Achieve
Financial Services
MortgagePost-Closer
Neural analysis suggests this role is
optimal for mid candidates.
“Mortgage Post-Closer at Achieve. Skills: Mortgage post-closing, Loan documentation, Collateral management. Receive post-closing loan documentation/collateral. Review documents for accuracy”
Industry & Context.
Occasional time in office, State and federal background checks
What They're Looking For.
Must Have
2+ Years experience in mortgage post-closing, 2+ Years experience in mortgage closing, 2+ Years experience in escrow assistance, 2+ Years experience in mortgage quality control auditing, Proficiency with standard Loan Origination Systems (LOS), Proficiency with automated underwriting systems (AUS), Eligible to complete state and federal background checks
Nice to Have
Two to four years experience in a real estate law office, Two to four years experience in a bank mortgage closing department
What You'll Do.
Receive post-closing loan documentation/collateral
Review documents for accuracy
Store collateral securely
Prepare collateral for shipping
Ship collateral to appropriate parties
Track collateral shipments
Track final Title Policy
Track recorded Security Instrument
File Title Policy electronically
File Security Instrument electronically
Prepare loan files for delivery
Update systems with Servicing Transfer information
Track creditor payoffs
Request re-issuance of payment
How You'll Work.
Communication Scope
Interpersonal skills; Communication skills
Full Job Description
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers. As a Post Closing Specialist, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. Our ideal candidate will be detail-oriented while still being able to manage a high volume pipeline, strong customer-service attitude, and the ability to travel to the office to do some manual filing. What you’ll do: * Receives post-closing loan documentation/collateral and reviews all documents for accuracy ensuring borrower name, property address, legal description, lender name and address and Notary acknowledgement are correct. * Stores Collateral in Secure fashion * Prepares, ships and Tracks Collateral to appropriate parties * Tracks and obtains final Title Policy and recorded Security Instrument – filing electronically in the loan folder * Prepares individual loan files for delivery to investor/servicer * Updates relative systems with Servicing Transfer information * Tracks creditor payoffs and requests re-issuance of payment as needed ## Qualifications * 2+ Years experience in mortgage post-closing, closing, escrow assistance, or mortgage quality control auditing * Proficiency with standard Loan Origination Systems (LOS) and automated underwriting systems (AUS). * Two to four years experience in a real estate law office or bank mortgage closing department is preferred. * Good interpersonal and communication skills in dealing with attor
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