Document Administrator III - Custom Mortgage Lending - Inline Quality Assurance Specialist

Key Responsibilities

• Prepare and review documentation in accordance with bank policies and procedures to facilitate closings with the client and ensure lien perfection.
• Support Loan Administrators with their primary responsibilities.
• Assist the Market Leader in directing workflow and performing quality assurance.
• Work with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy.
• Support the mortgage loan closing and document preparation process by ensuring loan files are reviewed, assigned, completed, and quality-checked accurately and within established service level agreements (SLAs).
• Manage highly complex loan documentation while maintaining strict adherence to compliance, regulatory, and investor guidelines.
• Timely self-assignment and processing of files, thorough review of documentation for accuracy and completeness, and proactive identification and resolution of issues that may impact closing timelines.
• Review loan documentation for accuracy and completeness, identify and resolve documentation discrepancies, validate supporting documentation for fee changes or change of circumstance requests, and ensure closing disclosure and loan document packages are prepared in accordance with regulatory, company, and client expectations.
• Support daily production goals, pipeline management, escalation resolution, and quality improvement initiatives.
• Work in a fast-paced mortgage operations environment while maintaining accuracy, accountability, and professionalism.
• Demonstrate ownership of assigned files, meet established turnaround times, follow department procedures, and contribute to a culture of quality, service, and continuous improvement.

Required Qualifications

• 3 + years of experience in mortgage operations, construction lending, commercial lending, or related financial services roles.
• Strong knowledge of mortgage closing documents, closing disclosures, and fees requirements.
• Experience working in a production-based environment.
• Knowledge reviewing financial/legal documentation, contracts, or underwriting packages.
• Collaborate with Sales, Underwriting, Fulfillment, title/escrow, builders, and clients in a regulated lending environment.
• Proficiency with mortgage systems, reporting tools, and Microsoft Office applications.

Desired Qualifications

• 3+ years experience as Auditor, Quality Assurance, Closer, Loan Processing.
• Demonstrates mortgage loan operations, closing, or quality review experience.
• Prior experience with construction draw administration or handling construction budgets, inspections, or builder contracts.

Skills

• Attention to Detail
• Business Acumen
• Customer and Client Focus
• Due Diligence
• Prioritization
• Adaptability
• Data Collection and Entry
• Oral Communications
• Research
• Written Communications
• Accuracy
• Problem Solving
• Collaboration
• Independent / Teamwork