Post Closer

FORUM Credit Union • Fishers, IN

2d

About The Position

FORUM Credit Union is looking for a detail-oriented and dependable Post Closer to support the post-closing process for mortgage, home equity, construction, and modification loans. The Post Closer is responsible for tracking and boarding closed loan files, maintaining servicing records, ensuring regulatory and investor compliance, and supporting post-closing documentation and audit processes. This role plays an important part in ensuring closed loans are accurately documented, serviced, and reported.

Requirements

• High School Diploma, GED, or equivalent.
• One to three years of similar or related experience.
• Strong organizational skills with the ability to manage multiple tasks and deadlines simultaneously.
• Ability to work accurately and efficiently while maintaining compliance with regulatory and investor requirements.

Nice To Haves

• Previous experience in mortgage operations, loan servicing, post-closing, or a related financial services environment is preferred.

Responsibilities

• Track the closed loan pipeline from closing through file room completion, including boarding loans onto the mortgage servicing system and maintaining accurate loan records.
• Set up tax and insurance escrow addenda, post funds received from closing tables, and register mortgages with vendors such as MERS, tax service providers, and mortgage insurance companies.
• Update, verify, and maintain government reporting data, including HMDA information for closed, denied, and withdrawn loans.
• Order home equity checks and process post-closing requirements for home equity products.
• Establish roles and trust entities for construction loans, builder loans, subcontractors, and individual borrowers, and set up construction draws for each loan.
• Assist with file room organization, document storage, scanning, and preparation of loan files for review.
• Copy and maintain critical mortgage documents, including notes, mortgages, second mortgages, homeowners insurance certificates, PMI certificates, LPOAs, and name affidavits.
• Submit loans to investors for audit review and complete monthly post-closing audits to ensure accuracy and compliance.

Benefits

• Competitive Pay
• Student Loan Reimbursement
• Tuition Assistance
• Wellness Programs
• Community Involvement and Paid Volunteer Time
• Professional Development/Award Winning Training Program
• 401K with Match
• Comprehensive Benefits Package
• Generous Paid Time Off

What This Job Offers

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