The Role
The Post-Closing Purchase Advice Specialist enters and verifies Purchase Advice data in Encompass, ensuring accuracy in post-closing documentation and identifying discrepancies while tracking production targets.
Summary Generated by Built In
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 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
Benefits
- Above market salary
- HMO on Day 1 for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- 1,000 PHP De Minimis
- Equipment and software provided
About
NightOwl Consulting was born from the desire for more! As prior clients of a BPO, we found ourselves struggling with support, understanding of our business industry, and the treatment of our global family… from this, NightOwl Consulting was born. Our mission is to connect companies with world-class talent with the overall vision to build a global family that aspires to reach its highest potential.
Skills Required
- Detail-oriented with strong organizational skills
- Experience with Encompass software
- Ability to meet production targets
- Strong attention to detail for data entry
- Ability to work in a fast-paced environment
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The Company
What We Do
NightOwl Consulting helps businesses and people realize new possibilities by connecting companies with world-class talent and building a global family that aspires to reach its highest potential.
