Mortgage Post-Closing Specialist at Barrett Financial

About the role

The Mortgage Post-Closing Specialist plays an important part in our Mortgage Operations team and helps keep our loan files accurate, compliant, and investor ready. In this role, you’ll audit closed loan files, ensure all documentation is complete, and prepare final packages for delivery.

Responsibilities

• Review and audit closed loan files for accuracy, completeness, and compliance with company and investor requirements
• Verify executed final documents including Closing Disclosures, Notes, Deeds of Trust, and collateral documentation
• Communicate with settlement agents, loan officers, processors, and funders to resolve any post-closing deficiencies
• Prepare and deliver complete loan packages to investors or lenders within required timelines
• Track receipt of trailing documents, original Notes, and collateral packages
• Ensure all final documents are uploaded and properly indexed in the Loan Origination System
• Reconcile funding and closing data for reporting and audit accuracy
• Maintain accurate post-closing logs and tracking systems
• Partner with Funding and Compliance to resolve any outstanding issues
• Support audits, investor reviews, and quality control processes as needed

Requirements

• At least 2 years of experience in mortgage post-closing, shipping, or a related operations role
• Strong understanding of mortgage documentation, compliance requirements, and investor delivery standards
• Exceptional attention to detail and organizational skills
• Able to manage multiple files and priorities in a fast-paced environment
• Excellent communication and follow-up skills
• Experience with ARIVE LOS or similar systems preferred