Mortgage Post-Closing Specialist
Pay Range: $19.23 - $25.66
Responsible for the daily post-closing operations and upload functions. Performs timely review of closing packages that have been returned from the closing agents for completeness; prepares and tracks missing documents, and/or incomplete or incorrectly prepared documents on each file. Works with the closing agents to remedy all outstanding documents within established timelines. Prepares and completes the uploading/boarding of loans to the core operating system. Communicates information timely and effectively to internal and external customers and ensures that quality files are maintained and placed within the imaging system. Must maintain a working knowledge of all mortgage products that are offered; including both portfolio and investor products. Will prepare packages in accordance with compliance and regulatory requirements to ensure conformity with investor/portfolio standards.
Education and Experience:
Responsible for the daily post-closing operations and upload functions. Performs timely review of closing packages that have been returned from the closing agents for completeness; prepares and tracks missing documents, and/or incomplete or incorrectly prepared documents on each file. Works with the closing agents to remedy all outstanding documents within established timelines. Prepares and completes the uploading/boarding of loans to the core operating system. Communicates information timely and effectively to internal and external customers and ensures that quality files are maintained and placed within the imaging system. Must maintain a working knowledge of all mortgage products that are offered; including both portfolio and investor products. Will prepare packages in accordance with compliance and regulatory requirements to ensure conformity with investor/portfolio standards.
Education and Experience:
- 2 years of banking or lending experience preferred
- 2 years in a professional work environment required, preferably within a bank, financial institution, or law office.
- Basic knowledge of consumer, real estate or mortgage products and workflows preferred, but not required
- Strong computer proficiency – i.e. Microsoft Word, Excel and the Internet
- Strong written and oral communication skills
- Strong organization skills
- Strong customer service skills
- Ability to multi-task on numerous tasks simultaneously
- 25% Perform post-closing document review to validate documents are complete and accurate, prior to funding, and within established timelines.
- 25% Performs quality control and quality assurance reviews on all closed loans in preparation for the upload/boarding and document storage processes; ensures data fields are accurately completed within the loan origination system and file documentation is in order.
- 20% Performs the timely upload of all consumer loan, home equity and mortgage files to our core operating system; including the accurate batch processing of funds/disbursements.
- 15% Proactively manages a pipeline of missing, incomplete or incorrectly prepared documents within established departmental service levels. Routinely follows-up with the closing agents to remedy any outstanding items within established timelines.
- 10% Answer internal and external customer inquiries on a routine and timely basis. Provides superior customer service and professional communication. Maintains a positive attitude and works as a team player with management, co-workers, and others.
- Communicate effectively with internal and/or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Banking
Referrals increase your chances of interviewing at NBT Bank by 2x
See who you knowGet notified about new Mortgage Specialist jobs in Norwich, NY.
Sign in to create job alertSimilar jobs
People also viewed
-
Closing Specialist
Closing Specialist
-
SBA Closing Specialist
SBA Closing Specialist
-
MH Post Closing Processor
MH Post Closing Processor
-
Mortgage Loan Closing Specialist I
Mortgage Loan Closing Specialist I
-
Post-Closing Collateral Specialist
Post-Closing Collateral Specialist
-
Post Closing Specialist
Post Closing Specialist
-
Closing Specialist
Closing Specialist
-
Mortgage Closing Specialist
Mortgage Closing Specialist
-
Loan Originator Assistant Unlicensed
Loan Originator Assistant Unlicensed
-
Closing Specialist
Closing Specialist
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub