Post Closer/Funding Assistant

HomeBridge Wholesale; United States; On-site; USD 60,000 - 76,000; Full time

Job summary

HomeBridge Wholesale is seeking a Post Closer/Funding Assistant to support post-funding QC, audit findings, and funding exceptions. You will work closely with Operations, Accounting, Compliance, and Post Closing to ensure accurate, timely loan assignments and adherence to policy.

Responsibilities include reviewing closing documents, resolving discrepancies, updating the loan origination system, and coordinating with borrowers, brokers, and title agents to clear items while maintaining service

Qualifications

• 3-4 years mortgage industry experience.
• 1-2 years processing or account management experience preferred.
• Strong analytical and detail orientation.
• Excellent communication skills across audiences.

Responsibilities

• Post-Funding Quality Control and Exception Resolution: Document funding decisions, exceptions, corrections, and escalations in accordance with department procedures.
• Funding Document Review and Validation: Review closing documents for completeness, signatures, dates, and notarizations; resolve discrepancies before funds are released.
• Operational Performance and Process Improvement: Maintain productivity and quality while managing multiple loans; support process improvements to enhance accuracy and efficiency.
• Coordinate with borrowers, brokers, and title agents to obtain corrections and clear outstanding items.

Skills

Analytical skills

Attention to detail

Written and oral communication

Interpersonal skills

Time management

Initiative & ownership

Confidentiality

Education

High School Diploma

Tools

Outlook

Word

Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Post Closer/Funding Assistant

Full Time

Scope/Purpose of the Position

The Post Closer/Funding Assistant partners closely with Operations, Accounting, Compliance, and Post Closing to support accurate, timely, and compliant loan assignment activity. This role oversees post-funding quality control and audit findings, drives resolution of corrective actions, and manages funding exceptions to ensure issues are addressed promptly, risks are mitigated, and departmental service standards are maintained.

Key Responsibilities and Essential Functions

• Post-Funding Quality Control and Exception Resolution
  • Document funding decisions, exceptions, corrections, and escalations in accordance with department procedures.
  • Identify potential compliance concerns and elevate issues timely to appropriate stakeholders.
  • Manage post-funding quality control and resolve funding-related exceptions.
  • Maintain accurate and timely updates in the loan origination system.
  • Partner with Underwriting, Account Management, Closing, and Post Closing to resolve funding and post-closing issues.
  • Coordinate with borrowers, brokers, and title agents to obtain corrections and clear outstanding items.
• Funding Document Review and Validation
  • Review executed closing documents for completeness, accuracy, required signatures, dates, and notarizations.
  • Identify and resolve document discrepancies, missing information, and errors before funds are released.
  • Validate title, lien, payoff, and other required documentation prior to funding.
  • Verify closing figures and disbursement amounts to ensure payments align with approved loan terms.
• Operational Performance and Process Improvement
  • Maintain productivity and quality standards while managing multiple loans and competing priorities.
  • Support process improvement initiatives that enhance funding accuracy, cycle time, customer experience, and operational efficiency.
  • Perform other duties as assigned.

Work Experience and Knowledge, Skills and Abilities

• Excellent analytic skills, attention to detail, and ability to work within time constraints.
• Excellent level of oral and written communication skills; Ability to communicate across a variety of audiences.
• Intermediate level of computer skills and the ability to function in a windows environment utilizing Outlook, Word and Excel.
• Professional and effective interpersonal skills; Solid decision-making skills with display of professionalism in maintaining confidentiality. Ability to build strong relationships with internal business partners to achieve success.
• Ability to rapidly acquire detailed knowledge of departmental policies, practices and procedures.
• Strong time management skills, fast learner, self-motivated, and comfortable taking initiative and handling multiple projects simultaneously.
• Committed to taking responsibility and ownership for agreed actions and delivery.
• Reports to work on a daily and timely basis.

Minimum Qualifications

• High school graduate or equivalent
• Three to four (3-4) years' experience in the mortgage industry, required.
• One-two (1-2) years' processing or account manager experience, preferred.