Document Management Specialist I

Document Management Specialist I

We are seeking to fill the role of Document Management Specialist I. The ideal candidate enjoys collaborating with clients, industry partners, and internal teams to maximize outcomes for homeowners.

Responsibilities

Complete research and processes necessary to close tasks for default, foreclosure, and loss mitigation loans

Order and track original documents to / from clients, custodians, and attorneys

Prep and scan custodial documents as required

Sort and send documents to custodians

Maintain, sort, and provide POAs to requesting lines of business

Process daily file requests for loan servicing as needed

Request documents from clients and custodians

Review and retain incoming mail

Create original document loan information transmittals for document custodians

Process orders and coordinate shipment of files to / from clients, custodians, and attorneys

Prep and scan files or miscellaneous documents related to loan servicing

Upload scanned images to image repository as required

Run reports to confirm required documents are present in image repository

Review all opened question / complaint tasks and tickets daily

Review each loan to ensure analysis accuracy and update loan with changes and / or corrections

Follow and update regulatory and compliance guidelines related to storing original collateral documents

Maintain in-depth knowledge of various document types, retention schedules, and client custodians

Contact attorneys and document custodians to confirm document possession

All other duties as assigned.

Qualifications

High School Diploma or equivalent required.

Knowledge of Microsoft Outlook, Excel, and Word

Detail-oriented with the ability to work with databases and information

Organizational skills with the ability to complete assignments within daily, weekly, and monthly deadlines

Ability to work independently under minimal direction

Ability to collaborate with peers, company managers, and customers in a team environment to attain common goals

Ability to communicate effectively in writing, in person, and by telephone

Demonstrated ability to provide excellent customer service

Desired Skills and Qualifications 2+ years mortgage servicing or mortgage banking experience (data / document management experience preferred) Knowledge of mortgage-related origination documents preferred Knowledge of Ginnie Mae, Fannie Mae, and Freddie Mac document retention guidelines preferred

Essential Functions

Basic job duties an employee must be able to perform with, or without, reasonable accommodation.

• Critical Thinking - Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Reading Comprehension Understand written sentences and paragraphs in work related documents
• English Language Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
• Speaking Communicate verbally with others to convey information effectively.
• Active Learning Understand the implications of new information for both current and future problem-solving and decision-making.
• Active Listening Give full attention to what other people are saying, take time to understand the points being made, ask questions for clarity, and don't interrupt at inappropriate times.
• Instructing Teach others how to do something.
• Judgment and Decision Making Consider the relative costs and benefits of potential actions to choose the most appropriate one.
• Time Management Manage one's own time and the time of others.
• Writing Communicate effectively in writing as appropriate for the needs of the audience.
• Complex Problem Solving Identify complex problems and review related information to develop and evaluate options and implement solutions.
• Deductive Reasoning Able to apply general rules to specific problems to produce answers that make sense.
• Problem Sensitivity Able to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
• Written Comprehension Able to read and understand information and ideas presented in writing.
• Inductive Reasoning Able to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
• Information Ordering Able to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
• Near Vision Able to see details at close range (within a few feet of the observer).
• Oral Comprehension Able to listen and understand information and ideas presented through spoken words and sentences.
• Oral Expression Able to communicate information and ideas verbally so others will understand.
• Speech Recognition Able to identify and understand the speech of another person.
• Speech Clarity Able to speak clearly so others can understand you.

Work Conditions

Able to attend work and be productive during normal business hours and to work early, late or weekend hours as needed for successful job performance. Overtime required as necessary.

Physical Demands

Equal Employment Opportunity

LoanCare, its affiliates and subsidiaries, is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression (including transgender status), genetic information or any other characteristic protected by applicable law.

Who We Are

LoanCare is a top national provider in mortgage loan subservicing. For 40 years, LoanCare has been servicing loans for banks, credit unions, independent mortgage companies, and portfolio investors. LoanCare is part of Fidelity National Financial (NYSE : FNF), a Fortune 500 company and leading provider of title insurance and transaction services to the real estate and mortgage industries. For more information, visit loancare.com.