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 clients 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, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and eliminates controllable rework.
• Design a robust filing and organizational process to assist in completing primary financial booking and initial loan funding.
• Work closely with Client Managers, Credit and Portfolio Officers, agency management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions.
• Validate supporting documentation for Doc Prep Fee increases, change of circumstance requests, and other file updates.
• Demonstrate accountability, professionalism, and sound judgment in daily file handling.
• Identify documentation gaps, fee discrepancies, missing support, or potential defects and escalate when appropriate.
• Support quality control initiatives by reducing defects, improving accuracy, and following established review procedures.

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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent