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Post-Closing Purchase Advice Specialist

  • Full Time
  • Anywhere

NightOwl Consulting

We’re hiring a detail-oriented Post-Closing specialist to enter and verify Purchase Advice data in Encompass. This role focuses on accurate, timely system updates to support secondary/servicing/finance processes after loan closing. This position does not handle trailing documents.

Key Responsibilities

  • Accurately enter Purchase Advice details into Encompass for closed loans (high volume, high accuracy).
  • Review Purchase Advice and related post-close source documents to confirm key data points such as:
    • Purchase date, purchase price, net proceeds, premium/discount (as applicable)
    • Fees/adjustments, escrow/impounds details (if applicable), principal balance/UPB
    • Investor and servicing-related fields including first payment due (as applicable to your workflow)
  • Validate that Encompass reflects the correct final terms (e.g., note rate, loan amount/UPB, key dates) based on source documentation
  • Identify discrepancies, document findings clearly in Encompass notes, and escalate exceptions to the appropriate internal team (Secondary/Shipping/Accounting/Post-Close lead)
  • Maintain clean audit trails: consistent naming, comments, and checklist completion per SOP.
  • Track assigned pipeline, meet daily/weekly production targets, and provide status updates as needed.

Skills, Knowledge and Expertise

  • Enter and update Purchase Advice information accurately in Encompass
  • Review post-closing documents to make sure loan details match the system
  • Check key loan information such as dates, amounts, fees, and escrow details
  • Confirm final loan terms (rate, loan amount, important dates) are correct
  • Spot differences or errors and note them clearly in the system
  • Escalate questions or issues to the appropriate internal team when needed
  • Keep records organized and audit-ready by following established procedures
  • Manage an assigned pipeline and stay on track with daily and weekly goals
  • Provide basic status updates on assigned loans
  • Understand how accurate post-closing data supports servicing and finance teams

Benefits

  • Above market salary
  • HMO on Day 1 for principal and two dependents
  • Government-mandated benefits
  • Performance-based Incentives
  • Quarterly Company Events
  • 1,000 PHP De Minimis
  • Equipment and software provided

Originally posted on Himalayas

To apply for this job please visit himalayas.app.

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