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Form of workGeneral Summary of Duties
Receipt of various physical mortgage packages, including Closed Loan Packages, Credit Packages, Collateral Submissions, Trailing Documents, and Conditions for several departments. Receipt of mortgage documents generally includes the processing of tracking information, sorting the received documents, and scanning into company image repository.
Essential Job Functions and Requirements
Employees are required to identify mortgage documents delivered by mail (or electronically received) and route these documents to appropriate internal workflow. Includes the ability to recognize the difference between numerous types of loan documents, and an understanding of data components needed for proper document check-in.
Working with “Original” client loan documents requires absolute accuracy, and the adherence to company routines and workflows is vital.
File receipts are not always consistent from one day to the next, therefore individuals in this job step are typically asked to cross train in other departments, and functions. Cross training opportunities are not always determined in advance, and may differ to fit each employee, as well as current company needs. This ability to cross train is vital to keeping productivity high, as well as growing personal knowledge base in the mortgage process.
Essential Requirements
- Ability to quickly recognize and identify a wide range of mortgage related documents
- Basic Understanding of internal workflow and mortgage data elements
- Work in a high paced environment
- Meet demanding turn times
- Ability to work printing/scanning equipment
- Assist with vendor access to shipping dock as needed
- Other duties as assigned
Required Education/Work Experience
High School diploma, or equivalent. Previous experience in clerical or administrative job duties is requested, with preference given to those with background in banking, finance or mortgage services.
Required Skills and Abilities
- Document Recognition
- Strong attention to detail, and precision of data entry
- Ability to multitask, and navigate several programs and applications
- Basic computer skills and literacy is required.
- Physical demands – ability to lift/move boxes of up to 30 pounds
- Must adhere to strict confidentiality and security policies to protect Non-Public Information
All onboarding employees will be required to complete a pre-employment background check and drug screening.
We are an Equal Opportunity/Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state, or local laws.
