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Responsible for reviewing, tracking, and following up on missing or incorrect loan documentation for Mortgages and Equity Loans in accordance with department objectives and policies as well as Federal and State Laws. Must utilize effective interpersonal skills to work with these individuals and obtain missing or corrected loan documentation.

Key Result Areas:  

  • Review closed mortgage and equity documents for accuracy in accordance with Federal, State, Bank Compliance and Investor standards.  Partner with Attorneys, Branches, Closing Department, Loan Servicing, Secondary Market and/or Borrowers to resolve errors and exceptions

  • Review the Closing Disclosures using TRID and Bank guidelines and resolve monetary and clerical errors in a timely fashion

  • Execute post-closing review of HELOCs and follow up with branches and attorneys to resolve exceptions

  • Obtain and upload copies of recorded documents to Encompass and ensure recording fees charged on the Closing Disclosure are accurate

  • Upload Mortgage files to the Bankers Advisory site on a weekly basis for their post-closing review. Review Bankers Advisory post-closing checklists

  • Monitor the Secondary Market and Booking pipelines for loans that are scheduled to be sold to Fannie Mae, Freddie Mac and other investors to ensure that loan closing packages are received with 24 hours of disbursement, reviewed and given to the Secondary Market Manager for sale

  • Partner with the Secondary Market Manager in order to obtain missing or corrected documentation from the Attorneys for loans that have been sold “Servicing Released”, so that the file can be packaged and shipped to the Investor

  • Review monthly trailing document reports from investors and submit requested documents

  • Administer and maintain the Post-Closing pipelines in Encompass, which includes identifying closing documentation (received, missing or incorrect), preparing and maintaining reports and reviewing documents to clear exceptions

  • Responsible for sending the branch closed Mortgages and other recordable documents to vendor; contact vendors for the GAP Insurance Certificates or Title Policies

  • Scan closing documentation and trailing documents into Encompass and verify that documents are in the correct loan file in accordance with Bank Policy.  Log and file Promissory Notes into appropriate file cabinets

  • Perform additional duties as required


  • College education or 4 minimum of 4+ years work experience                                        

  • Some banking experience, preferably in loan servicing

  • Working knowledge of lending procedures and regulations

  • Familiarity with loan documentation preferred                

  • Excellent communication (oral and written) and interpersonal skills         

  • Strong computer skills                                                  

  • Accuracy and attention to detail

  • Ability to deal with customers effectively            

  • Ability to work independently to meet deadlines                 

The above description covers the most significant responsibilities but does not exclude other occasional responsibilities and accountabilities, the inclusion of which would be in conformity with the major purpose of this job. 


Waltham, Massachusetts 

About Cambridge Savings Bank: 

Cambridge Savings Bank is a full-service financial institution with approximately $5 billion in assets that is committed to improving the quality of life in the communities it serves. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services and has branches located in Arlington, Bedford, Belmont, Burlington, Cambridge, Charlestown, Concord, Lexington, Melrose, Newton, and Watertown.

Cambridge Savings Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.