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Job 25970

Anaheim, CA

Job Title:
Post-Closing Specialist (Anaheim)

Long Term Temp (> 30 Days)


A Dynamic Credit Union is seeking a Post-Closing Specialist in Anaheim, CA!


This position is responsible for all the post-closing functions, including auditing the funded loan file to ensure all lender/investor requirements have been met/satisfied; managing multiple trailing reports to ensure trailing documents are reviewed by deadlines; interacting with 3rd party vendors to ensure balance and accuracy to loan file; request corrections from closing agents and title companies as required; imaging closed loan files; delivering investor requirements and ensuring the collateral documents are delivered to the collateral custodian.  Ability to handle multiple post-closing functions in a high-paced environment with multiple deadlines.


File Review of 1st Mortgage Loans

  • Validate and audit final closing package documents according to federal, state, lender, and investor guidelines.
  • Ability to detect corrections needed.  Attention to details highly.
  • Analyze defects identified in the final closing package, determine if there are any related or additional issues, and remediate according to documented procedures, utilizing internal and external resources.


  • Working knowledge of preparation, balancing, and meeting all TRID regulatory.
  • Preparing Final Disclosure to member within

Investor Shipping

  • Audits and prepares the collateral documents for shipment to collateral custodian within the allotted time frames.
  • Responsible for packaging & delivering funded loans to investors and uploading a copy to imaging.
    • Investor Stipulations
      • Verifies that all investor stipulations requested are valid and met to ensure loans are saleable & purchased.
  • Maintain trailing & shipping records and follow-up on missing/trailing documents with appropriate entity.
  • Satisfy all internal and external audit requests within the allotted time frames.


  • Responsible for the payments of FHA MIP’s, VA Funding Fees and Upfront PMI Payments, and insuring loans for FHA/VA.


  • Responsible for auditing, preparing, tracking and obtaining the final closing disclosure, final closing statement, recorded deeds of trust, assignments, and final title policies on all funded loans.

Additional Skills:

  • Excellent written and verbal communication skills.
  • Organized, self-starter, innovative and team-oriented.
  • Effective human relations skills in order to maintain positive and productive working relationships with all company’s departments.
  • Attends meetings with peers, participates in in-house training, self-studies, participates in outside seminars, conferences and classes and participates in professional associations.
  • Ability to provide excellent member service throughout the mortgage loan process.
  • Committed to company’s Mission and Vision Statements, and Core Values.
  • Ability to handle multiple tasks simultaneously with a high level of accuracy and attention to detail.
  • File maintenance of large volume of data
  • Other duties as may be assigned by management.

Basic Qualifications:

  • High School diploma, GED, or Equivalent
  • At least 2 years’ experience in post-closing and document follow up
  • Working knowledge of residential mortgage lending, including comprehensive working knowledge of closing documents and loan analysis of document integrity, funding and escrow practices, shipping and insuring and secondary mortgage markets
  • Knowledge of general mortgage lending and mortgage banking industries
  • Knowledge and experience with all aspects of loan sales, delivery and insuring operations and the compliance regulations governing same
  • Heavily RESPA, TILA, and TRID knowledge base
  • Basic knowledge in Microsoft Applications (Word, Excel, PowerPoint, Outlook, etc.). 
  • Experience with Mortgage Cadence and FICS loan servicing system
  • Experience with loan shipping sites (FHA Connection, VA, FNMA, FHLB, etc.)

Preferred Qualifications:

  • 3+ years’ experience in post-closing and document follow up
  • Notary Public in and for the State of California
  • Intermediate to Advanced proficiency in Microsoft Applications (Word, Excel, PowerPoint, Outlook, etc.). 
  • Experience utilizing multiple software


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Minimum Years of Experience:


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