Post-Closing Specialist

Accordia Mortgage; Orem (UT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Paid time off

Job summary

Accordia Mortgage is seeking a detail‑mocused Post-Closing Specialist to join our Mortgage Operations team. You will assemble and deliver post‑closing packages, manage a diverse investor pipeline, and drive items to resolution while ensuring file accuracy and compliance.

Work closely with Processing, Underwriting, Closing, Funding, and investors to maintain timely purchases, follow regulatory guidelines, and protect borrower data in a fast-paced, collaborative environment.

Qualifications

• 2–3 years of mortgage operations experience; processing background preferred.
• Knowledge of the loan lifecycle, investor delivery, and secondary marketing/purchase requirements.
• Strong attention to detail and commitment to compliance, confidentiality, and deadlines.

Responsibilities

• Assemble and deliver post-closing packages to investors accurately and quickly.
• Manage a pipeline of loans across multiple investors and guidelines.
• Review closed loan files for completeness and accuracy; follow up on missing items.

Skills

Attention to detail

Compliance

Communication

Organization

Encompass

MS Office

Mortgage lifecycle

Investor delivery

Education

High school diploma

Finance/Business preferred

Tools

Encompass

Job description

ACCORDIA MORTGAGEJob Title: Post-Closing SpecialistDepartment: Mortgage Operations / Post-ClosingReports To: [Post-Closing Manager / Operations Manager]Employment Status: Full-TimeFLSA Status: [Exempt / Non-Exempt]Location: [City, State / Remote / Hybrid]Work Schedule: [e.g., Monday – Friday, 8:00 AM – 5:00 PM]Company OverviewAt Accordia Mortgage, we believe in real relationships, local decisions, and deep roots in the communities we serve. As part of the Accordia family, we pride ourselves on providing a seamless, high-touch lending experience powered by industry-leading technology and a dedicated local team. We look for collaborative professionals who share our commitment to integrity, efficiency, and exceptional client service.Position SummaryClosing day is exciting, but it’s not the finish line. The Post-Closing Specialist is the final link between a closed loan and a funded win, responsible for making sure every loan package is complete, accurate, and in the hands of the right investor so we get paid and purchased on time. This role works closely with Processing, Underwriting, Closing, Funding, and investors to clear conditions and keep files moving. If you love turning a pile of moving parts into a perfectly organized pipeline, we’d love to meet you.Key Responsibilities & Essential DutiesInvestor Delivery: Assemble and deliver post-closing packages to investors quickly and accurately to support timely loan purchase.Pipeline Management: Manage a pipeline of loans across multiple investors, each with its own guidelines, deadlines, and delivery requirements.File Review: Review closed loan files for completeness and accuracy, and track down missing or incorrect documents.Follow-Up: Follow up persistently and professionally on outstanding items such as recorded documents, title policies, and corrected or missing signatures.Investor Conditions: Respond to investor purchase conditions, suspense items, and findings, and drive them to resolution.Collaboration: Partner with Processing, Underwriting, Closing, Funding, and other support teams to clear conditions and keep files moving towards purchase.Compliance: Follow company policies, investor guidelines, and applicable regulations (such as TRID, RESPA, ECOA, and GLBA) to keep every loan file compliant and purchase-ready.Data Security & Privacy: Handle borrower nonpublic personal information (NPI) with care, following our data security and privacy standards at all times.Reporting: Monitor and report on pipeline status, aging file reports, and purchase timelines so nothing slips through the cracks.Documentation: Maintain clean, well-documented loan files and update the LOS and tracking systems.Continuous Improvement: Help flag trends and recurring issues so we can keep improving our processes and file quality.Qualifications & RequirementsEducation: High school diploma required; Bachelor’s degree in Finance, Business, or related field preferred.Experience: 2–3 years of mortgage operations experience, with a processing background strongly preferred.Knowledge & Skills:Working knowledge of the loan lifecycle, investor delivery, and secondary marketing/purchase requirements.Exceptional attention to detail; you catch the small stuff before it becomes a big problem.A strong commitment to compliance, confidentiality, and doing things the right way, even when deadlines are tight.Working familiarity with mortgage regulatory requirements, or a willingness to learn quickly.Outstanding organization and follow-up skills, with a “nothing gets dropped” mindset.Self-motivation and the ability to manage your own workload and priorities in a deadline-driven environment.Clear, professional communication, both written and verbal.Comfort with a loan origination system (e.g., Encompass) and the Microsoft Office suite.A collaborative spirit and a positive attitude.Bonus Points:Experience with investor portals and delivery platforms.Familiarity with agency (Fannie Mae, Freddie Mac, FHA, VA, USDA) and non-agency guidelines.Knowledge of recording, title, and trailing document processes.Prior post-closing, shipping, or purchase-clearing experience.Physical Demands & Work EnvironmentStandard office environment operating standard office equipment (computers, phones, printers).Ability to sit or stand for extended periods.Occasional lifting of light office files or materials up to [10-15 lbs].Compensation & BenefitsPay: Competitive pay of [$X–$Y], based on experience.Medical, dental, and vision coverage.401(k).Paid time off and holidays.A supportive team that celebrates wins and helps each other succeed.Real opportunity to grow your career in mortgage operations.Ready to Make Closing Day Count?If you’re organized, driven, and love the satisfaction of checking the last box, we’d love to hear from you.Equal Opportunity EmployerAccordia Mortgage is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status.