Post Closing Specialist

SoFi • Charlotte, NC

2d

About The Position

The role: We are seeking a detail-oriented and highly organized Post Closer to join our dynamic team. The ideal candidate will be responsible for ensuring the accuracy and completeness of all loan documents post-closing, facilitating the timely delivery of loan packages to investors, and maintaining compliance with all regulatory and company standards. What you’ll do: Document Review: Thoroughly review all post-closing loan documents to ensure accuracy, completeness, and compliance with company policies and regulatory requirements. Loan Package Submission: Prepare and deliver final loan packages to investors and other stakeholders within specified timeframes. Data Entry and Maintenance: Accurately enter and maintain loan information in the company’s loan processing system. Communication: Serve as the primary point of contact for internal and external parties regarding post-closing documentation and issues. Issue Resolution: Identify, address, and resolve any discrepancies or issues with post-closing documents to ensure timely and accurate submission. Compliance: Stay updated with changes in mortgage regulations and ensure all post-closing activities comply with federal, state, and company policies. Quality Control: Perform quality control reviews on closed loan files to ensure they meet investor and regulatory guidelines. File Management: Maintain organized and efficient filing systems for all post-closing loan documents. Reporting: Generate and analyze reports related to post-closing activities and performance metrics.

Requirements

• Minimum of 3 years of experience in mortgage post-closing, loan processing, or a related field
• High school diploma or equivalent required; associate or bachelor's degree in business, finance, or a related field preferred.
• Strong attention to detail and organizational skills.
• Excellent communication and interpersonal abilities.
• Proficiency in mortgage software and MS Office applications (Word, Excel, Outlook).
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Problem-solving skills and the ability to handle complex issues with minimal supervision.
• In-depth understanding of mortgage loan processing, post-closing procedures, and regulatory requirements.

Responsibilities

• Document Review: Thoroughly review all post-closing loan documents to ensure accuracy, completeness, and compliance with company policies and regulatory requirements.
• Loan Package Submission: Prepare and deliver final loan packages to investors and other stakeholders within specified timeframes.
• Data Entry and Maintenance: Accurately enter and maintain loan information in the company’s loan processing system.
• Communication: Serve as the primary point of contact for internal and external parties regarding post-closing documentation and issues.
• Issue Resolution: Identify, address, and resolve any discrepancies or issues with post-closing documents to ensure timely and accurate submission.
• Compliance: Stay updated with changes in mortgage regulations and ensure all post-closing activities comply with federal, state, and company policies.
• Quality Control: Perform quality control reviews on closed loan files to ensure they meet investor and regulatory guidelines.
• File Management: Maintain organized and efficient filing systems for all post-closing loan documents.
• Reporting: Generate and analyze reports related to post-closing activities and performance metrics.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees