CPT Finance Specialist Jobs
Finance Specialist CPT roles cover financial analysis, budgeting, forecasting, and reporting work that qualifies when your degree program requires applied finance experience. Your DSO must authorize CPT before you start, and the position must appear in your I-20 as curriculum-integrated. Part-time CPT (under 20 hours per week) keeps your full-time OPT eligibility intact after graduation.
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Get Access To All JobsINTRODUCTION
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
POSITION OVERVIEW
The Post-Closing Final Documents Specialist of Cooperative & CEMA Loans is responsible for the end-to-end post-closing processing, review, curing, and delivery of trailing documents for cooperative mortgage loans and Consolidation, Extension, and Modification Agreements (CEMAs). This role requires advanced knowledge of New York recording requirements, cooperative housing documentation, and investor-specific trailing document standards. The Post-Closing Final Documents Specialist – CoOp & CEMA ensures all final documents are accurate, compliant, recorded, and delivered within required investor timelines, with a high degree of precision and ownership over an assigned pipeline.
JOB RESPONSIBILITIES:
- Review executed cooperative loan closing packages for completeness and accuracy, including recognition agreements, proprietary lease and stock certificate documentation, UCC‑1 financing statements, and cooperative assignments and applicable riders.
- Confirm compliance with cooperative corporation requirements, managing agent instructions, and investor guidelines.
- Track, follow up, and cure missing or defective cooperative-specific trailing documents.
- Review and process executed CEMA packages to ensure the accuracy of the Consolidation, Extension, and Modification Agreement, prior note and mortgage references, and all related gap mortgages, assignments, and satisfactions.
- Coordinate with settlement agents, recording offices, and title companies to ensure correct recording order, proper indexing, and the timely return of recorded instruments.
- Identify and resolve recording rejections, document discrepancies, or title defects impacting the CEMA structure.
- Actively manage a dedicated pipeline of cooperative and CEMA loans.
- Obtain, review, and submit all required trailing documents within investor timelines, including recorded mortgages and CEMAs, assignments and satisfactions, and UCC filings and amendments.
- Upload documents to loan onboarding and document management systems with accurate indexing and metadata.
- Prepare complete final document packages for investor delivery.
- Respond to investor inquiries and document exceptions related to cooperative and CEMA loans.
- Escalate aged items, title defects, or complex issues to the Team Lead or Manager with recommended resolutions.
- Partner with closing, title, and servicing teams to resolve post-closing issues efficiently.
- Ensure adherence to investor guidelines, state and local recording requirements, and internal post‑closing policies and procedures.
- Maintain audit-ready loan files with clear documentation trails.
- Participate in quality control reviews and remediation efforts as needed.
QUALIFICATIONS AND SKILLS:
- High school diploma or equivalent required; associate or bachelor’s degree preferred.
- 3+ years of post‑closing or final documents experience, with familiarity in cooperative loans and New York CEMA transactions.
- Advanced knowledge of New York recording requirements, cooperative housing documentation, and trailing document investor standards.
- Advanced understanding of cooperative and CEMA loan structures.
- Excellent attention to detail and document accuracy.
- Skilled in independently managing a complex pipeline with minimal oversight.
- Skilled in working effectively in a dynamic, deadline‑driven environment.
- Skilled in maintaining a high level of accountability and ownership over assigned loans.
- Excellent communication skills while collaborating with internal teams and external partners.
- Excellent problem-solving skills with a proactive approach to curing defects.
- Proficiency in loan servicing, imaging, and document tracking systems.
This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com
California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.
INTRODUCTION
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
POSITION OVERVIEW
The Post-Closing Final Documents Specialist of Cooperative & CEMA Loans is responsible for the end-to-end post-closing processing, review, curing, and delivery of trailing documents for cooperative mortgage loans and Consolidation, Extension, and Modification Agreements (CEMAs). This role requires advanced knowledge of New York recording requirements, cooperative housing documentation, and investor-specific trailing document standards. The Post-Closing Final Documents Specialist – CoOp & CEMA ensures all final documents are accurate, compliant, recorded, and delivered within required investor timelines, with a high degree of precision and ownership over an assigned pipeline.
JOB RESPONSIBILITIES:
- Review executed cooperative loan closing packages for completeness and accuracy, including recognition agreements, proprietary lease and stock certificate documentation, UCC‑1 financing statements, and cooperative assignments and applicable riders.
