Closing, and Quality Control teams
• Perform follow-up with Processing, Closing, and Quality Control teams to obtain missing or corrected documents
• Document Management & Imaging
• Organize and prepare loan documents in the appropriate stacking order for Collateral and Investor files
• Scan, upload, and manage images of all closing packages in accordance with company, industry and investor standards
• Maintain, log and review received trailing documents; ensure accurate recordkeeping for quick reference and audit readiness
• Research and track recorded post-closing trailing documents, including Deeds of Trust, security instruments, title policies, and lien releases
• Shipping & Delivery
• Prepare and ship collateral loan files to custodians in compliance with delivery deadlines
• Deliver completed post-close documents to custodians and end investors
• Manage shipment timelines to ensure lapses in expiration or investor deadlines
• Cross-Department & External Communication
• Communicate with Processors and Closers to resolve missing or incorrect documentation
• Contact title/settlement companies via phone and email to obtain outstanding trailing documents
• Collaborate with internal teams to ensure accurate file submissions and problem resolution
• Loan Sale & Training Document Management
• Manage the collection, tracking, reconciliation, and delivery of trailing loan documents required by investors, warehouse lenders, and loan purchasers following loan sale
• Monitor outstanding collateral deficiencies, including recorded mortgages/deeds of trust, final title policies, assignments, endorsements, gap coverage, powers of attorney, and other investor-required documentation
• In-office position: Applicants must be within commutable distance of our Austin office
• Work Schedule: Monday - Friday: 8:30 am - 5:30 pm CST
• Salary Range: $22.00 - $26.00/hour (Non-Exempt/Hourly/Overtime Eligible)
  

What We Are Looking For

• 2+ years of relevant mortgage experience
• High School Diploma or GED Equivalent
• Strong understanding of Closing and Post-Closing processes
• Ability to manage large quantities of documents with accuracy and structure
• Strong proficiency in Outlook, Word, Excel, Microsoft SharePoint
• Exceptional organization, time management, prioritization, and follow-up skills
• Ability to work independently and collaboratively in a fast-paced, high-volume environment
• Ability to manage confidential and sensitive information with care
• Excellent organization, attention to detail, and problem-solving skills
  

What We Prefer To Find

• Someone with experience in Closing, Post-Closing, Loan Funding, or Mortgage Operations
• Someone with an Associate and/or bachelor's degree in business or a related industry area major