Home Equity Post-Closing/Closing Specialist

The Home Equity Post Closing Specialist is responsible for performing a detailed review of completed Home Equity and Consumer Loan packages to ensure all required documents are received, accurately executed and compliant with bank policy and regulatory requirements.

This role supports the end-to-end post-closing process – including managing title and recording workflows, tracking document deficiencies and coordinating with branch staff, title attorneys and internal operations to ensure loans are properly funded and recorded in a timely manner.  The Specialist also prepares title status reports, orders property titles and assists management with departmental initiatives to support the overall effectiveness of the team. 

Key Responsibilities 


* Perform a comprehensive review of completed HE and Consumer Loan packages returned from branches and customers to ensure all required documents are received and properly executed.


* Monitor incoming emails and completed documents through Docu-Sign and other secure delivery channels


* Review and track home equity closing calendar and closing queues to ensure completed packages are received and processed promptly


* Identify and document errors or deficiencies during post-closing review, notify closing branches and work with the closing team to prepare and deliver corrected documents


* Retrieve and combine executed closing documents for deliver to Loan Operations to enable booking and funding of loans


* Maintain and update the closing deficiency tracking log and follow up on outstanding items to resolution


* Prepare and distribute the Title Status Report three times daily 


* Order property title reports as needed and coordinate with title vendors to ensure timely delivery and accuracy


* Review and process invoices.

 


* Assist management with new initiatives, projects and process improvements

Qualifications

Experience:


* 2+ years in banking, loan operations, mortgage or HE post-closing preferred 

Skills and Competencies:


* Working knowledge of loan documents, title and recording process


* Strong attention to detail and accuracy in document review


* Proficient in Microsoft office and experience with DocuSign


* Excellent organizational, communication and problem-solving skills

Our goal is to offer our colleagues the most generous benefits package possible.

We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance.

Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!

At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed.

We are an equal oppor...