Mortgage Post Closing Assistant
Listed on 2026-06-18
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Finance & Banking
Loan Servicing, Banking Operations, Banking & Finance
Posted Tuesday, April 28, 2026 at 7:00 AM
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism.
Together we can make a difference in the financial future of our communities.
The Mortgage Post-Closing Assistant is responsible for closed files by ensuring all required original documents are collected and files are fully complete. This role involves submitting loans to board, following up with outstanding items, issuing final closing disclosures (CDs), and setting up tax services for closed loans. The role also includes providing administrative and operational support to the manager as needed.
EssentialFunctions
- Request final settlement statements from settlement agents for all funded loans.
- Review final settlement statements to verify accuracy and consistency.
- Follow up with settlement agents or closing attorneys to obtain original signed loan documents returned.
- Review loan packages to ensure all required documents have been returned.
- Prepare funded loan in post-closing to loan servicing for boarding.
- Ensure original Notes for delivery to servicing within required timelines and remaining original docs to storage.
- Establish tax service for all funded loans in a timely manner.
- Prepare and issue the final closing disclosure (CD) to borrower within permissible timeframe.
- Identify and resolve documentation deficiencies or missing documents.
- Escalate unresolved issues, discrepancies or compliance concerns to management.
- Completes other duties as assigned by management.
- Education:
College degree preferred but not required. - Experience:
1–3 years of experience in an administrative, customer service, operations, or support role (or related internships, academic projects, or on-the-job training), with the ability to stay organized, handle detailed documentation, and manage multiple tasks in a fast paced environment. A willingness to learn mortgage processes, documentation requirements, and compliance standards is essential. - Skills/Ability:
Organized and detail oriented. Able to develop working knowledge of Bank’s credit policies and approval process for assigned loans. Ability to work effectively in a fast-paced, high production environment. Strong organizing and problem-solving skills; strong written and verbal communication skills; must be able to adapt well to a fast paced and constantly changing business environment; PC proficient at the intermediate level;
demonstrated ability to work in a team-oriented environment; demonstrated ability to provide good customer service;
Bilingual is a plus.
$20.00 – $22.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes coverage for medical, dental, vision, life, long-term disability insurance, flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank is an Equal Opportunity and Aff··ï… (
Note:
EEO statement)
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