Mortgage Post Closing Specialist

Elevations Credit UnionBroomfield, CO
$24 - $30Hybrid

About The Position

The Mortgage Post Closing Specialist is responsible for ensuring the accurate and timely completion of all post-closing activities for mortgage loans. This role serves as the primary point of contact for post-closing and loan boarding inquiries. They review all executed funding packages for accuracy, complete the boarding process, and file loan files and final documents. This position requires strong attention to detail, excellent communication skills, and the ability to manage multiple tasks efficiently in a fast-paced environment.

Requirements

  • High school diploma or equivalent
  • Minimum two years 1st mortgage closing or post-closing experience in conventional, FHA and VA
  • Ability to interact with others in a positive manner, either in person or by phone
  • Ability to accurately and efficiently enter data and update member records via computer terminal
  • Ability to work independently, utilize available resources and excel in a high-performance culture.
  • A personal smartphone is a requirement for employment with us.

Responsibilities

  • Acts as primary contact for all post-closing/boarding questions on Mortgage loans
  • Returns all phone calls in two hours or less
  • Completes boarding within 48 hours maximum of receipt of executed closing documents from title
  • Prepares loan file stacking list for DMI
  • Updates boarding worksheets for DMI and accounting, must be completed same day as loans are boarded
  • Verifies daily that loans sent to DMI are boarded properly into Core system
  • Completes auto pay forms and faxes them to DMI upon receipt of executed closing package
  • Follows up with members and/or title for any missing documentation as required
  • Completes data entry for all closed loan surveys in IHM system, makes a copy for file and sends original to management
  • Files all final documents
  • Completes all required data fields in IHM system for tracking purposes
  • Acts as back up for loan setup, closing and verification of loan funding as volume warrants
  • Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA).

Benefits

  • 4 weeks paid time off for full-time employees
  • work anniversary paid time off
  • paid volunteer time off
  • 12 paid holidays
  • Comprehensive medical, dental, and vision plans
  • employer contributions to supercharge your Health Savings Account
  • Up to a 4% match on 401(k) contributions
  • Up to twelve weeks of fully paid parental leave
  • An extensive Employee Assistance Program that provides personalized care options for your whole household
  • Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year
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