Post Closing Associate

Responsibilities

• Assist in reviewing loan documentation, including closing disclosures, promissory notes, deeds of trust, and title policies, to ensure accuracy and completeness.
• Work closely with the Post Closing Coordinator and other internal departments, such as underwriting, funding, and servicing, to resolve post-closing issues and exceptions.
• Assist in coordinating with external parties, such as settlement agents, attorneys, title companies, and investors, to obtain missing documents or information required for loan file completion.
• Help ensure the accurate and timely delivery of loan documents to investors, mortgage insurers, government agencies, and other relevant parties.
• Maintain organized loan files and documentation, ensuring compliance with record‑keeping requirements.
• Stay updated with industry changes, regulatory guidelines, and best practices related to post‑closing processes and procedures.
• Collaborate with team members to contribute to process improvement initiatives aimed at enhancing operational efficiency and customer experience.
• Perform special projects, and additional duties and responsibilities as required.

• Associate’s degree (or equivalent); OR high school diploma (or equivalent) plus two years of experience in functional area.
• Familiarity with mortgage lending functions.
• Familiarity with Microsoft Office 365 products.
• Willingness to pursue continuing education, certifications, etc. as applicable to advancing in the organization.
• Analytical and problem‑solving skills.
• Interpersonal and communication skills with the ability to speak confidently.
• An ability to thrive in a fast‑paced environment where priorities change daily, and where employees wear many hats.
• Detail‑oriented with the ability to think "outside the box" and prioritize tasks and decisions in a timely manner.
• Self‑directed, yet effective working as part of a collaborative team.
• Responsive and customer‑focused with a demonstrated use of professional judgment.