Mortgage Post-Closing Specialist

Barrett Financial Group; Chandler (AZ); On-site; USD 50,000 - 65,000; Full time

Job summary

A mortgage operations company in Chandler, AZ seeks a Post-Closing Specialist to ensure compliance and audit mortgage files. This role demands 2+ years in mortgage post-closing and strong attention to detail. Responsibilities include reviewing closed packages, verifying documents, and preparing files for investors. Join a supportive team ensuring data integrity and operational efficiency.

Qualifications

• Minimum 2 years of experience in mortgage post-closing, shipping, or related operational role.

Responsibilities

• Review and audit closed loan packages for accuracy and compliance.
• Verify all final documents including executed Closing Disclosures.
• Identify and resolve post-closing deficiencies with stakeholders.
• Prepare and deliver complete loan files to investors or lenders.
• Track receipt of trailing documents and ensure proper indexing.
• Collaborate with Funding and Compliance teams on issues.

Skills

Strong understanding of mortgage documentation

Exceptional attention to detail

Ability to prioritize and manage multiple files

Excellent communication skills

Experience with ARIVE LOS or similar software

Job description

Mortgage Post-Closing Specialist at Barrett Financial

Mortgage Operations | Chandler, AZ

Job Description

Barrett Financial Group is seeking a highly organized and detail-oriented Post-Closing Specialist to join our Operations team in Chandler, AZ. The Post-Closing Specialist is responsible for auditing closed loan files, ensuring all documentation is complete and compliant, and delivering finalized loan packages to investors or lenders. This role is critical in maintaining data integrity, ensuring compliance, and supporting the overall efficiency of the mortgage process.

Skills

• Strong understanding of mortgage documentation, compliance, and investor delivery requirements.
• Exceptional attention to detail and organizational skills.
• Ability to prioritize and manage multiple files in a fast-paced environment.
• Excellent communication and follow-up skills.
• Experience with ARIVE LOS or similar loan origination software preferred.
  

Experience

Minimum 2 years of experience in mortgage post-closing, shipping, or related operational role.

Responsibilities

• Review and audit closed loan packages for accuracy, completeness, and compliance with company and investor requirements.
• Verify all final documents, including executed Closing Disclosures, Notes, Deeds of Trust, and collateral documentation.
• Identify and resolve post-closing deficiencies by communicating with settlement agents, loan officers, processors, and funders.
• Prepare and deliver complete loan files to investors or lenders in accordance with delivery timelines and guidelines.
• Track receipt of trailing documents original note and collateral packages
• Ensure all final documents are uploaded and properly indexed in the Loan Origination System (LOS).
• Reconcile funding and closing data for audit and reporting accuracy.
• Maintain accurate post-closing logs and tracking systems.
• Collaborate with the Funding and Compliance teams to resolve any post-closing issues promptly.
• Support audits, investor reviews, and quality control processes as needed.