Senior Post-Closing & Verification Loan Specialist

Univest; Souderton (Montgomery County); Hybrid; USD 33,000 - 42,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan

PTO 15 days annually

Short Term Disability

11 paid holidays

Life Insurance

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest is seeking a Loan Operations Post Closer & Verification III in Souderton to manage post-closing tasks for both commercial and consumer loans. You will review documents, resolve discrepancies, and help ensure accuracy across the post-closing process while guiding team members on procedures.

The role emphasizes meticulous document tracking, regulatory data entry for CRA/HMDA, and ensuring compliant filing in systems like Synergy and nCino. Hybrid work is supported.

Qualifications

• High school diploma or GED required.
• Familiarity with commercial loan documentation and real estate lending concepts is ideal.
• Ability to follow Univest lending policies and guidelines.

Responsibilities

• Execute post-closing tasks for commercial and consumer loans per Univest policies.
• Analyze loan documentation packages to identify required items and obtain them.
• Track receipt and verify completeness, accuracy, and originality of documents.

Skills

Attention to Detail

Communication Skills

Problem-Solving

Organizational Skills

Education

High school diploma or GED

Tools

Salesforce

nCino

Synergy

Job description

Univest is seeking a Loan Operations Post Closer & Verification III in Souderton to manage post-closing tasks for both commercial and consumer loans. You will review documents, resolve discrepancies, and help ensure accuracy across the post-closing process while guiding team members on procedures.

The role emphasizes meticulous document tracking, regulatory data entry for CRA/HMDA, and ensuring compliant filing in systems like Synergy and nCino. Hybrid work is supported.