Mortgage Post Closing Specialist

If you join our team, here are some of the perks you can expect:

• A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
• Up to a 4% match on 401(k) contributions
• Up to twelve weeks of fully paid parental leave
• An extensive Employee Assistance Program that provides personalized care options for your whole household
• Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year

Location

• Elevations Credit Union- Broomfield Basecamp

• Hybrid: Employees who are able to perform the essential functions of their jobs away from an Elevations location may do so with the expectation that they are onsite at least fifty percent of the time over a two-week pay period.

Summary/Objective

The Mortgage Post Closing Specialist is responsible for ensuring the accurate and timely completion of all post-closing activities for mortgage loans. This role serves as the primary point of contact for post-closing and loan boarding inquiries. They review all executed funding packages for accuracy, complete the boarding process, and file loan files and final documents. This position requires strong attention to detail, excellent communication skills, and the ability to manage multiple tasks efficiently in a fast-paced environment.

Essential Functions

• Acts as primary contact for all post-closing/boarding questions on Mortgage loans
• Returns all phone calls in two hours or less
• Completes boarding within 48 hours maximum of receipt of executed closing documents from title
• Prepares loan file stacking list for DMI
• Updates boarding worksheets for DMI and accounting, must be completed same day as loans are boarded
• Verifies daily that loans sent to DMI are boarded properly into Core system
• Completes auto pay forms and faxes them to DMI upon receipt of executed closing package
• Follows up with members and/or title for any missing documentation as required
• Completes data entry for all closed loan surveys in IHM system, makes a copy for file and sends original to management
• Files all final documents
• Completes all required data fields in IHM system for tracking purposes
• Acts as back up for loan setup, closing and verification of loan funding as volume warrants
• Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA).

Reports To

AVP Mortgage Servicing

Manages:

This role does not have supervisory responsibility.

Required Skills, Education and Experience

• High school diploma or equivalent
• Minimum two years 1st mortgage closing or post-closing experience in conventional, FHA and VA
• Ability to interact with others in a positive manner, either in person or by phone
• Ability to accurately and efficiently enter data and update member records via computer terminal
• Ability to work independently, utilize available resources and excel in a high-performance culture.

Work Environment

Elevations uses multi-factor authentication to keep our data safe. As such, a personal smartphone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment.

Physical Requirements

• Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects

Position Type/Expected Hours of Work

• Full time / 40 hours per week

Classification:

• Non-Exempt

Compensation:

The person hired into this position will likely earn between $23.63 and $29.54+ annual bonus. The candidate's starting salary will be adjusted based upon his, her, or their experience.

Anticipated Application Window:

This role is anticipated to close within 25 days from the date of posting. However, if the position has not been filled, Elevations may keep the application period open longer.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.