Document Specialist

Essential Functions:

• Create investor packages with appropriate documents.

• Determine loan level risk and salability.

• Audit documents to verify all documents comply with regulatory requirements.

• Aduit documents to verify all documents meet investors overlays.

• Aduit documents to verify the loan is within program guidelines.

• Verify loan is within ATR/QM limitations.

• Review appraisal for any red flags and LTV.

• Identify, Research and Resolve discrepancies at loan level.

• Upload documents to third party auditors.

• Research and resolve any loan level exceptions determined by third party auditors.

• Scan in all documents required in closing package

• Work with third parties to obtain any outstanding original collateral trailing documents such Deed of Trust/Mortgage, appropriate Riders and final title policy.

• Verify all MH titles have been retired.

• Document trailing documents in tracking system

• Follow up on missing trailing documents

• Store original documents.

• Retrieve original collateral documents and ship to purchaser or custodian for pool purchases.

• Document all loans shipped to purchaser or custodian including tracking number, date shipped.

• Purge loan files as needed to ensure within document retention policy.

• Responsible for lifting 30 - 40lb File Boxes from floor to table, floor to cart and floor to shipping platforms, as boxes are required for shipping and receiving from other offices.

• Responsible for other tasks assigned by Management that may not be listed herein.

Education and/or Work Experience Requirements:

• Minimum 1+ years' experience in administrative role, credit processing, legal documentation preparation, UCC processing, or information maintenance

• Ability to work well within a team atmosphere

• Strong attention to detail

• Strong customer service skills

• Excellent verbal and written communication skills

• Proficiency in Microsoft Office suite of products

• Prefer experience with DocuSign or similar product platforms

• Ability to multitask in a fast-paced environment

• Ability to work independently as well as in a team setting

Pay Details: $25.00 per week

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.