Mortgage Post-Closing Booking & Retention Specialist

SouthState Bank • Charleston, SC

1d • Onsite

About The Position

The post-closing specialist will be responsible for tracking all closed mortgage loans from disbursement through shipping the loan to the designated investor. This includes perfecting the loan for deficiencies and corrections to the servicing system. Ensures compliance with SouthState Bank Corporate Code of Conduct and Ethics and other operating procedures. This position is based onsite at our Charleston Operations Center.

Requirements

• High School diploma.
• Strong computer skills, organizational skills, and ability to prioritize and manage multiple functions simultaneously and accurate record keeping.
• Ability to pull and analyze daily reports associated with each task for accuracy
• Ability to interpret instructions and written procedures.
• Ability to concentrate on details in a demanding environment.
• Ability to recognize out of the ordinary situations and seek advice or assistance when necessary.
• Ability to work effectively with both internal and external clients by phone and/or email.
• Communicate clearly and concisely with appropriate partners regarding resolution of conditions.
• Demonstrates appropriate and professional behavior in a fast-paced team environment and projects a professional image; always uses a high degree of tact and diplomacy.
• Ability to organize and plan work effectively with little supervision.
• Ability to keep up on procedural aspects of the job.
• Must be a collaborator, customer-oriented, flexible and have a cheerful outlook.

Nice To Haves

• Minimum 2 years of experience in Mortgage Loan documentation and understanding of basic mortgage stages preferred
• Preferred experience with Encompass but not required

Responsibilities

• Check in all executed closed loan packages in a timely manner from the settlement agent and follow up on closed loan packages not received.
• Become familiar with all aspects of shipping and delivering loans into the secondary market. Responsible for timely and successful delivery of loans to agencies and third-party investors within delivery expirations and working on a first-in-first-out perspective.
• Follow up on internal post-closing deficiencies and obtain the appropriate documentation to correct the deficiency so the loan can be committed for sale.
• Monitor delivered service released loans and collaborate with internal partners to obtain, review, and submit supporting documentation to the investor so the loan can be purchased.
• Assist with the audit of loans when time permits.
• Maintains accurate tracking and reporting; provides pertinent information on a timely basis; consistently completes all tasks according to policy/procedure and standard; maintains sense of urgency and understanding of the importance in meeting deadlines. A high accuracy level is critical in this position.

Benefits

• New Employee Orientation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED