The Post-Close Quality Control (QC) Specialist is responsible for conducting comprehensive post-close reviews to ensure loan documentation accuracy, proper booking, and regulatory and policy compliance. This role plays a critical part in confirming that collateral, filings, and insurance coverage are properly perfected, released, or tracked following loan closing.
RESPONSIBILITIES AND DUTIES:
Perform post-close QC reviews of closed loans to ensure accuracy and file completeness after 1st and 2nd reviews by the LA and LO.
Review loan booking for accuracy and consistency with approved terms.
Conduct general ledger (GL) reviews to confirm proper fee placement and movement
Review and clear ticklers to ensure required post-close items are documented and satisfied
Verify final deeds of trust, assignments of rents, UCC filings, and related documents have been properly signed, notarized, and perfected.
Confirm releases have been obtained from prior institutions when applicable
Ensure required insurance policies have been obtained and properly documented according to policy.
Confirm lien perfection or is actively tracked until completion
Identify and escalate deficiencies, discrepancies, or risks for resolution
Complete additional QC-related reviews and assignments as needed.
Tickler review for proper documentation dates and next due dates.
Track deficiencies for reporting and training needs.
Assist with various other tasks as assigned.
KNOWLEDGE, SKILLS, AND ABILITIES:
Prior experience in loan administration, operations, loan documentation, QC, or post-close review preferred
Strong understanding of loan documentation, collateral perfection, and banking processes
High attention to detail and ability to identify risk and discrepancies
Strong organizational and time-management skills
Ability to work independently while meeting deadlines in a regulated environment
Intermediate to Advance skills with Microsoft Excel Spreadsheets
Knowledge of bank operations, policies and procedures.
Skill in communicating effectively with management and co-workers.
Ability to solve problems.
Ability to work as a team player.
Ability to adjust with change.
EDUCATION AND EXPERIENCE:
High School diploma or equivalent experience in banking.
Work Environment
This role collaborates closely with loan admins, lenders, and compliance teams to ensure closed loans meet internal standards and regulatory requirements.
PHYSICAL REQUIREMENTS:
PHYSICAL DIMENSIONS:
Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time.
NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel.
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Benefits
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other Full-Time benefits include:
8 paid holidays.*
17 PTO days each year for the first five years of employment. Employees must also complete the 90-day introductory period prior to accruing PTO.*
After five years, 22 PTO days each year.*
After ten years, 27 PTO days each year.*
Employees must also complete the 90-day introductory period prior to accruing PTO.*
New employees will receive 16 hours of paid sick time upon their hire date.*
Health, dental, prescription drug card, vision, and voluntary life insurance plans.
Health Savings Account with employer contributions.
Flexible medical and dependent care spending plans.
Parental Leave after one year of full time employment.
401K plan after 3 months and start of next quarter with employer contributions and profit sharing.
Free checking account and basic printed checks.
Free safe deposit box.
$50,000 group term life insurance.
Long term disability insurance.
Employee Assistance Program.
Educational Assistance.
*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the EEO KNOW YOUR RIGHTS and PAY TRANSPARENCY STATEMENT.
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