Post-Closing Loan Specialist: Close & Fund

Beacon Bank; Boston, Northern (MA, KY); Hybrid; USD 28,000 - 50,000; Full time

Job summary

Beacon Bank seeks a detail-oriented Post-Closing Reviewer to ensure loan packages are complete and compliant. You will work with closing agents, loan officers, processors, and underwriters to clear items and speed up boarding.

Key tasks include quality control reviews of closed files, collecting missing documents, obtaining trailing documents, and processing wire or deposit requests once files are cleared to fund. 3+ years of post-closing experience required.

Qualifications

• Strong written and verbal communication skills.
• Ability to multi-task in a fast-paced environment.
• Ability to problem solve and find resolutions.

Responsibilities

• Performs quality control review of closed loan files, including CD review, document expirations, address validations, escrow determinations and cash to close review.
• Collaborates with processors, underwriters, loan officers and closing agents to collect and submit stipulations for investor approval and/or obtain missing documentation to complete the loan file for boarding.
• Obtains the Trailing Documents for all closed loans.
• Processes all wire/deposit requests to the appropriate parties upon file being Cleared to Fund.
• Performs backup duties for sale of loans to Investors, retrieving Purchase Advice and shipping closed loan packages.

Skills

Strong communication

Multi-tasking

Problem solving

Education

High school diploma or equivalent

Job description

Beacon Bank seeks a detail-oriented Post-Closing Reviewer to ensure loan packages are complete and compliant. You will work with closing agents, loan officers, processors, and underwriters to clear items and speed up boarding.

Key tasks include quality control reviews of closed files, collecting missing documents, obtaining trailing documents, and processing wire or deposit requests once files are cleared to fund. 3+ years of post-closing experience required.