Specialist NOA Audit & Origination

Closing Documentation

• Review documents such as Trust Agreements and corporate documents to determine the individual authorities, provisions, and requirements outlined to purchase and/or encumber real estate.
• Review and audit executed real estate documentation (inclusive of cash and financed) for correctness and acceptability prior to closing.
• Verify the accuracy of all new owner information.
• Respond to internal and external requests for information regarding closing disbursement, issuance of checks, preparation of affidavits to Escrow Agent to release funds, and preparing and distributing reports to appropriate parties.
• Determine validity of contract and closing documents in accordance within established guidelines.

Office Duties

• Transmit information or documents using mail, scanner, or facsimile machine.
• Operate standard office equipment other than computers such as telephone, typewriter, scanner, fax, photocopier, calculator, and electronic peripherals.
• Maintain office areas (e.g., cubicles, storerooms, conference rooms, etc.), including calling housekeeping and maintenance when needed.

Computers/Software

• Use computer systems and software packages to input, access, modify, store, or output information.
• Prepare letters, memos, and other documents using word processing, spreadsheet, database, or presentation software.

Communication

• Monitor and respond to inbound customer and client communications via email, voicemail, etc. in a timely manner.
• Speak to customers and co-workers using clear, appropriate and professional language.
• Prepare and review written documents (e.g., daily logs, business letters, memoranda, reports), including proofreading and editing written information to maintain accuracy and completeness.
• Talk with and listen to other employees to effectively exchange information.

Physical Tasks

• Enter and locate work-related information using computers.
• Read and visually verify information in a variety of formats (e.g., small print).
• Move, lift, carry, push, pull, and place objects weighing less than or equal to 10 pounds without assistance.

Critical Competencies

• Personal Attributes: Integrity, Dependability, Positive Demeanor, Presentation, Initiative, Stress Tolerance, Adaptability/Flexibility
• Interpersonal Skills: Teamwork, Customer Service Orientation, Diversity Relations
• Communications: Telephone Etiquette Skills, English Language Proficiency, Communication, Writing, Listening
• Organization: Detail Orientation, Multi-Tasking, Time Management, Planning and Organizing
• Analytical Skills: Computer Skills, Learning
• General Administration: Typing, Filing
• Computer Software: Microsoft Office