Post Closing Associate

Jobtailor; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor is seeking a Post-Closing Specialist to assist in reviewing loan documents, coordinating with internal teams, and resolving post-closing issues. You will ensure timely delivery of documents to investors and keep orderly loan files while staying updated on regulatory guidelines.

Qualified candidates have an associate degree or equivalent (or high school diploma with related experience), familiarity with mortgage lending, and strong analytical and communication skills.

Qualifications

• Associate’s degree (or equivalent); OR high school diploma (or equivalent) plus two years of experience in functional area.
• Familiarity with mortgage lending functions.
• Familiarity with Microsoft Office 365 products.
• Willingness to pursue continuing education, certifications, etc. as applicable to advancing in the organization.
• Analytical and problem-solving skills.
• Interpersonal and communication skills with the ability to speak confidently.
• An ability to thrive in a fast-paced environment where priorities change daily, and where employees wear many hats.
• Detail-oriented with the ability to think 'outside the box' and prioritize tasks and decisions in a timely manner.
• Self-directed, yet effective working as part of a collaborative team.
• Responsive and customer-focused with a demonstrated use of professional judgment.

Responsibilities

• Assist in reviewing loan documentation, including closing disclosures, promissory notes, deeds of trust, and title policies, to ensure accuracy and completeness.
• Work closely with the Post Closing Coordinator and other internal departments to resolve post-closing issues and exceptions.
• Coordinate with external parties to obtain missing documents or information required for loan file completion.
• Help ensure the accurate and timely delivery of loan documents to investors, mortgage insurers, government agencies, and other relevant parties.
• Maintain organized loan files and documentation, ensuring compliance with record-keeping requirements.
• Stay updated with industry changes, regulatory guidelines, and best practices related to post-closing processes and procedures.
• Collaborate with team members to contribute to process improvement initiatives to enhance efficiency and customer experience.
• Perform special projects and additional duties as required.

Skills

Analytical skills

Problem solving

Interpersonal communication

Fast-paced environment

Attention to detail

Self-directed

Team collaboration

Customer focus

Professional judgment

Education

Associate degree or equivalent; OR high school diploma plus 2 years experience

Tools

Microsoft Office 365

Job description

Responsibilities

• Assist in reviewing loan documentation, including closing disclosures, promissory notes, deeds of trust, and title policies, to ensure accuracy and completeness.
• Work closely with the Post Closing Coordinator and other internal departments, such as underwriting, funding, and servicing, to resolve post-closing issues and exceptions.
• Assist in coordinating with external parties, such as settlement agents, attorneys, title companies, and investors, to obtain missing documents or information required for loan file completion.
• Help ensure the accurate and timely delivery of loan documents to investors, mortgage insurers, government agencies, and other relevant parties.
• Maintain organized loan files and documentation, ensuring compliance with record‑keeping requirements.
• Stay updated with industry changes, regulatory guidelines, and best practices related to post‑closing processes and procedures.
• Collaborate with team members to contribute to process improvement initiatives aimed at enhancing operational efficiency and customer experience.
• Perform special projects, and additional duties and responsibilities as required.

Requirements

• Associate’s degree (or equivalent); OR high school diploma (or equivalent) plus two years of experience in functional area.
• Familiarity with mortgage lending functions.
• Familiarity with Microsoft Office 365 products.
• Willingness to pursue continuing education, certifications, etc. as applicable to advancing in the organization.
• Analytical and problem‑solving skills.
• Interpersonal and communication skills with the ability to speak confidently.
• An ability to thrive in a fast‑paced environment where priorities change daily, and where employees wear many hats.
• Detail‑oriented with the ability to think "outside the box" and prioritize tasks and decisions in a timely manner.
• Self‑directed, yet effective working as part of a collaborative team.
• Responsive and customer‑focused with a demonstrated use of professional judgment.