Position Overview:
The Post Closing Final Documents Manager is responsible for providing leadership, support, and guidance to the post-closing team and for ensuring that the post-closing team complies with all applicable state and federal guidelines and CrossCountry Mortgage Inc.’s (“CCM”) objectives and standards.
Job Responsibilities:
- Oversee all daily operation related to Collateral Management, MERS Registration and Transfer, Delivery Review Analysts, Insuring, Post-Closing, and Final Documents.
- Manage the post-closing pipeline.
- Provide support and coaching to the post-closing team.
- Interpret and implements guidelines for the post-closing team that are cohesive with investor, agency, federal, and state requirements.
- Run, analyze and manage prebuilt reports related to post-closing and track each post-closer’s performance, related to objectives set by management.
- Produce and deliver reports to senior management that track productivity, quality and, efficiency
- Update and manage all post-closing materials, forms, and checklists.
- Work closely with the delivery teams that deliver loans to agencies and investors to ensure the funded pipeline is purchased in timely manner.
- Build relationships with the branch managers and sales team and provide guidance when needed.
- Analyze performance to ensure the team is meeting acceptable turn time requirements and anticipate staffing constraints to meet objectives.
- Attend monthly QC meetings, analyze QC reports, identify areas retraining is needed and coordinate with the training department, and provide closers feedback and recommendations for decreasing deficiencies.
- Disseminate information to team regarding company initiatives, investor updates, process changes, goals and performance.
- Develop innovative ideas in order to improve operations and procedures.
- Monitor defects and trends around post- closing and create action plans for improvement.
Qualificationsand Skills:
- Bachelor’s degree in business or related field preferred.
- Minimum of 5 years’ experience in mortgage closing, shipping, and/or post-closing.
- Minimum of 3 years’ management experience in the mortgage industry.
- Strong knowledge of State and Federal laws pertaining to the mortgage industry (i.e. RESPA, TILA, ECOA, etc.).
- Minimum of 2 years’ experience using the Encompass loan operating system.
- Experience working with investors to clear post-closing conditions.
- Experience processing and/or underwriting conventional, FHA, VA, USDA, and 203(k).
This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
