Post Closing Processor

G ENE R AL SUM M A R Y ( W h a t is do n e and why) The Post Closing Processor is responsible for reviewing all incoming mortgage closing packages and documents for accuracy, uploading electronically, and filing originals. In addition to supporting Secondary Sales with Investor loan sales, monthly/annual audit requests and responding to departmental requests for documentation. E SS ENT I AL F U N CT IO NS, IN P R IO R I TY O R D ER ( M ajo r i t y o f d u t i e s , b u t n o t m e a nt to be all i n c l u s ive or p r e v e n t o t h e r d u t i es f r o m b e i n g a ss ig n e d as n ece ss a r y) 1. Checking in and auditing all incoming closing packages and documents for accuracy, scrub and scan all closing documents to be uploaded into our LOS system. Monitor the Post Closing inbox, and work directly with Credit Union members, internal partners, and external vendors to obtain missing documentation and correct outstanding issues/errors. Time: 50% 2. Pulling Notes and supporting the Secondary Market team with investor loan sales. Supporting requests for monthly/annual audits. Respond to internal requests for loan documentation. Time: 40% 3. Responsible for handling various post-closing reports, the paid off loan report and record retention for all mortgage files. Time: 5% 4. As assigned by your manager, actively participate in departmental projects and keep internal procedures updated. Time: 5% E D U C A TI O N ( M in i m u m e d u ca t i o n r equi r ed to pe r f or m t h e d u t i es o f t h i s po s i t i o n ) · H i g h s c hool d i p l o m a required E X PERI E NCE ( M in i m u m e x pe r i e n c e r equi r ed to pe r f or m t h e d u t i es o f t h i s po s i t i o n ) In addition to the education requirement: · Two years of experience in real estate processing and or lending. · Two years of experience with Encompass, United’s LOS and a Core Operating system experience preferred. K N O W LED G E, S K IL L S A N D A B IL I TI E S ( M in i m u m te c hn i c a l a n d c o m m u n ic a t i o n s k i l l l e v e l s a n d l i c e n s e s /c e r t i f ic a tes n or m a l l y r e q u i r ed to pe r f o r m t h e d u t i es o f t h i s po s i t ion) · Precise attention to detail · Strong organizational skills · Wo r k i ng k no w l ed g e co m pu t er k e y boa r d and co m pu t er p r o g r a m s su c h as M i c r os o f t W o r d, Microsoft Excel, O u t l ook, a nd I n t e r ne t · A b i l it y t o i n t e r a ct w it h internal and external partners i n a p os i ti v e, p r o f e s s i on a l m anne r · St r ong b e li e f i n and co m m it m ent t o q u a l it y cu s t o m er s e r v ice · K no wl ed g e of C r e d i t U n i o n p r od u c t s a nd s e r v i c e s · Se l f - m o ti v a t ed · Detail Oriented · Positive Attitude · Excellent Oral Skills · Good Written Communication Skills Required Competencies · Problem Solving · Dealing with Ambiguity · Time Management · Demonstrates Courage · Drive for Results · Interpersonal Savvy · Customer Focus · Integrity and Trust · Self-Development · Business Acumen M e n t al R eq u i r e m e n t s · U nde r s t an d i ng of b an k i ng r e g u l a t i ons, tax reporting, C r e d i t U n i on s y s t e m s a nd p r oc e du r e s · A b i l it y t o w o r k under p r e ss u r e · Pro v en p r o b l e m - so l v i ng ab i l i t i e s · A b i l it y t o c onc e n t r a t e i n a m u lt i - t a s k en v ir on m en t · Ability to analyze and evaluate information P H YSIC A L D E M A N DS (P h y s i c al e ff o r t g e n e r a l l y a ss o c i ated w i t h t h i s po s i t i o n) Work involves standing and walking for brief periods of time, but most work is done from a seated position. There is potential for eyestrain from reading detailed printouts and computer screens. Work may include occasional pushing, pulling, lifting, or carrying objects weighing up to 25 pounds such as files, documents, and computer printouts. W O R K I N G CO N D IT I O NS ( T y p ic a l wor k ing c o n d i t i o n s a ss oc i a ted w i t h t h i s t y pe o f w o r k and env i r on m e n t a l h az a r d s , if a n y , t h a t m a y be e n c o u n t e r ed in pe r f o r m i n g t h e d u t i es of t h i s po s i t i o n ) I n t e rn a l – Wo r k i s no r m a ll y pe r f o r m ed i n c li m a t e -controlled o f f i ce e n v ir on m en t , w h e r e exp o su r e t o cond i t i ons of e x t r e m e hea t/ co l d, po o r v en t i l a ti o n, f u m es and g a s es i s limited . N o i se l e v el i s m ode r a t e and i n c l ud e s soun d s of no r m al o ffi ce e q u i p m ent ( c o m pu t e r s, t e l e p hon e s, e t c. ) . N o k no w n e n v ir on m en t a l ha z a r ds a r e e n cou n t e r ed i n no r m al p e rf o r m ance o f d u t i e s . L e n g t h of day i s un p r e d i c t ab l e; l ong ho u r s m ay be r e qu i r ed t o a cco m m oda t e dea d l i nes o r s p e c i al m ee t i n g s. EOE/Vets/Disability