Mortgage Post-Closing Document Indexing Specialist
First United Bank
Mortgage Post-Closing Document Indexing Specialist
This position is responsible for indexing and reviewing signed loan closing documents into Encompass following company's guidelines. Contacting borrowers, title companies or FUBM closers/funders for missing or un-signed closing documents and confirming receipt. Working audit indexing loan request from mortgage compliance. Delegating loans to be indexed or that have been requested by audit to other post-closing team members if required.
Major duties and responsibilities include:
- Indexing and reviewing signed closing documents into Encompass, keeping up with all company policies.
- Contacting borrowers, title companies or FUBM closers/funders for missing or non-signed closing documents.
- Completing audit loan request and/or required corrections from mortgage compliance.
- Contacting other team members to assist with indexing to keep pipeline count to meet company policies.
- Providing back-up for mortgage post-closing incoming mail specialist.
- Providing back-up for mortgage post-closing scanning/shredding specialist.
- Scanning and indexing recorded MTG/DOT and TPOL.
- Providing back-up assistance to others within the department as needed.
Additional duties include:
- Performing other duties as requested by management.
- Completing all required compliance exams on a yearly basis.
- Adherence to all First United policies and procedures.
- Adherence to First United dress policy.
- Recommending to manager possible methods to improve department.
Employee specifications:
- High school diploma or GED required.
- Prior banking/mortgage experience preferred.
- Basic mathematical skills.
- Proficient computer skills.
- Exceptional customer service skills.
- Good problem-solving and decision-making skills.
- Strong organizational skills.
- Strong interpersonal skills and ability to work well with a wide range of people.
- Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication.
- Willingness to accept additional responsibilities.
- Dependable and adheres to time-lines and schedules.
- Takes initiative in development and completion of projects.
Vacancy posted 4 days ago
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