Post Closing & Funding Specialist

GoodLeap • Roseville, CA

1d • $20 - $25

About The Position

This role is responsible for supporting funding and post-closing operations by executing and tracking financial transactions with accuracy and timeliness. Key duties include initiating and managing wire transfers, entering and maintaining disbursement dates, and processing additional wires as needed. The position also ensures compliance with warehouse line requirements by providing requested documentation, reconciling purchase advice, and resolving discrepancies. Strong attention to detail, coordination with internal and external partners, and adherence to funding timelines are essential to ensure smooth loan funding
and settlement processes

Requirements

• 2+ years' Mortgage Warehouse operations and/or Mortgage industry experience and general banking.
• Precise attention to detail
• Proficiency with all MS Office applications (Word, Excel, Outlook, etc.)
• Professional demeanor and attire
• Proven success working in fast-paced, high-volume environments
• Excellent written and oral communication skills
• Willing to work early shift- PST

Responsibilities

• Ensure timely receipt and proper documentation of Purchase Advice by monitoring the Purchase Advice inbox, recording and uploading notifications and obtaining directly from investors as needed.
• Facilitate the sending of wires, multiple times daily, to complete the funding process. This includes satisfying warehouse exceptions and sometimes providing Federal Reserve Reference information.
• Monitor daily reports to confirm successful wire transactions and collaborate with the Finance department to resolve missing or incomplete loans on the warehouse line report.
• Ensure accurate MERS registration and reconciliation while assisting post-closing workflows, including investor delivery, trailing document tracking, and secure note shipment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed