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交割后购买建议专员

雇主

NightOwl Consulting

地点

远程 · 菲律宾

待遇

PHP 35,000 - PHP 50,000 / monthly

工作模式

远程

截止日期

12月12日

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岗位摘要

We’re hiring a detail-oriented Post-Closing specialist to enter and verify Purchase Advice data in Encompass.

岗位职责

We’re hiring a detail-oriented Post-Closing specialist to enter and verify Purchase Advice data in Encompass. This role focuses on accurate, timely system updates to support secondary/servicing/finance processes after loan closing. This position does not handle trailing documents. Key Responsibilities
Accurately enter Purchase Advice details into Encompass for closed loans (high volume, high accuracy).
Review Purchase Adviceand related post-close source documents to confirm key data points such as:
Purchase date, purchase price, net proceeds, premium/discount (as applicable)
Fees/adjustments, escrow/impounds details (if applicable), principal balance/UPB
Investor and servicing-related fields including first payment due (as applicable to your workflow)
Validate that Encompass reflects the correct final terms (e.g., note rate, loan amount/UPB, key dates) based on source documentation
Identify discrepancies, document findings clearly in Encompass notes, and escalate exceptions to the appropriate internal team (Secondary/Shipping/Accounting/Post-Close lead)
Maintain clean audit trails: consistent naming, comments, and checklist completion per SOP.
Track assigned pipeline, meet daily/weekly production targets, and provide status updates as needed.
Skills, Knowledge and Expertise
Enter and update Purchase Advice information accurately in Encompass
Review post-closing documents to make sure loan details match the system
Check key loan information such as dates, amounts, fees, and escrow details
Confirm final loan terms (rate, loan amount, important dates) are correct
Spot differences or errors and note them clearly in the system
Escalate questions or issues to the appropriate internal team when needed
Keep records organized and audit-ready by following established procedures
Manage an assigned pipeline and stay on track with daily and weekly goals
Provide basic status updates on assigned loans
Understand how accurate post-closing data supports servicing and finance teams
Benefits
Above market salary
HMO on Day 1 for principal and two dependents
Government-mandated benefits
Performance-based Incentives
Quarterly CompanyEvents
1,000 PHP De Minimis
Equipment and software provided
Originally posted on Himalayas

申请条件

- 注重细节,能够准确、及时地录入和核对数据
- 熟练使用 Encompass 系统,能够录入和更新 Purchase Advice 信息
- 能够审查贷款结清后文件,确认贷款详情与系统一致
- 能够核对关键贷款信息,如日期、金额、费用和托管详情
- 能够确认最终贷款条款(利率、贷款金额、重要日期)正确无误
- 能够识别差异或错误,并在系统中清晰记录
- 能够在需要时向相应内部团队上报问题
- 能够遵循既定流程,保持记录有序且可审计
- 能够管理分配的工作流,达成每日和每周目标
- 能够提供所负责贷款的基本状态更新
- 理解准确的后结清数据如何支持二级市场/服务/财务流程
- 能够处理大批量、高准确率的数据录入工作
- 能够审查 Purchase Advice 及相关后结清源文件,确认购买日期、购买价格、净收益、溢价/折价、费用/调整、托管/代管详情、本金余额/UPB、投资者和服务相关字段(包括首次还款到期日)
- 能够维护清晰的审计轨迹,包括一致的命名、注释和按 SOP 完成检查清单

雇主简介

NightOwl Consulting provides mortgage loan processing and compliance services, focusing on preparing and reviewing Initial Closing Disclosures (ICD) to ensure regulatory compliance and accurate loan documentation.

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数据来源:Himalayas

岗位信息来源于公开渠道,版权归原作者所有