Closing & Post Closing Associate

General Purpose and Scope (Summary)

This position is responsible for performing a variety of Post-Closing tasks, including reviewing loan files for accuracy, transferring files, resolving investor RESPA conditions by providing disputes or cures, and updating documentation such as address corrections or revised escrow amounts. The role supports the Post-Closing team by ensuring all necessary documentation is accurate and up-to-date.

Responsibilities / Functions

• Obtaining outstanding closing packages in a timely manner
• Uploading closing packages to LOS system
• Reviewing closing documents for accuracy based on an investor specific checklist
• Sending loan files to investors
• Resolving investor conditions until loan purchase
• Reaching out to Attorneys/Borrowers for missing or corrections to documentation

Personal Traits / Competencies

• Ability to complete time-sensitive tasks
• Ability to self-manage in fast pace environment
• Strong attention to detail
• Strong organizational and time management skills
• Strong verbal and written communication skills
• Ability to multi-task and adapt quickly in an ever-changing market

Technical / Computer Skills

• Must be computer literate. Proficient with Microsoft Office and office equipment.
• Knowledge of third-party mortgage software and imaging systems including, but not limited to Encompass360 is preferred.
• Ability to pick-up new LOS systems and understand new websites quickly.
• Conduct web searches on town, county, and state websites.

Education and Experience

• High school diploma or equivalent work experience
• 1-3 years related Closing/Post Closing experience
• Knowledge of banking regulations; i.e. Regulation Z, Real Estate Settlement Procedures Act (RESPA), Home Mortgage Disclosure Act (HMDA) is a plus.

Certifications, Licenses

• Certificate of Appointment as a Notary Public from the CT Secretary of State is a plus

Hours for position

Monday – Friday 9:00 AM to 5:00 PM

May require over-time; must be available to work additional hours on short notice as determined by management to meet service level agreements.