Post Closing Manager Location Hybrid remote in Houston, TX : 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.
