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Senior Post Close Operations Specialist
ZippySenior Post Close Operations Specialist executing post-close operations and managing investor deliveries for Zippy's loan processes.
Posted 5/12/2026full-timeRemote • Arizona, Connecticut, Florida, Illinois, Louisiana, Maryland, Missouri, Montana, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Wisconsin • 🇺🇸 United StatesSeniorWebsite
About the role
Key responsibilities & impact- Own investor findings & remediation: Identify and resolve post-close defects with QA and internal teams. Drive fixes quickly to meet investor timelines and avoid delays.
- Manage loan sale & investor delivery: Prepare and deliver loan packages to investors. Track which loans are sellable vs. blocked and act.
- Keep loans moving off the warehouse line: Monitor aging and ensure loans do not sit too long. Reduce capital exposure by pushing loans through funding/sale.
- Coordinate funding readiness: Validate all prior-to-funding conditions are cleared. Reconcile payoffs, liens, and funding details. Signal Accounting when loans are ready to be funded.
- Troubleshoot insurance issues: Ensure policies are bound correctly. Resolve discrepancies that could delay funding or sale.
- Growth & leadership opportunity: This role begins as an individual contributor with full ownership of post-close operations, with a clear path to team leadership and broader functional ownership as the business scales.
Requirements
What you’ll need- 3–5+ years in mortgage operations, post-close, capital markets, or similar role
- Experience with loan sales, warehouse lending or investor delivery
- Strong understanding of loan life cycle from closing to sale and investor requirements/document standards.
- Proven ability to manage multiple loans/deadlines simultaneously and troubleshoot complex operational issues.
- Comfortable in an uncertain, fast-paced environment that will evolve as our technology and business scales.
- High attention to detail and process oriented
- Proactive and autonomous worker.
- Collaborative and innovative with a strong desire for the entire team to win together.
- Proficiency in Microsoft Office and other software tools.
- Proficient in technology and changing environments.
- Undergraduate degree or extended relevant work experience.
Benefits
Comp & perks- Competitive Compensation: We offer a competitive salary with the potential for annual bonuses and variable pay, depending on your skills and experience.
- Equity for All: As a part of our commitment to shared success, all employees receive equity in the company, allowing you to share in the growth and achievements of Zippy.
- Remote Work: Enjoy the flexibility of working from home in a dynamic, remote-first environment.
- Comprehensive Health Coverage: We provide medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance for you and your family.
- Flexible Spending Accounts: Take advantage of medical & dependent care FSAs to help manage your expenses.
- Training & Licensing Support: We invest in your professional growth with resources for training and licensing.
- Paid Time Off: We offer generous PTO—and we encourage you to use it!
- Wellbeing Programs: Access a variety of wellbeing resources, including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more through our Sequoia Wellbeing Programs.
- Parental Leave: We provide paid parental leave to support you and your growing family.
- No Meeting Wednesdays: Enjoy a mid-week break from meetings to focus and recharge.
- Vibrant Slack Community: Engage with colleagues in our lively remote Slack community, featuring fun channels that connect people around shared interests like travel, pets, sports, food, and more.
- Career Growth: We believe in promoting from within, offering you opportunities to grow your career with us.
ATS Keywords
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Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
mortgage operationspost-closecapital marketsloan saleswarehouse lendinginvestor deliveryloan life cycletroubleshootingattention to detailprocess orientation
Soft Skills
proactiveautonomouscollaborativeinnovativestrong desire for team successability to manage multiple deadlinesadaptability in fast-paced environmentsstrong communicationleadership potentialproblem-solving