Final Documents Specialist

Responsibilities

• Receives and reviews Trailing Documents, then scans and prepares them for delivery to the corresponding investor or document custodian.
• Makes sure to monitor reports for outstanding trailing documents and works with relevant parties to get them.
• Follows up with relevant parties to correct any issues found in final trailing documents as reported by investors.
• Reviews Final Docs email for new policies and corrections needed.
• Processes retained documents as needed.
• Facilitates Ginnie Pool Processing, including reviewing, requesting, and tracking of final certifications and shipment of trailing documents.
• Boards Files for Servicing Loads and checks all loan data.
• Generates and distributes letters to borrowers for servicing information.
• Maintains knowledge of all systems supporting tracking and delivery of trailing documents to investors and retained loans.
• Develops and maintains good working relationships with internal and external customers.
• Maintains a good understanding of investor requirements and our loan origination system (Encompass).
• Performs any other duties as needed to support the team.

Requirements

• Strong written, verbal and interpersonal communication skills and the ability to use e-mail, telephone, and other communication tools as necessary.
• Ability to independently plan, prioritize, organize and complete work in an efficient manner.
• Ability to work quickly and accurately.
• Attention to detail required.
• Proficient computer skills required; knowledge of Microsoft Office (Word, Excel and Outlook) and Internet Browsers.
• Ability to operate office equipment including computers, telephones, voice mail, copy machines and scanners.
• Knowledge of modern office practices and procedures; accurate grammar, spelling, punctuation and Standard English usage; business correspondence formats, record keeping and filing methods; basic math calculations.
• Must possess good judgment and the ability to handle confidential information.
• Problem solving skills required.
• Able to maintain regular and punctual attendance.
• Available to work overtime; if applicable.
• Flexible attitude with ability to work under pressure.