Post Closing Specialist

Valley National Bancorp

  • St Petersburg, FL
  • 23 days ago

    Highlights

    Follow up to ensure all loan closing packages are received timely from various lending teams and provide direct communication and timely reporting to all business lines -- escalate items to Management when needed. Perform post-closing follow up with lenders and legal counsel for missing or corrected documents, and obtain proper approvals to waive required items if necessary.

    Numbers & Facts

    LocationSt Petersburg, FL

    Description

    Responsibilities include but are not limited to:

    • Perform post-closing review of required loan closing documents for accuracy and completeness; review loan approval; read and review commitment letters if applicable.
    • Ensure all closing documents and regulatory documents are provided to properly evidence the loan and perfect the bank''s security interest.
    • Perform post-closing follow up with lenders and legal counsel for missing or corrected documents, and obtain proper approvals to waive required items if necessary.
    • Respond to questions concerning loan documentation from lenders, legal counsel or other bank colleagues.
    • Follow up to ensure all loan closing packages are received timely from various lending teams and provide direct communication and timely reporting to all business lines -- escalate items to Management when needed.
    • Collaborate with internal departments (closing, funding, booking, and quality control) to resolve discrepancies or missing documentation.
    • Ensure adherence to established service standards, including maintaining confidentiality of work-related information and materials.
    • Effectively use interpersonal and communications skills, including tact and diplomacy, and maintain a cooperative and professional manner with internal and external customers.
    • Support audit and internal review requests.
    • Accurately complete the post-closing information on the Enterprise Loan Servicing Log.

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