Senior Post Close Operations Specialist

Zippy • Dallas, TX

9d • Remote

About The Position

The Senior Post Close Operations Specialist is responsible for managing all activities after loan closing through funding, investor delivery, and loan sale. This role serves as the centralized owner of post-close execution, ensuring loans move efficiently off the warehouse line and are delivered to investors without delay or defects. This is a hands-on, execution-heavy role focused on investor readiness, funding coordination, audit remediation, and process troubleshooting. The position requires strong cross-functional coordination with QA, Accounting, Originations, and Capital Markets. This is not a passive administrative role - it is an active problem-solving and process ownership function responsible for removing blockers and driving loans to sale.

Requirements

• 3–5+ years in mortgage operations, post-close, capital markets, or similar role
• Experience with loan sales, warehouse lending or investor delivery
• Strong understanding of loan life cycle from closing to sale and investor requirements/document standards.
• Proven ability to manage multiple loans/deadlines simultaneously and troubleshoot complex operational issues.
• Comfortable in an uncertain, fast-paced environment that will evolve as our technology and business scales.
• High attention to detail and process oriented
• Proactive and autonomous worker.
• Collaborative and innovative with a strong desire for the entire team to win together.
• Proficiency in Microsoft Office and other software tools.
• Proficient in technology and changing environments.
• Undergraduate degree or extended relevant work experience.

Responsibilities

• Own investor findings & remediation: Identify and resolve post-close defects with QA and internal teams. Drive fixes quickly to meet investor timelines and avoid delays.
• Manage loan sale & investor delivery: Prepare and deliver loan packages to investors. Track which loans are sellable vs. blocked and act.
• Keep loans moving off the warehouse line: Monitor aging and ensure loans do not sit too long. Reduce capital exposure by pushing loans through funding/sale.
• Coordinate funding readiness: Validate all prior-to-funding conditions are cleared. Reconcile payoffs, liens, and funding details. Signal Accounting when loans are ready to be funded.
• Troubleshoot insurance issues: Ensure policies are bound correctly. Resolve discrepancies that could delay funding or sale.
• Growth & leadership opportunity: This role begins as an individual contributor with full ownership of post-close operations, with a clear path to team leadership and broader functional ownership as the business scales.

Benefits

• Competitive Compensation: We offer a competitive salary with the potential for annual bonuses and variable pay, depending on your skills and experience.
• Equity for All: As a part of our commitment to shared success, all employees receive equity in the company, allowing you to share in the growth and achievements of Zippy.
• Remote Work: Enjoy the flexibility of working from home in a dynamic, remote-first environment.
• Comprehensive Health Coverage: We provide medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance for you and your family.
• Flexible Spending Accounts: Take advantage of medical & dependent care FSAs to help manage your expenses.
• Training & Licensing Support: We invest in your professional growth with resources for training and licensing.
• Paid Time Off: We offer generous PTO—and we encourage you to use it!
• Wellbeing Programs: Access a variety of wellbeing resources, including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more through our Sequoia Wellbeing Programs.
• Parental Leave: We provide paid parental leave to support you and your growing family.
• No Meeting Wednesdays: Enjoy a mid-week break from meetings to focus and recharge.
• Vibrant Slack Community: Engage with colleagues in our lively remote Slack community, featuring fun channels that connect people around shared interests like travel, pets, sports, food, and more.
• Career Growth: We believe in promoting from within, offering you opportunities to grow your career with us.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior