BPL Post Closing Specialist - Valere Commercial

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:
The BPL Post Closing Specialist plays a critical role in ensuring a smooth and accurate transition from loan closing to loan boarding and final file settlement.

This role supports Valere Commercial’s post-closing workflows by coordinating data, documentation, third-party communications, and audit requirements to ensure compliance, data integrity, and timely delivery of final collateral and documentation.

Job Responsibilities:
• 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, including monitoring for successful delivery, troubleshooting issues, and validating completeness.
• Respond to questions from internal teams and external partners (warehouse banks, investors, custodians, brokers, and other third parties).
• Provide timely and accurate information 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.

Qualifications and Skills:
• Experience in mortgage, private lending, or commercial real estate finance, preferred.
• Familiarity with LOS platforms, SFTP processes, and document management tools.
• Comfortable working in a dynamic, growing environment with evolving processes.
• Skilled in maintaining excellent attention to detail and managing multiple deadlines.
• Excellent communication skills for working with third-party partners.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.