Shipper

Entry-Level Loan Document Specialist

This is an entry-level position responsible for the receipt, review, and submission of closed loan documents. This position has the opportunity to work hybrid after 90 days of employment.

Responsibilities:

• Receive and check in loan packages upon receipt from carrier
• Scan packages into the system
• Prepare original notes for shipment to warehouse banks
• Review closing packages for completion & accuracy according to agency guidelines
• Communicate with external & internal parties to obtain missing documents or corrections. Follow up on requests and upload trailing documents upon receipt
• Electronically deliver loan files and/or data to appropriate investor
• Activate & transfer Private Mortgage Insurance as needed
• Send documents to USDA for loan guarantee
• Release notes from warehouse banks to complete purchase of loans
• Coordinate with Post-Closing on suspense conditions or missing items
• Manage personal pipeline to ensure deadlines & quotas are met
• Maintain in-office filing system to ensure documents are stored according to compliance regulations. Assist with secure disposal of loan documents
• Additional duties as assigned

Qualifications & Skills:

• Excellent time management and organizational skills
• Ability to perform in a fast-paced environment while maintaining quality
• Effective & professional verbal and written communication skills
• Self-motivation to exceed goals and standards
• Attention to detail
• Ability to work effectively in a team-oriented and positive environment
• Understanding of mortgage terms/language (or ability to learn and retain)
• Adaptability to changes in procedures & guidelines
• Prolonged periods sitting at a desk and working on a computer.