Post-Closing Purchase Advice Specialist

Key Responsibilities

• Accurately enter Purchase Advice details into Encompass for closed loans (high volume, high accuracy). 
•  Review Purchase Advice and 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