Liberty Bank - CT · 1 day ago
Post Closing Specialist
Liberty Bank is committed to investing in their teammates and promoting a sustainable future. The Post Closing Specialist is responsible for the successful delivery of loans to the secondary market, performing closed loan audits, and managing documents within a paperless environment.
BankingFinancial Services
Responsibilities
Prepares loans and reviews files for salability, ensuring that the loans meet investor requirements
Schedules deliveries within commitment deadline and allows time to correct any errors, replacements
Prepares and manages the delivery of all pertinent documents to document custodian
Follow up on any/all delivery problems, including research and resolution, clearing up all problems, ensuring complete funding and no monetary penalties
Ensures that all investor shipping software is current and tests for data integrity
Performs post-closing audits of loan files received from attorneys after closing and inputs data in LOS
Follows up on outstanding closing documents from closing attorneys. This includes research and resolution of auditing issues within specified time frames to avoid repurchase or monetary penalties by ensuring files comply with internal and external procedures/regulations
Scan, upload and index documents within the LOS Image Center
Maintains effective working relationships with internal and external contacts including customers, attorneys, appraisers, investors, and internal stakeholders
Assists with all rate changes for mortgage and consumer rate products and distributes to all
Make recommendations regarding the workflow process
Ensure compliance with secondary market regulations and company protocols
Work with internal stakeholders to make informed recommendations
Qualification
Required
Two to Four years' experience in post-closing, loan auditing, loan shipping or closing area
Product knowledge to include all types of mortgage loans
Ability to effectively navigate through the Loan Origination System and related programs including Microsoft products
Knowledge of Fannie/Freddie requirements, correspondent investor guidelines and procedures, and knowledge of state agency programs like CT Housing Finance Authority and MA Housing
Ensures adherence to and knowledge of applicable bank policies, state and federal regulations including but not limited to TRID, Fair Lending, RESPA, and HMDA
Ability to prioritize workload, work independently and effectively meet critical deadlines
Strong analytical skills and familiarity with state/federal compliance guidelines
Company
Liberty Bank - CT
Established in 1825, Liberty Bank has over $8.0 billion in assets and more than 50 banking offices across Connecticut and Massachusetts.
Funding
Current Stage
Late StageRecent News
Hartford Business Journal
2025-07-13
2025-07-07
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