Primis Bank · 2 weeks ago
Post Closer
Ashland, VA
Full-time
Onsite
New Grad, Entry LevelPrimis Bank is seeking a Post Closer responsible for accurately receiving, funding, and boarding newly closed loans to the core system. The role involves reviewing loan documents, ensuring compliance, and communicating with various stakeholders regarding documentation.
Financial Services
Responsibilities
Review and verify loan documents to prepare for accurate boarding into the core system
Fund and board consumer loans, HELOCs, and less complex commercial loans with precision and timeliness
Prepare and organize loan documents for scanning and indexing into the document management system
Set up new loans in the system, ensuring all required data is entered correctly
Communicate proactively with Loan Officers, Relationship Managers, and Closing Agents regarding missing or incomplete closing documents
Maintain and update tickler reports on a weekly basis to ensure compliance and timely follow-up
Record new deeds of trust electronically or via mail, and ensure proper lien placement on DMV titles
Follow up on title policies and recorded collateral documents to confirm accuracy and completeness
Review recorded collateral documents and final title policies for compliance
Audit original signed loan documents, log into OPUS, create hard files, and maintain organized filing in the file room
Assign loan numbers to Loan Officers or Loan Closers as needed
Support the team by preparing or reviewing rate sheets for loan index rate updates
Maintain regular, reliable, and predictable attendance
May need to assist on other areas/functions as needed
Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices
All other duties as assigned
Qualification
Required
High School diploma or equivalent
Financial services experience
Knowledge of loan products, functions, policies and procedures, as well as loan documentation required by bank policy and state and federal regulators
Knowledge of loan data systems, loan accounting, strong personal computer skills, and ability to learn new systems
Ability to work independently with minimal supervision
Effective and professional communications
Proficient on MS Office products and departmental software
Company
Primis Bank
5001-10000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase