Job Description

Casa Lending is the leading lender enabling professional real estate investors to take their business to the next level and scale to new heights. We offer a variety of hard money and long-term loans to meet your real estate financing needs. Whether you're a fix and flip investor, a new construction professional, looking for portfolio loans, or holding long-term rentals, we have the flexible capital you need to grow and scale your business.

At Casa Lending, we pride ourselves on providing exceptional borrower experience and maintaining healthy loan performance. As a Post-Close Specialist , you are responsible for ensuring a smooth and efficient post close audit process. This role involves verifying documentation, coordinating with various stakeholders, ensuring compliance with company and regulatory policies, and maintaining strong relationships with title companies, closing attorneys, internal stakeholders, and other partners.

What You'll Do:

Post-Closing Responsibilities:

• Review and clear post-close conditions for all loans. Collaborate with internal teams to resolve outstanding items and ensure all missing or corrected documents are properly uploaded and flagged for review.
• Work with title companies to obtain recorded documents and final title policies for all closed loans, ensuring timely receipt and maintaining accurate records.
• Oversee the tracking of original signed loan packages, communicate with title companies to confirm delivery, and ensure all documents arrive on time.
• Prepare and upload loan assignments for all closed loans, ensuring they are accessible for internal teams to locate, print, and execute, while maintaining organization and tracking.
• Identify recurring workflow issues, escalate concerns to the appropriate department, and proactively support process improvements to enhance efficiency and communication across teams.

General:

• Maintain positive working relationships with all relevant stakeholders to ensure an expedited post-closing process, enabling the timely and efficient disposition of loans.
• Track and analyze key performance indicators (KPIs) related to post-closing and lock desk functions, recommending adjustments to improve turnaround times and customer satisfaction.
• Contribute to the ongoing development and improvement of post-closing procedures, leveraging feedback and data to enhance overall efficiency.

Qualifications:

• Education: Bachelor's degree in finance, business, or related field.
• Experience: Minimum of 2 years of experience in mortgage funding, loan processing, post-closing, capital markets or a similar role within the mortgage or real estate industry.
• Strong understanding of mortgage documents and regulatory compliance requirements.
• Excellent attention to detail and organizational skills.
• Strong communication and interpersonal skills for maintaining relationships with stakeholders.
• Proficiency in mortgage software and Microsoft Office applications.
• Ability to analyze financial data and assess risk.
• Critical thinking skills to manage any discrepancies or issues that arise during the funding process.
• Ability to adapt to a new division's evolving processes and contribute to continuous improvement.
• Ability to work independently and collaboratively in a fast-paced environment.
• High level of integrity and commitment to maintaining confidentiality and regulatory compliance.
• Proactive mindset to identify and implement process improvements in a new and evolving division.

Why You’ll Love It Here:

• Innovative Environment : Be part of a forward-thinking company at the forefront of the construction finance industry, with access to cutting-edge technology and resources.
• Work Flexibility : Enjoy a flexible work environment that allows you to balance professional success with your personal life.
• National Impact : Join a nationwide operation making a significant impact on real estate development and home building across the U.S.
• Health Insurance : Builders Capital pays 100% of your medical insurance premiums, offering both PPO and HSA plans.
• Health Savings Account (HSA) : We contribute annually to your HSA account, providing additional support for your healthcare needs.
• Competitive Compensation : We offer competitive salaries that reflect your expertise and contributions.
• Paid Time Off : Take time to recharge with 3 weeks of paid time off each year.
• Paid Holidays : Enjoy 10 paid holidays annually to spend quality time with family, friends, or on personal interests.

This job posting highlights the most critical responsibilities and requirements of the job; however, there may be additional duties, responsibilities, and qualifications for this job.

Construction Loan Services II LLC (Casa Lending) and its affiliates are Equal Employment Opportunity (EEO) employers and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.

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