Mortgage Post Closer/Shipper

About the Role

At ServisFirst, our name is our mission. The Mortgage Loan Post Closer/Shipper is responsible for preparing and shipping closed mortgage loans for purchase, adhering to specified deadlines and procedures.

Responsibilities

• Arrange closed loan packages in submission order for investors by organizing files and preparing related documents; ensure that the most current loan submission form per investor is used.
• Review packages to ensure completeness and accuracy.
• Submit files to the purchasing investor in a timely manner.
• Scan file contents into image prior to shipping.
• Prepare and mail signature assignments for recording after loans are purchased.
• Monitor lock expiration dates daily.
• Distribute final documents to investors and monitor outstanding documents.
• Perform administrative duties such as faxing, photocopying, filing, and phone support as necessary.
• Ensure compliance with all applicable regulations and policies.

Qualifications

• High school diploma or equivalent; some college preferred.
• Two (2) years of related experience required.
• Basic knowledge of bank operations and products.
• Basic knowledge of federal and state banking compliance regulations and other Bank operational policies.
• Knowledge of federal and state regulations regarding lending and related consumer disclosure requirements.
• Excellent knowledge of agency guidelines.
• Understanding of underwriting closing conditions and experience in clearing applicable conditions.
• Effective oral, written, and interpersonal communication skills.
• Proficient in Microsoft Outlook, Word, and Excel.
• Excellent customer service and time management skills.
• Ability to multitask and complete tasks under time constraints.
• Good organizational skills and ability to develop a basic understanding of underwriting guidelines.
• Good data entry/keyboarding and math skills.

Physical Requirements and Environmental Conditions

• Sustained standing and sitting.
• Frequent use of PC, including typing or sustained attention to monitor.
• Frequent typing using a keyboard and/or calculator.
• Occasional lifting of basic office files or equipment up to 20 lbs.
• Normal office environment with comfortable internal temperatures and low-level noise.