Post Closing Specialist/Mail Coordinator

About the role

This position involves opening and distributing mail, logging loan packages, and assigning them to specialists for review of key loan elements. Specialists prepare tickets, documents, and other materials for New Loan Setup to meet FNMA and GNMA’s delivery schedules.

Responsibilities

• Open and distribute mail for the mortgage department.
• Accept and review incoming closing packages for Wholesale and Retail channels.
• Scan, upload, and index closing packages into Image Flow through Closing/Imaging systems.
• Prepare the pool folder and deliver to Loan Delivery.
• Review the Closing Disclosure (CD) and enter key data elements, including dates, into Partners.
• Prepare tickets for wholesale loans and balance tickets for Retail closings.
• Order early check and register loans in MERS.
• Log in and upload final documents.
• Perform other duties as assigned.

Requirements

• High school diploma or GED.
• One year of financial experience, OR customer service experience with administrative duties.
• Excellent oral and written communication skills.
• Working knowledge of Excel.
• Excellent organizational skills.
• Ability to multi-task under pressure.
• Ability to learn and follow instructions according to bank policies and procedures.
• Keyboard/typing skills.

Previous mortgage experience preferred.

Physical Requirements / Working Conditions

• Must be able to sit for long periods of time and use a computer keyboard and/or mouse while viewing computer screens.