Investor delivery - Post Closing and Shipping Specialist

Investor Delivery - Post Closing and Shipping Specialist

Consolidated Analytics, Inc. Chennai, Tennessee, United States

Consolidated Analytics is a data-driven mortgage solutions partner supporting the full life of the loan, from origination through servicing and capital markets. We combine asset-level intelligence with enterprise-scale solutions to power smarter decisions and measurable business outcomes. Our integrated capabilities span due diligence, residential and commercial valuation, collateral and risk analytics, process and technology optimization, and regulatory compliance, helping clients operate with clarity, agility, and confidence in a rapidly evolving market.

The Investor Delivery & Post-Closing Specialist is responsible for the final audit and seamless delivery of loan packages to end investors. This role ensures that all closed loan files meet investor-specific guidelines and regulatory requirements, minimizing the "dwell time" between closing and purchase. The specialist acts as a critical link in the secondary market pipeline, ensuring liquidity by resolving suspense items promptly.

• Investor Package Auditing:
  Conduct comprehensive audits of closed loan packages (approx. 45 minutes per loan) to ensure all required legal, credit, and collateral documents are present and accurate.
• Package Delivery:
  Facilitate the digital or physical delivery of the Investor Package to the end investor within a strict 2-business-day window from loan closing.
• Suspense Management:
  Monitor and resolve investor suspense notifications. Ensure all conditions are cleared within 24 hours of notification to prevent pricing hits or delivery delays.
• System Integrity:
  Update the Loan Origination System (LOS) with delivery dates, tracking numbers, and investor correspondence.

• In-depth knowledge of mortgage closing documents (Note, Deed of Trust, Closing Disclosure, etc.).
• Familiarity with agency (Fannie Mae/Freddie Mac) and private investor delivery portals.
• Strong attention to detail with the ability to identify document discrepancies.
• Ability to manage high volumes (Target: ~125 loans/day for the team).