Sundae Funding - Post-Closing Specialist (San Francisco Bay Area)

Salary: $50,000 - $60,000

The Role

 

Sundae is initiating its buildout of its Post Closing Department which is tasked with ensuring successful loan trades with our secondary market partners and will conduct complete audits of all loan files and clear all stipulations as provided by our investors. This role will be the first hire in our Post Closing Department.  This is an opportunity to work with a fast-paced team that values candor, authenticity, and creativity, while experiencing significant personal and professional growth. As a Post Closing Specialist, you will work cross functionally with the loan origination and capital markets teams. The position requires an individual that is detail-oriented, self-motivated, and reliable. The right candidate must possess the ability to prioritize tasks and manage multiple files at once.

 

Key Responsibilities

• New loan set-up process including uploading loan files to Loan Investor and Loan Servicer portals
• Monitor weekly condition reports from Loan Investors
• Working with internal staff and external parties to obtain the needed documentation to cure/resolve all items that affect the salability of the loan in a timely manner
• Maintain and manage a pipeline report to ensure all loan documents shipped are either conditioned or purchased in a timely manner
• Scanning, dividing, and organizing complex loan packages into individual documents and shipping to Loan Investors
• Assist borrowers/vendors  with servicing needs such as loan payoffs,  loan payments, loan extensions, & hazard insurance.

 

About You

• Excellent written and verbal communication skills
• Extreme attention to detail and ability to work on multiple projects simultaneously
• Strong people skills; Ability to convey needs and build rapport with borrowers
• Empathic, active listening
• Meticulous file of pipeline management
• Effective time management and task prioritization
• Comfortable in unstructured environments
• Politely persistent
• Technologically literate (Google Suite - gdocs/gsheets/gmail, Microsoft Excel) 
• Ability to adapt to change quickly
• Critical thinking and problem solving skills
• Must work well in a team environment

 

Prior Experience and Education

• Notary Public  or willing to become licensed after joining
• High school diploma or degree from an accredited college or university
• One year of work experience as a title processor/settlement processor (recommended)
• Prior experience utilizing Salesforce (recommended)

 

Location

• Position is fully remote with priority  given to locally based San Francisco North Bay candidates. For local candidates, travel to pick up documents  will be required 2-3 times per week in  Benicia, CA. 

 

Compensation & Benefits 

• The salary range for this position is $50,000 - $60,000 
• Competitive benefits package with 100% paid premiums for employee and 80% for dependents
• Compelling equity package based on experience

 

We here at Sundae strive to build a workforce comprised of individuals with diverse backgrounds, abilities, minds, and identities that will help us to grow, not only as a company, but also as individuals. Sundae is an Equal Opportunity Employer.

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