Loan Document Specialist

About the role

We are seeking an organized and detail-oriented Loan Document Specialist to join our Homeownership Lending team. In this role, you will be responsible for preparing, processing, scanning, and managing mortgage loan documents to ensure accuracy, compliance, and timely delivery.

Responsibilities

• Prepare, scan, index, and organize loan notes and trailing documents to ensure timely and accurate processing
• Review incoming loan documentation, clear applicable conditions in Lender Connection, and prepare files for delivery and certification
• Process, review, and track mortgage loan documents while ensuring compliance with investor, agency, and internal requirements
• Maintain accurate loan records, organize documentation, and collaborate with internal teams to support efficient document management and resolve documentation issues

Requirements

• A high school diploma or equivalent required
• 6+ months of experience in mortgage lending, loan processing, loan servicing, document preparation, or a combination of related education and experience
• Strong attention to detail, organizational skills, and the ability to manage multiple priorities in a fast-paced environment
• Proficiency with Microsoft Office and the ability to learn loan servicing and document management systems
• Excellent communication and customer service skills with the ability to work collaboratively across teams
• Self-motivated, dependable, and committed to producing accurate, high-quality work