Post Closing Specialist

THIRD COAST BANK • Humble, TX

2h • Onsite

About The Position

The Post Closing Specialist will support the broader loan operations team by supporting a variety of post-closing activities in a broad range of industries that require special handling and industry knowledge. Responsible for a variety of activities to ensure data integrity of closed loans, including review of the core loan system and perform quality review of loan documentation. The ability to work in a demanding environment with high volume and be able to multi-task while having excellent communication skills, both orally and writing, are important. Candidates should have experience with post-closing functions while managing multiple workflow systems.

Requirements

• High School Diploma, GED, or equivalent certification
• At least 2-4 years of banking experience

Nice To Haves

• Bachelor’s Degree or Military experience
• 6+ years of banking experience, preferably in commercial loan operations
• 1+ years of experience with FIS and Sageworks a plus.

Responsibilities

• Manage and directly support a wide-ranging loan portfolio primarily consisting of commercial loans to include real-estate, construction, and varying business industries.
• Manage the day-to-day workflow delivering superior service to internal client partners and external vendors.
• Duties include verification of completed loan documents and packages to include scanning and indexing appropriately within the core system.
• Management of document and exceptions tracking in accordance with policy and procedures consistently within the exception tracking system.
• Ability to work independently on day-to-day tasks, utilizing prior experience, knowledge, and continuing education.
• Read and interpret closed loan agreements, title policies, attorney, and government instructions for lien releases.
• Accurate review of credit agreements and loan approval ensuring collateral, and insurance is sufficient for perfected lien, collateral, and adequate insurance coverage.
• Ensure maintenance and file of physical, original documentation as appropriate within a secure storage environment.
• Securely receive, log, and distribute incoming USPS, FedEx, or UPS loan documents and packages.
• Accurate calculation, quoting and confirmation of payoff amounts.
• Provide excellent customer service and assist in resolving problems within given authority.
• Monitor Incoming Wire Inbox (if applicable)
• Communicate with lines of business partners, managers, and other operations partners regarding loan transactions, research, and exceptions.
• Promptly identify, communicate, and remediate errors.
• Help advance positive change within the team and the organization.
• Foster a collaborative teamwork environment.
• Assist with additional responsibilities/projects as assigned.
• Performs all other duties as assigned.

What This Job Offers

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