Post Closing Manager

Quest Trust Company is a premier Self-Directed IRA custodian that administers IRAs for the purpose of investing in alternative investments, like real estate, notes, oil and gas, private placements, and more!

OVERVIEW:

The Post Closing Manager is responsible for managing and overseeing all aspects of the Post Closing operations. Key duties include overseeing the training and daily workflow of all Post-Closing employees, ensuring the accuracy and organization of all original documents and executed reports, and reviewing ways to improve the efficiency of the Post-Closing Department while adhering to company policy and procedures.

BENEFITS:

Here at Quest Trust Company, we are proud to offer a comprehensive and competitive benefits package that supports our employees' health, well-being, and success.

• Growth: Excellent growth and professional development opportunities such as, online courses and other training sessions
• Health Insurance: begins the 1st month after 60 days of full-time employment
• Paid Parental Leave: 12 weeks of 100% Paid Parental Leave available after one year of service
• Time-Off: 8 Paid Holidays, 10 paid vacation days after one year of service, increases to 15 days after five years of service (with the option to rollover 40 hours of vacation)
• Personal Time: 66 hours of personal time per year available the 1st month after 60 days of full-time employment (24 additional hours awarded in 2024)
• 401(k): 401(k) plan enrollment after one year of service
• Work from home: Eligible for hybrid work schedule and 2 paid vacation days after successful completion of new hire training
• Enhance skills: Offers an extensive training program for new hires

RESPONSIBILITIES:

As the Post Closing Manager, you'll be responsible for:

• Overseeing and managing the daily operations of the Post-Closing department and recommending improvements to post-closing procedures and workflow
• Assisting clients with inquiries, requests, and concerns regarding their upcoming investments while using world-famous customer service
• Verifying accuracy and organization of all original documents and executed reports
• Managing Asset Disposition including maturity date changes on promissory notes, payoffs, and release of liens through Salesforce
• Ensuring compliance with all regulatory guidelines and company policies
• Developing and analyzing performance metrics and reports to identify areas of improvement
• Performing other job-related duties as required

REQUIREMENTS:

To be considered for the role of Post Closing Manager, here are the skills we're looking for:

• Previous leadership experience (a minimum of 3 to 5 years of directly job-related experience recommended)
• Previous mortgage/ real estate experience (a minimum of 3 to 5 years of directly job-related experience recommended)
• Strong problem-solving skills to interpret investment documents
• Time-management skills with the ability to organize and prioritize tasks
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)
• Type minimum 55-60 WPM (from our preferred link: )
  • Attach screenshot of results to resume
• Adaptable and able to work well in a team environment
• Salesforce platform or compatible CRM experience preferred

EDUCATION & EXPERIENCE:

• A high school diploma is required
• A Bachelor's degree is preferred
• A minimum of 3 to 5 years of directly related experience recommended

We believe that by building a diverse and inclusive workforce, we can better serve our clients, our industry, and our community. We seek to attract and retain the best talent from a variety of backgrounds and perspectives and are committed to providing a supportive and inclusive environment where all employees can thrive.