Records Clerk

Position Summary

The individual in this role will be responsible for the maintenance of customer mortgage loan files and sorting and distribution of inter-bank routing and mail.

Essential Functions

• Maintain active and paid in full customer mortgage loan files by identifying and filing incoming documents and correspondence; ensure that documentation is accurately filed and/or scanned on a timely basis
• Sort and distribute mail to appropriate area of the Loan Servicing Center
• Scan all notes and note addendums, UCC filing statements, lease agreements, trust agreements, and power of attorney documents (when applicable) from new and conversion loan files
• Scan extension, modification and assumption agreements that are executed and processed after the loan has closed
• Retrieve files/documents and provide requested information via email, fax, or verbally, ensuring accurate, efficient, and courteous customer service
• Pull paid in full loan files and deliver them to the Customer Service Department for preparation of releases; organize the paid in full loan files for permanent record retention and file accordingly
• Perform active loan file audits on an annual basis
• Research mailing addresses on return mail and update system, as necessary
• Set up PUSH statement delivery and/or note statement delivery options in the mortgage loan system
• Research and resolve returned email billing statement deliveries