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Post Closing Specialist (Servicing Boarding & Trailing Docs Focus)

We are seeking a detail-oriented and highly organized Post Closer to join our dynamic team. The ideal candidate will be responsible for ensuring the accuracy and completeness of all loan documents post-closing, supporting servicing boarding activities and trailing documentation requirements, and maintaining compliance with all regulatory and company standards. This role is critical in ensuring loans are properly boarded to servicing systems and that all post-closing documentation is complete, accurate, and fully compliant.

What you’ll do:

Document Review:
Thoroughly review all post-closing loan documents to ensure accuracy, completeness, and compliance with company policies and regulatory requirements.

Servicing Boarding Support:
Prepare and validate closed loan files for servicing boarding, ensuring all required data, documentation, and conditions are satisfied for accurate and timely boarding into servicing systems.

Trailing Documentation Management:
Track, obtain, and reconcile trailing documents (e.g., recorded deeds, mortgages, final title policies, and other post-closing recordings). Ensure all trailing documents are received, reviewed, imaged, and properly stored within the loan file.

Data Entry and Maintenance:
Accurately enter and maintain loan information in the company’s loan servicing and post-closing systems.

Communication:
Serve as the primary point of contact for internal and external parties regarding post-closing documentation, servicing boarding requirements, and trailing document status.

Issue Resolution:
Identify, research, and resolve discrepancies, missing documents, or boarding-related issues to ensure timely and accurate servicing setup.

Compliance:
Stay current with mortgage regulations and servicing requirements and ensure all post-closing and boarding activities comply with federal, state, investor, and company policies.

Quality Control:
Perform quality control reviews on closed loan files to ensure they meet servicing boarding and trailing documentation requirements.

File Management:
Maintain organized and efficient electronic filing systems for all post-closing, servicing boarding, and trailing documentation.

Reporting:
Generate and analyze reports related to post-closing activities, servicing boarding pipelines, and trailing document completion status.

What you’ll need:

Minimum of 3 years of experience in mortgage post-closing, servicing boarding, or trailing document management
High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or a related field preferred
Strong attention to detail and organizational skills
Experience with servicing boarding processes and trailing document requirements strongly preferred
Excellent communication and interpersonal abilities
Proficiency in mortgage servicing platforms and MS Office applications (Word, Excel, Outlook)
Ability to manage multiple priorities and deadlines in a fast-paced environment
Strong problem-solving skills with the ability to resolve missing document and boarding issues independently
In-depth understanding of mortgage post-closing processes, servicing boarding requirements, and regulatory compliance

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants: Notice of Employee Rights

SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.