Collateral & Final Doc Specialist
About The Position
AnnieMac is looking for a Full Time Collateral & Final Doc Specialist to be responsible for obtaining and shipping Original Notes and Allonges, CEMAs, Mods, and CO-OPs to Warehouse banks/Investors, managing Intake of files, and obtaining and reviewing Final Documents. Accountabilities and Job Activities include but are not limited to: Original Notes Ensure all Original Notes are received within 48 hours of disbursement to avoid curtailments Use Aged Note Report to follow up on all notes more than 48 hours disbursed and not rec’d Use Aged Note Report to follow up on all loans that the package has been received but the Original Note has not Ensure all Original Notes are executed properly signed by all required parties dated appropriately Maintain daily manifest for Notes rec’d and Notes shipped Responsible for all Allonges to Notes Responsible for shipping all Original Notes to Warehouse Banks/Investors Including CEMAs and Co-Ops Responsible to facilitate signatures on Mods and ship to Title for recording Intake and Full Audits Manage the Snapdocs uploads with Title Assist Intake Team with audits and maintaining shared email Do precursory review audits Review emails Delegate emails Assist with Full Audits Final Docs Receive daily mail and logging into Excel spreadsheet Review docs for aging (anything over 120 goes to Post Closing Sr. Final Doc Specialist) using Pipeline queues Send all documents to third party vendor with coversheet for review/scan/upload Maintain and clear reports that are sent by our investors for outstanding Final Docs and/or corrections Work closely with Post Closing Sr. Final Doc Specialist daily and on special projects assigned by management to assist with MSR sales and holdback reconciliations
Requirements
- High School Diploma or equivalent
- Previous experience in the mortgage industry (1 year minimum)
- Must be detail-oriented and able to work with a high volume of documents in a fast-paced environment
- Highly organized and ability to multi-task
- Excellent written and verbal communication skills to interact with all levels of the Company
- Must have excellent listening skills and be able to handle multiple requests while detailing document activity
- Ability to bend and pull files and lift up to 35 lbs.
- Ability to alphabetize
- Ability to sit for long periods
- Work Overtime when necessary
Responsibilities
- Ensure all Original Notes are received within 48 hours of disbursement to avoid curtailments
- Use Aged Note Report to follow up on all notes more than 48 hours disbursed and not rec’d
- Use Aged Note Report to follow up on all loans that the package has been received but the Original Note has not
- Ensure all Original Notes are executed properly
- Maintain daily manifest for Notes rec’d and Notes shipped
- Responsible for all Allonges to Notes
- Responsible for shipping all Original Notes to Warehouse Banks/Investors
- Responsible to facilitate signatures on Mods and ship to Title for recording
- Manage the Snapdocs uploads with Title
- Assist Intake Team with audits and maintaining shared email
- Do precursory review audits
- Review emails
- Delegate emails
- Assist with Full Audits
- Receive daily mail and logging into Excel spreadsheet
- Review docs for aging (anything over 120 goes to Post Closing Sr. Final Doc Specialist) using Pipeline queues
- Send all documents to third party vendor with coversheet for review/scan/upload
- Maintain and clear reports that are sent by our investors for outstanding Final Docs and/or corrections
- Work closely with Post Closing Sr. Final Doc Specialist daily and on special projects assigned by management to assist with MSR sales and holdback reconciliations
Benefits
- medical
- dental
- vision plans
- voluntary benefits
- 401K
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
