Post Closing Specialist (Servicing Boarding & Trailing Docs Focus)

SoFi


Job Location:

Charlotte, VT - USA

Monthly Salary: Not Disclosed
Posted on: 22 days ago
Vacancies: 1 Vacancy

Job Summary

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Who we are:

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Together with our members were changing the way people think about and interact with personal finance.

Were a next-generation financial services company and national bank using innovative mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation and were at the forefront. Were proud to come to work every day knowing that what we do has a direct impact on peoples lives with our core values guiding us every step of the way. Join us to invest in yourself your career and the financial world.


Post Closing Specialist (Servicing Boarding & Trailing Docs Focus)

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 supportingservicing boarding activities and trailing documentation requirements and maintaining compliance with all regulatory and company standards. This role is critical in ensuring loans are properly boarded to servicing systems and that all post-closing documentation is complete accurate and fully compliant.

What youll do:

Document Review:
Thoroughly review all post-closing loan documents to ensure accuracy completeness and compliance with company policies and regulatory requirements.

Servicing Boarding Support:
Prepare and validate closed loan files for servicing boarding ensuring all required data documentation and conditions are satisfied for accurate and timely boarding into servicing systems.

Trailing Documentation Management:
Track obtain and reconcile trailing documents (e.g. recorded deeds mortgages final title policies and other post-closing recordings). Ensure all trailing documents are received reviewed imaged and properly stored within the loan file.

Data Entry and Maintenance:
Accurately enter and maintain loan information in the companys loan servicing and post-closing systems.

Communication:
Serve as the primary point of contact for internal and external parties regarding post-closing documentation servicing boarding requirements and trailing document status.

Issue Resolution:
Identify research and resolve discrepancies missing documents or boarding-related issues to ensure timely and accurate servicing setup.

Compliance:
Stay current with mortgage regulations and servicing requirements and ensure all post-closing and boarding activities comply with federal state investor and company policies.

Quality Control:
Perform quality control reviews on closed loan files to ensure they meet servicing boarding and trailing documentation requirements.

File Management:
Maintain organized and efficient electronic filing systems for all post-closing servicing boarding and trailing documentation.

Reporting:
Generate and analyze reports related to post-closing activities servicing boarding pipelines and trailing document completion status.

What youll need:

  • Minimum of 3 years of experience in mortgage post-closing servicing boarding or trailing document management
  • High school diploma or equivalent required; associate or bachelors degree in business finance or a related field preferred
  • Strong attention to detail and organizational skills
  • Experience with servicing boarding processes and trailing document requirements strongly preferred
  • Excellent communication and interpersonal abilities
  • Proficiency in mortgage servicing platforms and MS Office applications (Word Excel Outlook)
  • Ability to manage multiple priorities and deadlines in a fast-paced environment
  • Strong problem-solving skills with the ability to resolve missing document and boarding issues independently
  • In-depth understanding of mortgage post-closing processes servicing boarding requirements and regulatory compliance

Required Experience:

IC

Employee Applicant Privacy NoticeWho we are:Shape a brighter financial future with us.Together with our members were changing the way people think about and interact with personal finance.Were a next-generation financial services company and national bank using innovative mobile-first technology to ...

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