Mortgage Document Specialist II

We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance. The Document Administration Collateral Specialist II is responsible for receiving, cataloging, and shipping requested collateral and/or servicing documentation or full physical files to 3rd party firms, 3rd party document custodians, and/or 3rd party vendors. The Document Administration Collateral Specialist II communicates heavily with vendors, custodians and servicing and originations partners to facilitate all collateral requests in a timely manner. The Document Administration Collateral Specialist II is expected to have an intermediate working knowledge of all systems, investor requirements, custodial and archive processes. Request collateral files from investor designated document custodians to ensure that all needed documentation is obtained (within specific SLAs) to efficiently process Loss Mitigation, Bankruptcy and Foreclosure proceedings. Update Mortgage Electronic Records System, Inc. (MERS) database to ensure adequate reporting of changes in mortgage servicing rights and beneficial ownership interests in loans serviced by SMS. Update and maintain real-time inventory of received physical collateral and servicing files. Update and maintain real-time inventory of images of documents contained within the physical collateral and servicing files received. Identify, process, catalog/inventory and prepare shipments of any requested documents (Assignments of Mortgage, Allonges, Lost Note Affidavits, Lost Mortgage Affidavits, etc.) or full collateral/servicing files for loans serviced by Shellpoint Mortgage Servicing with various levels of complexity. Ensure requested collateral files and/or specific documents are accurately processed within the inventory system within predefined SLAs. Review and process exception reporting at various stages of the inventory and check-in/check-out process. Complete monthly inventory audits with custodians, file centers and the onsite file room. High school diploma or equivalent, required. ~ Associates or bachelor’s degree preferred. ~2-4 years’ experience in Document Administration or Mortgage Servicing or similar field. ~ Prior year performance evaluation of 3.3 or better. (Intermediate understanding of mortgage servicing and originations – Post Closing, Loss Mitigation, Bankruptcy, Foreclosure, and REO (Real Estate Owned). Ability to handle confidential material in a professional, ethical manner. Ability to prioritize workload to meet deadlines and achieve volume goals and performance standards. Proficient knowledge of MS Office: Word, Excel & Outlook Ability to merge, summarize and present data using excel functions such as pivot tables and formulas. 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. By applying to this position candidate acknowledges that this is not a remote role and is required to be on-site. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Medical, dental, and vision insurance ~ Health Savings Account with employer contribution ~401(k) Retirement plan with employer match ~ Tuition & Certification reimbursement ~ Employee Mortgage Loan Program ~ Access to grants, nonprofit resources, and volunteer opportunities ~ 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.