Document Processing Specialist

What You’ll Do

• Process daily shipping of collateral to various warehouse banks.
• Generating and saving, to the respective file, an Allonge to the Promissory Note.
• Separeting the Promissory Note and any other documents our investors need from the closing package.
• Saving and keeping the necessary original documentation and scanning it into PDF formats.
• Documenting dates of all document’s shipments (incoming and outgoing) in Zoho.
• Create FedEx labels for all collateral shipments and save all labels generated.
• Scan and mail recorded mortgages and TP (Trailing docs) to the corresponding investor.
• Fill out Transmittal Template for Investors for shipping trailing docs.
• Handle all urgent and non-urgent investors trailing doc requests in a timely manner.
• Review collateral packages from title companies and request missing documents.
• Build and maintain positive relationships with investors, title companies, and internal teams.

What We’re Looking For

• Minimum of 2 years’ experience in an administrative or operations capacity; mortgage experience a plus.
• A high school diploma or GED required; Bachelor’s degree preferred.
• Strong attention to detail, organization, and time management.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office 365 (Excel, Word, Outlook); comfortable learning new technology platforms.
• Ability to manage sensitive and confidential information with discretion.
• Demonstrates sound judgment, urgency, and accountability.

What We Offer

• Highly subsidized medical insurance
• Low-cost dental and vision coverage
• 401(k) program
• Health Savings Account (HSA)
• Generous paid time off
• Continuous training and career development opportunities
• A dynamic, mission-driven work culture where your growth matters