Mortgage Specialist

Mindlance, Inc.; Village of Williamsville (NY); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial services firm in Williamsville, NY, is seeking a Mortgage Post Closing Specialist for a 6-month role. Key responsibilities include tracking and auditing mortgage documents, ensuring compliance with investor guidelines, and maintaining accurate records in the mortgage production system. The ideal candidate will have a high school diploma, strong organizational skills, and at least one year of relevant business experience. This position requires excellent communication and problem-solving skills in a collaborative environment.

Qualifications

• Minimum one year prior business experience, preferably in operations.
• Proficient in spreadsheet and word processing software.
• Strong work ethic, reliable, and dependable.

Responsibilities

• Track receipt of documents and update the mortgage production system.
• Match credit files with closing packages for scanning.
• Audit trailing documents per investor guidelines.

Skills

Good PC skills

Excellent verbal and written communication skills

Excellent organizational skills

Ability to work independently

Ability to problem solve

Education

High school Diploma or GED

Associates Degree

Job description

Job Title: Mortgage Post Closing Specialist

Job Duration: 6 Months

Location: Williamsville, NY

Overview

Ensure all mail, trailing documents, credit files, and closing packages are received and updated on the mortgage production system. Contact settlement agents to retrieve trailing documents and audit documents received to data on mortgage production system, as well as, investor guidelines.

Primary Responsibilities

• Track receipt of mail, trailing documents, credit files, and closing packages and update mortgage production system accordingly.
• Match up credit files and closing packages to be prepped scanned to imaging software.
• Update file tracking software and process barcode for credit file.
• Ensure all checks received in closing packages are processed appropriately and in a timely manner.
• Audit trailing documents (Mortgages, Assignments, Consolidation Agreements (CEMAs) and Final Title Policies) per investor guidelines and in comparison to data on mortgage production system.
• Contact settlement agents and title companies (via phone, fax, or email) to request outstanding documents and/or corrections.
• Complete various projects, as assigned, either individually or in a time environment.
• Generate and follow-up on daily department reports, as needed.
• Communicate with impacted areas regarding exceptions as they arise.
• Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
• Promote an environment that supports diversity and reflects the brand.
• Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Scope of Responsibilities

Work closely with both Internal and External Customers such as co-workers, Loan Production Office employees, settlement agents, and title companies.

Supervisory/Managerial Responsibilities

Not Applicable.

Education and Experience Required

• High school Diploma or GED.
• One year prior business experience preferably in Operations (Lender, Title Company or Settlement Agents office).
• Good PC skills with working knowledge of spreadsheet and word processing software.
• Ability to prioritize and work effectively under time constraints.
• Excellent verbal and written communication skills.
• Excellent organizational skills with an emphasis placed on detail.
• Ability to work independently, as well as, within a team environment.
• Ability to problem solve.
• Strong work ethic, reliable and dependable.

Education and Experience Preferred

• Associates Degree.
• Prior mortgage and/or customer service experience.

EEO

“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”