Mortgage Collateral Intake Specialist

Job Description

Job Description

Collateral Intake Specialist

Angel Oak Mortgage Solutions LLC | Full-Time | Monday–Friday, 8:00 AM–5:00 PM

Are you detail-oriented, organized, and ready to start your career in the mortgage industry? Angel Oak Mortgage Solutions LLC is looking for an entry-level Collateral Intake Specialist to join our team. In this role, you will help support our post-closing operations by reviewing, tracking, and organizing important loan documents to ensure they are accurate, complete, and delivered on time. This is a great opportunity for someone who enjoys working with documents, solving problems, and learning how the mortgage process works from the inside, with opportunities to build new skills and grow within the company over time.

About the Role

The Collateral Intake Specialist is responsible for receiving, reviewing, tracking, and distributing loan collateral and trailing documents. This role supports the post-closing team and warehouse bank requirements by helping ensure documents are complete, accurate, and handled within required timelines. We are willing to train the right candidate who brings strong attention to detail, a positive attitude, and a willingness to learn. As you gain experience, this position offers exposure to different parts of the mortgage process and opportunities to grow into additional responsibilities within the team.

What You’ll Do

• Review loan documents for completeness and accuracy.
• Track incoming closing packages and follow up when documents are missing or delayed.
• Help prepare and organize notes, allonges, and collateral documentation for shipment.
• Communicate with internal teams and external partners to help resolve document questions or issues.
• Ship notes and collateral documents to warehouse banks according to established procedures.
• Process trailing documents and ensure they are delivered accurately and on time.
• Maintain organized records and support the team with other post-closing tasks as needed.

What We’re Looking For

• Strong attention to detail and accuracy.
• Ability to stay organized and manage multiple tasks during the day.
• Clear written and verbal communication skills.
• Comfort working with documents, data entry, and computer systems.
• Basic Microsoft Word and Excel skills.
• A dependable, team-oriented attitude and willingness to learn.
• Previous office, administrative, customer service, or document-processing experience is helpful but not required.
• Mortgage, post-closing, or Encompass experience is a plus, but we will train motivated entry-level candidates.

Why Join Angel Oak?

At Angel Oak, we offer competitive pay, a strong benefits package, a supportive team culture, and opportunities to learn, grow, and build a career in the mortgage industry.

Equal Employment Opportunity

Angel Oak Mortgage Solutions LLC is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.

Link to apply: 

At Angel Oak Mortgage Solutions, we achieve success through our people. Our Account Executives build solid relationships and credibility with mortgage brokers and correspondents and provide outstanding mortgage solutions to our customers across the United States. And they do it better than anyone.

Company Description

At Angel Oak Mortgage Solutions, we achieve success through our people. Our Account Executives build solid relationships and credibility with mortgage brokers and correspondents and provide outstanding mortgage solutions to our customers across the United States. And they do it better than anyone.