Post Closing Specialist (Servicing Boarding & Trailing Docs Focus)

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, supporting servicing 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 you’ll 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 company’s 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 you’ll 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 bachelor’s 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