Mortgage Post Closing Assistant

Cathay Bank • El Monte, CA

1d

About The Position

The Mortgage Post-Closing Assistant is responsible for closed files by ensuring all required original documents are collected and files are fully complete. This role involves submitting loans to board, following up with outstanding items, issuing final closing disclosures (CDs), and setting up tax services for closed loans. The role also includes providing administrative and operational support to the manager as needed.

Requirements

• 1–3 years of experience in an administrative, customer service, operations, or support role (or related internships, academic projects, or on the job training)
• Ability to stay organized, handle detailed documentation, and manage multiple tasks in a fast paced environment.
• A willingness to learn mortgage processes, documentation requirements, and compliance standards is essential.
• Organized and detail oriented.
• Able to develop working knowledge of Bank’s credit policies and approval process for assigned loans.
• Ability to work effectively in a fast-paced, high production environment.
• Strong organizing and problem-solving skills
• Strong written and verbal communication skills
• Must be able to adapt well to a fast paced and constantly changing business environment
• PC proficient at the intermediate level
• Demonstrated ability to work in a team-oriented environment
• Demonstrated ability to provide good customer service

Nice To Haves

• Bilingual is a plus.

Responsibilities

• Request final settlement statements from settlement agents for all funded loans.
• Review final settlement statements to verify accuracy and consistency.
• Follow up with settlement agents or closing attorneys to obtain original signed loan documents returned.
• Review loan packages to ensure all required documents have been returned.
• Prepare funded loan in post-closing to loan servicing for boarding.
• Ensure original Notes for delivery to servicing within required timelines and remaining original docs to storage
• Establish tax service for all funded loans in a timely manner.
• Prepare and issue the final closing disclosure (CD) to borrower within permissible timeframe.
• Identify and resolve documentation deficiencies or missing document
• Escalate unresolved issues, discrepancies or compliance concerns to management
• Completes other duties as assigned by management

Benefits

• This position may be eligible for a discretionary bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 501-1,000 employees