Mortgage Post-Closing Document Indexing Specialist

About the role

The Mortgage Post-Closing Document Indexing Specialist position at First United is responsible for indexing and reviewing signed loan closing documents into Encompass following company’s guidelines. This role also involves contacting borrowers, title companies, or FUBM closers/funders for missing or non-signed closing documents and confirming receipt. Additionally, this role includes auditing loan requests from Mortgage Compliance and delegating loans to be indexed or requested by Audit to other Post-Closing team members.

Responsibilities

• Indexes and reviews signed closing documents into Encompass efolder, keeping up with all Company policies.
• Contacts Borrowers, Title Companies or FUBM Closers/funders for missing or non-signed closing documents.
• Completes audit loan request and/or required corrections from Mortgage Compliance.
• Contacts other Team Members to assist with indexing to keep pipeline count to meet company policies.
• Provides back-up for Mortgage Post-Closing Incoming Mail Specialist.
• Provides backup for Mortgage Post-Closing Scanning/Shredding Specialist.
• Scanning and Indexing recorded MTG/DOT and TPOL.
• Provides back-up assistance to others within the department as needed.
• Performs other duties as requested by Management.
• Completes all required compliance exams on a yearly basis.
• Adheres to all First United Policies and Procedures.
• Adheres to First United Dress policy.
• Recommends to Manager possible methods to improve department.

Requirements

• Less than 2 Years Mortgage Experience (Specialist)
• 2-4 Years Mortgage Experience (Specialist I)
• 4-6 Years Mortgage Experience (Specialist II)
• 8 Plus Years Mortgage Experience (Specialist III)

Qualifications

• High school diploma or GED required.
• Prior banking/mortgage experience preferred.

Skills

• Basic mathematical skills.
• Proficient computer skills.
• Exceptional customer service skills.
• Good problem-solving and decision-making skills.
• Demonstrates good judgment.
• Strong organizational skills.
• Strong interpersonal skills and ability to work well with a wide range of people.
• Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication.
• Ability to use e-mail, phone, and other communication tools are necessary.
• Willingness to accept additional responsibilities.
• Dependable and adheres to time-lines and schedules.
• Takes initiative in development and completion of projects.

Benefits

First United offers a variety of benefits to its employees, including:

• Comprehensive health insurance plans.
• Retirement savings plans.
• Flexible spending accounts.
• Employee assistance programs.
• Professional development opportunities.
• Work-life balance initiatives.

Pay

Compensation for this position will be commensurate with experience and qualifications.

Schedule

This position is full-time and works Monday through Friday, with standard business hours.