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About the Position

Mortgage Loan Shipping/Post Closing Specialist

Location: Lexington

Responsible for receipt of final documents, tracking processes and follow up in order that pre-purchase and suspense conditions (internal and investors) are resolved for delivery of loans to investors by deadlines.  This position also insures compliance with operating procedures.  

Essential Duties and Responsibilities
  • Download, review, and monitor loan pre-purchase suspense conditions.
  • Ensure files reviewed and completion of tasks at various points of the file flow are compliant with quality initiatives and set turn time expectations.
  • Produce and submit timely and accurate management reporting.
  • Communicate clearly and concisely with appropriate staff regarding resolution of file issues including suspense conditions within response deadlines.
  • Obtain and submit supporting documentation to clear suspense conditions (internal and Investor) by deadline in order to minimize monetary penalties.
  • Maintain current knowledge of Investor/Agency documentation requirements to ensure appropriate documentation is obtained to clear conditions.
  • Ensure accuracy and clarity of document images in appropriate systems.
  • Accurately index and transfer package image to permanent retention site.
  • Coordinate execution of required assignment document for loan delivery.
  • Validate and input accurate data into origination systems.
  • Develop and maintain high level customer service.
  • Create effective relationships and communication with teammate and partners.
  • Complete investor proprietary submission documents for successful loan deliveries.
  • Register loans with MERS within required turn times and transfer as appropriate on service release loans.
  • Produce and monitor MERS reports as required in MERS QC plan relative to membership level.
  • Activate MI and submit payment to insurers as appropriate.
  • On government loans, submit premium payments; register/submit packages for loan guaranty; perform accurate data entry into proprietary systems as required.
  • Track receipt of guaranty certificates.
  • Download, review and monitor service released sold loan final documents reports from investor proprietary sites; submit requests for revision as necessary.
  • Track receipt of final documents within investor/Agency defined timelines.
  • Provide follow up communication to closing agents and title insurers on procedural timelines to ensure prompt receipt of final documents.
  • Provide backup support to other Secondary Marketing employees once cross-training is completed.


  • Bachelor’s degree, or 3 years of related experience preferred, or an equivalent combination of education and experience.
  • Experience with Secondary Market shipping and closing investor requirements preferred.
  • Familiarity with residential mortgage closing documents. 
  • Ability to work with direction from supervisor.
  • Ability to effectively multi-task in a close working environment.
  • Excellent customer service and interpersonal skills.
  • Proficiency in using personal computers and office products (e.g., Word, Excel).
  • Basic problem-solving and analytical skills.Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Excellent oral and written communication skills.
  • Ability to compute basic to moderately complex math calculations.