Document Processor

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Team Lead Document Administration is a leadership support position. In addition to daily staff work, the Team Lead is responsible for coordinating daily work with Document Administration Management and Specialists, along with collateral custodians, on day-to-day processes. The Team Lead Document Administration communicates heavily with vendors, custodians and servicing and originations partners to facilitate all Doc Admin requests in a timely manner. The Team Lead Document Administration is expected to have mastered all aspects of their function and be able to think critically about the process to solve novel issues as they arise. The Document Administration Team Lead is expected to have an advanced working knowledge of all systems, investor requirements and processes. They should be able complete their workload with limited input from supervisors while acting as a resource for more junior team members. The Team Lead Document Administration will also be responsible for updating department P&Ps and helping to create and maintain department training materials and desktop procedures. Direct Reports: No N/A Principal Duties: List of required duties below. Distinguish on-site duties with a *. Requires advanced knowledge of the assigned departmental sub-team(s). Responsible for assisting the supervisor or managers with daily oversight and management of the respective departmental sub-team(s) – Assignments, Lien Release, Collateral (Active or Liquidated), File Center, MERS, Transaction Management, Land Transactions, Assumptions, etc. Day-to-Day training on the process changes for all Document Administration specialist positions. Coordinate and distribute reporting while measuring and accuracy of the data provided. Provide input and attend weekly vendor meetings to discuss issues, concerns, and questions. Ensure timely delivery of any daily, weekly, or monthly reporting, routing them to the appropriate parties as needed. Utilizing control reporting provided by the servicing system, ensure reporting of any out of standard items from the Document Administration Reporting that exceed the indicated timeframe for compliance standards. Administer all investor-required reporting ensuring accuracy of the data requested and timely remittance to the appropriate parties as directed. Work with department managers and SMEs to ensure all published policies and procedures remain current and receive annual updates, as well as updates as needed based on changes. Work with department managers and SMEs to create and maintain department training materials and desktop procedures, utilizing process workflows and other graphics as required to best facilitate the presentation of the material. Analyze ad-hoc reports to resolve escalated inquiries. Ensure requested documentation is accurately completed within specific task SLAs. Address inquiries from vendors, investors, Portfolio Managers, etc. professionally and in a timely fashion. Review daily task queue and exception reports to ensure completion of assigned duties within specific SLAs. Performs related duties as assigned by supervisor. *These essential functions are fundamental to the role, and must be performed on-site, as they cannot physically be performed remotely. In addition, the Company has determined that an in-person presence is important to critical components of our work, including oversight, training, collaboration, and productivity. Items not marked (*) as essential on-site may still require partial on-site work to perform the role satisfactorily. Education and Experience Required education and experience. High school diploma or equivalent, required. Associates or bachelor’s degree preferred. 6 years’ experience in Document Administration in Mortgage Servicing or similar field. Prior year performance evaluation of 3.5 or better. (Internal candidates only) Direct Supervisor recommendation. (Internal candidates only) Knowledge, Skills, and Abilities Required knowledge, skills, and ability. Comprehensive understanding of the Document Administration Department, its various sub-groups, and the regulatory environment in which it operates. Deadline-driven and highly organized/responsive. Able to drive for results while forging a collaborative working relationship with all necessary business partners, internal as well as vendor based. Excellent work ethic, high productivity, and acute attention to detail a must. Advanced understanding of mortgage servicing and originations – Post Closing, Loss Mitigation, Bankruptcy, Foreclosure, and REO (Real Estate Owned). Advanced knowledge of all servicing systems, image repositories, MERS, collateral tracking systems, custodial systems, vendor systems. Basic knowledge of abstracting land records. Advanced knowledge of investor requirements for perfected collateral for delivery, sales, and certifications. Advanced knowledge of Foreclosure and Bankruptcy requirements for perfected collateral. Ability to handle confidential material in a professional, ethical manner. Strong interpersonal skills to build and maintain professional relationships with vendors, co-workers, etc. Professional communication skills – written & verbal. Strong time management skills & ability to respond to vendor/inter-departmental requests in a timely fashion. Ability to prioritize workload to meet deadlines and achieve volume goals and performance standards. Advanced knowledge of MS Office: Word, Excel & Outlook Ability to merge, summarize and present data using excel functions such as pivot tables and formulas. Research & analytical skills to comprehend applicable state laws. Superior written and verbal communication and follow up skills as well as a strong sense of accountability. Technical writing experience helpful. Ability to multi-task and well organized. While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. By applying to this position candidate acknowledges that this is not a remote role and is required to be on-site. Additional Information: While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We’re proud to be an equal opportunity employer- and celebrate our employees’ differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. 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