Post-Closing Specialist
Velocity Commercial•Westlake Village, CA
•Onsite
About The Position
The Post-Closing Specialist works with the Team Lead of the Collateral/Transfer desk to assist in the duties of post-closing. This position is a full-time position in our Westlake Village headquarters.
Requirements
- Clear and concise communication skills
- Microsoft Excel (intermediate)
- Microsoft Outlook
- Pipeline Management
- Detail-Oriented
Responsibilities
- Review of Original Collateral Package to prepare for shipping to document custodian
- Review Original Collateral Documents to ensure signed and dated correctly
- Review Original Collateral Documents to ensure data entered matches Loan Origination System
- Prepare the file for uploading into the Loan Origination System
- Review of loan file to insure adherence of guidelines, compliance and completeness
- Review file against the Master Credit Policy to ensure loan is within guidelines or appropriate exceptions are noted, utilizing a checklist
- Review loan file to ensure there are no missing documents
- Clearly communicate deficiencies to appropriate parties utilizing several methods of communication
- Follow up as needed until file is complete/correct
- Clear and concise communication of any exceptions noted to management as requested utilizing the Loan Origination system.
- Review and upload of trailing documents received via mail as needed
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
