Post Closing Specialist:

The Post Closing Specialist is responsible for ensuring that all post-closing activities related to

escrow transactions are completed accurately and efficiently. This includes ensuring that all

documents are properly executed, recorded, and delivered, and that all funds are accurately

disbursed.

Job Responsibilities:

· Responsible for issuing final checks per transaction

· Ensuring accurate mailing/overnight addresses

· Confirm all required supporting documentation is included with payment

· Manages returned payments and/or funds as applicable

· Coordinate with branch to obtain any missing information or documentation.

· Verify wire confirmations, certified checks and confirm that all funds have been received

and file is balanced.

· Initiate all wire request with National Wire Desk.

· Disburse funds according to the closing statement and ensure all parties receive the

correct amounts.

· Process 1099’s.

· Handle post-closing issues such as payoffs, escrow shortages, stop payments, outstanding

checks, refund issues.

· Provide exceptional customer service to all parties involved in the transaction.

 

Education / Experience

• Demonstrated understanding of the real estate transaction including knowledge about

the different aspects of the “life of a file.”

 

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

 

 

 

• Self-motivated - able to work independently with a sense of urgency in a fast-paced, high

volume paperless environment.

• People first approach- providing exceptional customer service to Escrow Officer, agents,

and other appropriate parties throughout the transaction process.

• Technical- ability to learn and navigate multiple software systems with a high level of

competency.

• Critical Thinking/Problem solving—the individual identifies and resolves problems in a

timely manner, gathers and analyzes information thoughtfully and maintains

confidentiality.

• Partnership/Collaboration—the individual remains open to others' ideas and exhibits

willingness to try new things.

 

 

• Oral/Written Communication—the individual speaks clearly and persuasively in positive

or negative situations to clearly advise and resolve any issues.

• Quality Assurance —the individual demonstrates accuracy and thoroughness and

monitors own work to ensure quality.

• Adaptability—the individual adapts to changes in the work environment, prioritizes and

manages competing demands, and can deal with frequent change, delays, or unexpected

events while remaining resilient.

• Building Collaborative Relationships – the individual develops, maintains, and

strengthens partnerships with agents and colleagues while providing information,

assistance, and support.