What are the responsibilities and job description for the Home Equity Post-Closing/Closing Specialist position at Rockland Trust?
The Home Equity Post Closing Specialist is responsible for performing a detailed review of completed Home Equity and Consumer Loan packages to ensure all required documents are received, accurately executed and compliant with bank policy and regulatory requirements. This role supports the end-to-end post-closing process - including managing title and recording workflows, tracking document deficiencies and coordinating with branch staff, title attorneys and internal operations to ensure loans are properly funded and recorded in a timely manner. The Specialist also prepares title status reports, orders property titles and assists management with departmental initiatives to support the overall effectiveness of the team.
Key Responsibilities
- Perform a comprehensive review of completed HE and Consumer Loan packages returned from branches and customers to ensure all required documents are received and properly executed.
- Monitor incoming emails and completed documents through Docu-Sign and other secure delivery channels
- Review and track home equity closing calendar and closing queues to ensure completed packages are received and processed promptly
- Identify and document errors or deficiencies during post-closing review, notify closing branches and work with the closing team to prepare and deliver corrected documents
- Retrieve and combine executed closing documents for deliver to Loan Operations to enable booking and funding of loans
- Maintain and update the closing deficiency tracking log and follow up on outstanding items to resolution
- Prepare and distribute the Title Status Report three times daily
- Order property title reports as needed and coordinate with title vendors to ensure timely delivery and accuracy
- Review and process invoices.
- Assist management with new initiatives, projects and process improvements
Qualifications
Experience:
- 2 years in banking, loan operations, mortgage or HE post-closing preferred
Skills and Competencies:
- Working knowledge of loan documents, title and recording process
- Strong attention to detail and accuracy in document review
- Proficient in Microsoft office and experience with DocuSign
- Excellent organizational, communication and problem-solving skills
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
"Rockland Trust is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. We recognize that in competitive financial services markets, employees make the difference between an ordinary company and an excellent one. Employees come to Rockland Trust with different backgrounds and experiences. These differences together can result in greater creativity, better insights, and improved decision-making, all vital to Rockland Trust's success in the New England marketplace.
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 781.982.6198 or email Careers@RocklandTrust.com for assistance. "
