Mortgage Post Closing Specialist

About the role

The Post Closing Specialist plays a critical role in ensuring the accuracy, completeness, and compliance of closed loan files. This position works closely with the Post Closing Manager, title/settlement agents, warehouse banks, custodians, attorneys, and internal teams to ensure all final documents are received, perfected, and delivered within required timelines. The role requires exceptional attention to detail, strong organizational skills, and the ability to manage high‑volume, time‑sensitive workloads while protecting the integrity and reputation of Visio Lending.

In‑office position: applicants must be within commutable distance of our Austin, Texas office.

Responsibilities

• Review all closing documents to ensure accuracy and compliance with internal policies, federal/state regulations, custodial, and investor guidelines.
• Verify that all loan documents are properly executed, signed, initialed, and complete.
• Identify and correct document deficiencies by collaborating with Processing, Closing, and Quality Control teams.
• Perform follow‑up with Processing, Closing, and Quality Control teams to obtain missing or corrected documents.
• Organize and prepare loan documents in the appropriate stacking order for Collateral and Investor files.
• Scan, upload, and manage images of all closing packages in accordance with company, industry, and investor standards.
• Maintain, log, and review received trailing documents; ensure accurate recordkeeping for quick reference and audit readiness.
• Research and track recorded post‑closing trailing documents, including Deeds of Trust, security instruments, title policies, and lien releases.
• Prepare and ship collateral loan files to custodians in compliance with delivery deadlines.
• Deliver completed post‑close documents to custodians and end investors.
• Manage shipment timelines to ensure compliance with expiration or investor deadlines.
• Communicate with Processors and Closers to resolve missing or incorrect documentation.
• Contact title/settlement companies via phone and email to obtain outstanding trailing documents.
• Collaborate with internal teams to ensure accurate file submissions and problem resolution.
• Manage the collection, tracking, reconciliation, and delivery of trailing loan documents required by investors, warehouse lenders, and loan purchasers following loan sale.
• Monitor outstanding collateral deficiencies, including recorded mortgages/deeds of trust, final title policies, assignments, endorsements, gap coverage, powers of attorney, and other investor‑required documentation.

Requirements

• 2+ years of relevant mortgage experience.
• High School Diploma or GED equivalent.

Qualifications

• Strong understanding of Closing and Post‑Closing processes.
• Ability to manage large quantities of documents with accuracy and structure.
• Strong proficiency in Outlook, Word, Excel, and Microsoft SharePoint.

Skills

• Exceptional organization, time management, prioritization, and follow‑up skills.
• Ability to work independently and collaboratively in a fast‑paced, high‑volume environment.
• Ability to manage confidential and sensitive information with care.
• Excellent attention to detail and problem‑solving abilities.

Pay

$22.00 – $26.00 per hour (Non‑Exempt/Hourly/Overtime Eligible)

Schedule

Monday – Friday: 8:30 am – 5:30 pm CST