Mortgage Post-Closing Specialist - Precision & Compliance

Fidelity Bank; Cary (NC); On-site; USD 52,000 - 75,000; Full time

Job summary

Fidelity Bank in Cary, NC is looking for a Mortgage Post Closer / Shipper to perform a quality review on loan documents, input data for investor transfers, and timely submission of files to investors according to guidelines.

The role requires meticulous attention to detail, strong communication with investors, and the ability to prioritize tasks in a fast-paced environment to prevent penalties and ensure accurate post-closing operations.

Qualifications

• High School Diploma with 2 years Mortgage Post Closing, Processing, Underwriting, or Closing experience or an equivalent combination of education and experience.
• Strong time management skills, including ability to accurately prioritize tasks and handle multiple tasks simultaneously.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Ability to work under pressure and in a fast-paced environment.

Responsibilities

• Receipt, quality review, electronic stacking and scanning of files to investor specifications.
• Daily reconciliation of investor exception reports and uploading necessary documentation to investor website.
• Locate missing documentation and contact the appropriate party to obtain corrected information.
• Communicate with investors to clarify information or obtain waivers of erroneous conditions.
• Update notes daily in the Loan Origination System based on investor suspense reports.
• Review and obtain purchase advice for the accounting department.
• Prioritize workload based on rate lock expiration and delivery deadlines; escalate issues to avoid penalties.
• Transfer MERS and review daily MERS report.
• Ensure FHA/VA/USDA files are insured with the appropriate agency.
• Perform other tasks as assigned by Management.

Skills

Time management

Organizational skills

Verbal and written communication

Analytical and problem solving

Multi-tasking

Education

High school diploma

Tools

Encompass

Job description

Fidelity Bank in Cary, NC is looking for a Mortgage Post Closer / Shipper to perform a quality review on loan documents, input data for investor transfers, and timely submission of files to investors according to guidelines.

The role requires meticulous attention to detail, strong communication with investors, and the ability to prioritize tasks in a fast-paced environment to prevent penalties and ensure accurate post-closing operations.