BPL Post Closing Specialist - Valere Commercial

About the Role

Day-to-day, the role entails preparing, reviewing, and distributing loan data tapes, supporting the transfer of post-closing loan images, and responding to questions from internal teams and external partners. The ability to maintain excellent attention to detail and manage multiple deadlines is essential. The role is part of a dynamic, growing environment where processes are evolving, requiring adaptability and a willingness to learn.

The team context is collaborative, with operations leadership maintaining smooth post-closing workflows and identifying process gaps for improvement. Reporting structures are hierarchical, with clear lines of communication to ensure timely and accurate information flow.

What You Will Do

• Prepare, review, and distribute loan data tapes for investors, servicers, warehouse partners, or internal stakeholders, ensuring accuracy, completeness, and adherence to required formats and timelines.
• Support and execute the transfer of post-closing loan images and document packages from the Loan Origination System (LOS) to SFTP repositories.
• Monitor for successful delivery, troubleshoot issues, and validate completeness of loan images and document packages.
• Respond to questions from internal teams and external partners regarding loan files, documentation status, corrections, and exceptions.
• Assist with preparing and organizing files for post-closing audits, investor reviews, or internal quality control.
• Track findings, follow up on remediation items, and ensure documentation meets all compliance and underwriting standards.
• Support the movement, tracking, and reconciliation of collateral documents, final recorded documents, and title policies.
• Coordinate with internal counterparts that work with title companies, custodians, and servicing partners to ensure timely receipt, accuracy, and proper delivery.
• Collaborate with operations leadership to maintain smooth post-closing workflows, identify process gaps, recommend improvements, and support scaling efforts as Valere Commercial grows.

What We Are Looking For

• Experience in mortgage, private lending, or commercial real estate finance is preferred.
• Familiarity with LOS platforms, SFTP processes, and document management tools.
• Skilled in maintaining excellent attention to detail and managing multiple deadlines.
• Excellent communication skills for working with third-party partners.
• Ability to work in a dynamic, growing environment with evolving processes.
• Comfortable with maintaining data integrity and ensuring compliance with regulatory requirements.
• Strong organizational skills to prioritize tasks and manage workflow efficiently.
• Ability to collaborate with internal teams and external partners effectively.

Nice to Have

• Experience with Excel and data analysis.
• Knowledge of mortgage regulations and compliance standards.
• Certification in mortgage lending or a related field.
• Experience with project management tools and software.

Benefits and Perks

• Competitive compensation plan.
• Robust benefits package, including medical, dental, vision.
• 401K plan for retirement savings.
• Company-provided short-term disability.
• Employee assistance program.
• Wellness program.
• Opportunities for career growth and professional development.
• Collaborative and dynamic work environment.
• Recognition and rewards for outstanding performance.

• Ensure your Excel skills are up-to-date, as they are crucial for this role.
• Highlight any experience you have with LOS platforms, SFTP processes, and document management tools in your application.
• Prepare examples of how you maintained data integrity and ensured compliance in previous roles.
• Be ready to discuss how you handle multiple deadlines and prioritize tasks efficiently.
• Show enthusiasm for working in a dynamic environment and willingness to learn and adapt.
• Consider obtaining certifications in mortgage lending or related fields to stand out as a candidate.