Post Closer / Collateral Specialist (45508)
Summary
Reviews and validates loan documents after closing to ensure accuracy and compliance, maintains collateral tracking systems, and supports lenders with documentation perfection.
POSITION SUMMARY:
Responsible for conducting post-close reviews of executed loan documents to ensure accuracy, completeness. Ensures quality control of electronic records. Administers and maintains Commercial and Consumer loan tickler systems. Reviews and perfects collateral documentation. This role operates in a collaborative, team-oriented environment that values both independent initiative and shared accountability within a high-performing team.
ESSENTIAL FUNCTIONS:
• Perform post-close reviews to ensure completion and accuracy of final loan documentation
• Review electronic loan documents to ensure proper placement and readability in; verify data input in the core system
• Conduct second-day checks to ensure compliance with regulatory and internal standards
• Utilize tickler systems to assist lenders in obtaining lien perfection and maintaining complete loan documentation
• Monitor and collect ongoing and outstanding collateral items (insurance, real estate taxes, title work, etc.)
• Produce and distribute reports related to documentation tracking and loan file status
• Maintain organized and accurate loan files in accordance with bank procedures
• Adhere to all bank policies, procedures, and regulatory requirements
• Perform additional duties and special projects as assigned
• Reliable and predictable attendance; both onsite and remote work