Post Closing Associate (Repost)

Summary of Primary Duties and Responsibilities

• Review original executed loan and collateral documents for completeness and accuracy, including signatures, initials, notarizations, and required pages.
• Identify document deficiencies and coordinate corrections or obtain missing documentation with internal teams, closing agents, title companies, and other external parties.
• Prepare, organize, and track collateral files for shipment to investors, custodians, or secure storage, including manifests and shipment notice.
• Maintain accurate loan, collateral, shipping, and post-closing status information in Salesforce and other applicable systems.
• Monitor assigned post-closing pipelines, trailing documents, recorded documents, title policies, and outstanding conditions through completion.
• Prepare and coordinate assignments and allonges, including execution, recording, tracking, and shipment as required.
• Support collateral retrieval, payoff/buyback requests, and other custodian-related activity as assigned.
• Escalate unresolved, complex, or higher-risk post-closing issues to the appropriate senior team member or Post-Closing Manager.
• Communicate status updates and work collaboratively with internal departments and external partners to meet departmental and service-level expectations.
• Perform other post-closing and administrative duties as assigned.

Qualifications

• Associate degree or equivalent education/experience required; Bachelor's degree preferred.
• 1-2 years of mortgage banking, mortgage operations, or post-closing experience required.
• Experience with collateral review, document custody, collateral shipping, or mortgage quality control preferred.
• Proficiency with Microsoft Office and document management systems; Salesforce and/or LOS experience preferred.
• Working knowledge of mortgage loan documentation and post-closing processes, including collateral documentation, recorded documents, title policies, assignments, and allonges.
• Strong organizational, analytical, problem-solving, and communication skills with attention to detail.
• Able to manage multiple priorities, meet deadlines, and work effectively with internal and external partners.
• Demonstrates initiative, adaptability, and sound judgment in identifying post-closing issues and escalating as appropriate.
• Active Notary Public license is desirable but not required.
• Experience working with document custodians, investors, or collateral management.