Document Specialist


 

This entry-level position is responsible for tracking, receiving & reviewing all original loan document packages after closing to ensure compliance, and for converting them to an electronic format. Please note that this an in-office position located in Columbia Missouri.

Responsibilities:

  • Receive and check in loan packages upon receipt from carrier
  • Prepare original notes for shipment to warehouse banks
  • Sort & review closing packages for completion & accuracy
  • Communicate with external & internal parties to obtain missing documents or correction to documents
  • Scan & upload reviewed packages and assign files to Shippers
  • Track missing/incorrect documents and follow up on requests. Upload trailing documents to loan files upon receipt
  • Maintain in-office filing system for reviewed files to ensure that documents are stored according to compliance regulations
  • Purge files on a weekly basis and prepare for secure document disposal
  • Manage personal pipeline to ensure deadlines & quotas are met
  • Additional duties as assigned
  •  Excellent time management skills
  •  Ability to perform in a fast-paced environment while maintaining quality
  •  Effective & professional verbal & written communication skills
  •  Self-motivation to exceed goals and standards
  •  Attention to detail
  •  Ability to work effectively in a team-oriented, positive environment
  •  Understanding of mortgage terms/language (or ability to retain)
  •  Adaptability to changes in procedures/guidelines


 

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