Post Closer

About the role

FORUM Credit Union is seeking a Post Closer to support the post-closing process for various loan types including mortgage, home equity, construction, and modification loans.

Responsibilities

• Track the closed loan pipeline from closing through file room completion, including boarding loans onto the mortgage servicing system and maintaining accurate loan records.
• Set up tax and insurance escrow addenda, post funds received from closing tables, and register mortgages with vendors such as MERS, tax service providers, and mortgage insurance companies.
• Update, verify, and maintain government reporting data, including HMDA information for closed, denied, and withdrawn loans.
• Order home equity checks and process post-closing requirements for home equity products.
• Establish roles and trust entities for construction loans, builder loans, subcontractors, and individual borrowers, and set up construction draws for each loan.
• Assist with file room organization, document storage, scanning, and preparation of loan files for review.
• Copy and maintain critical mortgage documents, including notes, mortgages, second mortgages, homeowners insurance certificates, PMI certificates, LPOAs, and name affidavits.
• Submit loans to investors for audit review and complete monthly post-closing audits to ensure accuracy and compliance.

Requirements

• A High School Diploma, GED, or equivalent.
• One to three years of similar or related experience.
• Previous experience in mortgage operations, loan servicing, post-closing, or a related financial services environment is preferred.
• Strong organizational skills with the ability to manage multiple tasks and deadlines simultaneously.
• Ability to work accurately and efficiently while maintaining compliance with regulatory and investor requirements.

Qualifications

• High School Diploma, GED, or equivalent.
• One to three years of similar or related experience.
• Previous experience in mortgage operations, loan servicing, post-closing, or a related financial services environment is preferred.
• Strong organizational skills with the ability to manage multiple tasks and deadlines simultaneously.
• Ability to work accurately and efficiently while maintaining compliance with regulatory and investor requirements.

Skills

• Attention to detail.
• Service orientation.
• Positive working relationships through open communication, collaboration, and professionalism.
• Pride in producing high-quality work, meeting deadlines, and finding ways to improve processes.

Benefits

• Competitive Pay
• Student Loan Reimbursement
• Tuition Assistance
• Wellness Programs
• Community Involvement and Paid Volunteer Time
• Professional Development/Award Winning Training Program
• 401K with Match
• Comprehensive Benefits Package
• Generous Paid Time Off

Pay

Competitive Pay

Schedule

N/A