Post Closer/Funding Assistant

Scope/Purpose of the Position

Key Responsibilities and Essential Functions

• Post-Funding Quality Control and Exception Resolution Document funding decisions, exceptions, corrections, and escalations in accordance with department procedures. Identify potential compliance concerns and escalate issues timely to appropriate stakeholders. Manage post-funding quality control and resolve funding-related exceptions. Maintain accurate and timely updates in the loan origination system. Partner with Underwriting, Account Management, Closing, and Post Closing to resolve funding and post-closing issues. Coordinate with borrowers, brokers, and title agents to obtain corrections and clear outstanding items.
• Document funding decisions, exceptions, corrections, and escalations in accordance with department procedures.
• Identify potential compliance concerns and escalate issues timely to appropriate stakeholders.
• Manage post-funding quality control and resolve funding-related exceptions.
• Maintain accurate and timely updates in the loan origination system.
• Partner with Underwriting, Account Management, Closing, and Post Closing to resolve funding and post-closing issues.
• Coordinate with borrowers, brokers, and title agents to obtain corrections and clear outstanding items.
• Funding Document Review and Validation Review executed closing documents for completeness, accuracy, required signatures, dates, and notarizations. Identify and resolve document discrepancies, missing information, and errors before funds are released. Validate title, lien, payoff, and other required documentation prior to funding. Verify closing figures and disbursement amounts to ensure payments align with approved loan terms.
• Review executed closing documents for completeness, accuracy, required signatures, dates, and notarizations.
• Identify and resolve document discrepancies, missing information, and errors before funds are released.
• Validate title, lien, payoff, and other required documentation prior to funding.
• Verify closing figures and disbursement amounts to ensure payments align with approved loan terms.
• Operational Performance and Process Improvement Maintain productivity and quality standards while managing multiple loans and competing priorities. Support process improvement initiatives that enhance funding accuracy, cycle time, customer experience, and operational efficiency. Perform other duties as assigned.
• Maintain productivity and quality standards while managing multiple loans and competing priorities.
• Support process improvement initiatives that enhance funding accuracy, cycle time, customer experience, and operational efficiency.
• Perform other duties as assigned.

Work Experience and Knowledge, Skills and Abilities

• Excellent analytic skills, attention to detail, and ability to work within time constraints.
• Excellent level of oral and written communication skills; Ability to communicate across a variety of audiences.
• Intermediate level of computer skills and the ability to function in a windows environment utilizing Outlook, Word and Excel.
• Professional and effective interpersonal skills; Solid decision-making skills with display of professionalism in maintaining confidentiality. Ability to build strong relationships with internal business partners to achieve success.
• Ability to rapidly acquire detailed knowledge of departmental policies, practices and procedures.
• Strong time management skills, fast learner, self-motivated, and comfortable taking initiative and handling multiple projects simultaneously.
• Committed to taking responsibility and ownership for agreed actions and delivery.
• Reports to work on a daily and timely basis.

Minimum Qualifications

• High school graduate or equivalent
• Three to four (3-4) years’ experience in the mortgage industry, required.
• One-two (1-2) years’ processing or account manager experience, preferred.