- Confirm compliance with cooperative corporation requirements, managing agent instructions, and investor guidelines.
- Track, follow up, and cure missing or defective cooperative-specific trailing documents.
- Review and process executed CEMA packages to ensure the accuracy of the Consolidation, Extension, and Modification Agreement, prior note and mortgage references, and all related gap mortgages, assignments, and satisfactions.
- Coordinate with settlement agents, recording offices, and title companies to ensure correct recording order, proper indexing, and the timely return of recorded instruments.
- Identify and resolve recording rejections, document discrepancies, or title defects impacting the CEMA structure.
- Actively manage a dedicated pipeline of cooperative and CEMA loans.
- Obtain, review, and submit all required trailing documents within investor timelines, including recorded mortgages and CEMAs, assignments and satisfactions, and UCC filings and amendments.
- Upload documents to loan onboarding and document management systems with accurate indexing and metadata.
- Prepare complete final document packages for investor delivery.
- Respond to investor inquiries and document exceptions related to cooperative and CEMA loans.
- Escalate aged items, title defects, or complex issues to the Team Lead or Manager with recommended resolutions.
- Partner with closing, title, and servicing teams to resolve post-closing issues efficiently.
- Ensure adherence to investor guidelines, state and local recording requirements, and internal post‑closing policies and procedures.
- Maintain audit-ready loan files with clear documentation trails.
- Participate in quality control reviews and remediation efforts as needed.
QUALIFICATIONS AND SKILLS:
- High school diploma or equivalent required; associate or bachelor’s degree preferred.
- 3+ years of post‑closing or final documents experience, with familiarity in cooperative loans and New York CEMA transactions.
- Advanced knowledge of New York recording requirements, cooperative housing documentation, and trailing document investor standards.
- Advanced understanding of cooperative and CEMA loan structures.
- Excellent attention to detail and document accuracy.
- Skilled in independently managing a complex pipeline with minimal oversight.
- Skilled in working effectively in a dynamic, deadline‑driven environment.
- Skilled in maintaining a high level of accountability and ownership over assigned loans.
- Excellent communication skills while collaborating with internal teams and external partners.
- Excellent problem-solving skills with a proactive approach to curing defects.
- Proficiency in loan servicing, imaging, and document tracking systems.
This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com
California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.
See all CPT Finance Specialist Jobs
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Get Access To All JobsFinance Specialist CPT: Frequently Asked Questions
Does Finance Specialist work qualify for CPT authorization?
Yes, if the position involves duties your degree program formally requires, such as financial analysis, forecasting, or portfolio reporting. CPT isn't based on the job title alone. Your DSO evaluates whether the specific tasks in the offer letter connect to a course or practicum in your curriculum. Generic administrative finance work without a curricular tie typically won't qualify.
How do I find Finance Specialist employers who accept CPT students?
Migrate Mate shows Finance Specialist roles from employers with documented work authorization filing history, which helps you avoid spending time on openings where F-1 CPT is a nonstarter. Look for postings that mention curricular practical training or work authorization flexibility in the job description, and confirm CPT acceptance directly with the recruiter before your DSO submits the authorization.
Can I do full-time CPT as a Finance Specialist without losing OPT?
Only if cumulative full-time CPT stays under 12 months across your entire degree program. Full-time CPT for 12 months or more eliminates your OPT eligibility entirely. Part-time CPT at under 20 hours per week does not count against that threshold, regardless of total duration, so structuring your Finance Specialist role as part-time protects your post-graduation authorization.
What documents does my employer need from me to start a CPT role?
Your employer needs a copy of your I-20 showing the CPT authorization for that specific position and employer, your EAD is not required for CPT since authorization appears on the I-20 itself. You'll also complete Form I-9 on or before your first day. Some employers request your SEVIS ID and a letter from your DSO confirming the curricular requirement. Confirm with HR before your start date.
Do Finance Specialist CPT jobs count toward H-1B specialty occupation requirements?
CPT work experience in financial analysis, modeling, or reporting can support an H-1B visa specialty occupation argument if the role required a bachelor's degree in finance, accounting, or a directly related field. USCIS evaluates whether the specific duties demonstrate that a specialized degree was necessary, not just useful. Document your responsibilities clearly during CPT so your employer can reference them in future H-1B visa petition support letters.