Sofi · Charlotte, North Carolina

Post Closing Specialist (Servicing Boarding & Trailing Docs Focus)

🏢 Sofi📍 Charlotte, North Carolina🕐 Posted 50 days ago
⏱ Full-timeHome Loans Ops Strategy✅ Direct from employer ATS
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About this role

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us

Together with our members, we’re changing the way people think about and interact with personal finance

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way

Join us to invest in yourself, your career, and the financial world

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 requiremen

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