BNY Mellon Mortgage Closer Account Exec in Boston, Massachusetts

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.


The incumbent will oversee the closing process which includes communicating and working closely with both external clients and internal Mortgage Banking Officers (MBOs) and Account Executives (AEs) to ensure timely and accurate closings, making it a positive experience for our clients. Reviews all preliminary information on a mortgage title. The candidate will be responsible for working very closely with attorneys and settlement agents and coordination of mortgage closings on a national basis. Evaluates and reviews files thoroughly to ensure files are documented and properly authorized per bank policy and procedures, as well as, ensuring the file meets all regulatory standards. S/he is responsible for performing closing duties including the preparation and review of all closing documents in accordance with corporate, state and federal regulations. Ensures all closing conditions are met including, but not limited to reviewing insurance, flood, HUD1s and all other regulatory requirements. Also has responsibility for overseeing and monitoring the timely disbursement of bank funds to settlement agents. Coordinates and works closely with our service provider to ensure loans are timely and accurately set up in the loan servicing system. The incumbent is responsible for reviewing and ensuring all signed closing documents are received and executed properly. The incumbent must have the ability to work well in a fast-paced environment, and complete tasks in an accurate and timely manner, work independently and have the capability to determine if an issue requires escalation for resolution. Incumbent will regularly interact with internal MBOs and AEs to ensure maximum customer service and adherence to strict compliance regulations.


Excellent written and verbal communication skills and strong interpersonal skills are necessary. Proven work history of overseeing all aspects of individual mortgage closings on a national basis. BA/BS or equivalent experience is preferred. 3-5 years related mortgage experience, including experience in closing and mortgage file review required.

  • BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.

Minorities/Females/Individuals With Disabilities/Protected Veterans.*

  • Primary Location:* United States-Massachusetts-Boston

  • Internal Jobcode:* 32523

  • Job:* Wealth Management

  • Organization:* BNYM Wealth Management-HR06268

  • Requisition Number:* 1609273

Category: Wealth Management