Manages post-closing mortgage loan activities, including collateral receipt, auditing, shipping, insurance, mortgage insurance activation, MERS transfers, and investor suspense resolution. Maintains warehouse and readiness reports, ensures loans meet purchase SLAs, and coordinates with borrowers, agents, branches, underwriters, and closers. Acts as team subject matter expert, escalates and resolves issues, improves workflows, trains staff, and provides managerial backup.
The Post-Closing Specialist II is responsible for all aspects of the loan process after closing including receiving, shipping, insuring, and clearing investor suspense conditions.
DUTIES & RESPONSIBILITIES (INCLUDED BUT NOT LIMITED TO)
- Ensures all closing packages and collateral are received, uploaded, audited, corrected, and shipped within stated Service Level Agreements (“SLAs”)
- Ensures all insurance premiums are paid, and certificates received (on applicable loans files) within stated SLAs
- Ensures applicable Conventional loans with private mortgage insurance are activated in MI portals within stated SLAs
- Ensures MERS numbers are registered and transferred within stated SLAs
- Ensures all assigned loans are purchased within stated SLAs by:
- Documenting suspense conditions in the system of record
- Working with Borrowers, Closing Agents, Branches, Underwriters, Closers, and other parties to clear suspense conditions
- Enter the Purchase Advice and clear the loan off the Warehouse Line
- Maintains daily reports, including Warehouse and Ready Reports
- Serves as the primary subject matter expert (SME) for the team, providing guidance and support on complex questions, issues, or procedures
- Acts as the first point of escalation for team concerns, resolving issues when possible prior to manager involvement
- Identifies opportunities for process improvements and contributes to the development and implementation of more efficient workflows
- Leads training efforts for new team members and provide ongoing coaching and support for existing staff as needed
- Serves as a backup to the manager during periods of absence, ensuring continuity of operations and team support
Qualifications
MINIMUM REQUIRED QUALIFICATIONS (KNOWLEDGE, EDUCATION & EXPERIENCE)
- Requires a high school diploma or GED
- 5+ years of experience in the mortgage industry
- Some team lead experience
PREFERRED QUALIFICATIONS (KNOWLEDGE, EDUCATION & EXPERIENCE)
- Bachelor’s degree is desired
- 1-2 years of leadership experience
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