Mortgage Post-Closing Specialist at Barrett Financial

• Strong understanding of mortgage documentation, compliance, and investor delivery requirements.
• Exceptional attention to detail and organizational skills.
• Ability to prioritize and manage multiple files in a fast-paced environment.
• Excellent communication and follow-up skills.
• Experience with ARIVE LOS or similar loan origination software preferred.
  

Minimum 2 years of experience in mortgage post-closing, shipping, or related operational role.

• Review and audit closed loan packages for accuracy, completeness, and compliance with company and investor requirements.
• Verify all final documents, including executed Closing Disclosures, Notes, Deeds of Trust, and collateral documentation.
• Identify and resolve post-closing deficiencies by communicating with settlement agents, loan officers, processors, and funders.
• Prepare and deliver complete loan files to investors or lenders in accordance with delivery timelines and guidelines.
• Track receipt of trailing documents original note and collateral packages
• Ensure all final documents are uploaded and properly indexed in the Loan Origination System (LOS).
• Reconcile funding and closing data for audit and reporting accuracy.
• Maintain accurate post-closing logs and tracking systems.
• Collaborate with the Funding and Compliance teams to resolve any post-closing issues promptly.
• Support audits, investor reviews, and quality control processes as needed.