Collateral Intake Spec.
About The Position
Join Angel Oak Mortgage Solutions LLC as a Collateral Intake Specialist and play a key role in supporting post-closing operations through accurate document review, tracking, and delivery. This position is ideal for a detail-oriented professional who thrives in a fast-paced environment and values accuracy, organization, and strong communication. The Collateral Intake Specialist is responsible for receiving, reviewing, tracking, and distributing collateral and trailing documents to ensure timely and accurate support of post-closing operations and warehouse bank requirements. The ideal candidate is highly organized, detail oriented, and comfortable managing multiple priorities while maintaining a high standard of accuracy.
Requirements
- Strong written and verbal communication skills, with the ability to work effectively with internal teams, clients, and external partners.
Nice To Haves
- Prior experience in mortgage post-closing, collateral intake, document processing, or a related operational role preferred.
- Experience with Encompass and proficiency in Microsoft Word and Excel are preferred.
Responsibilities
- Review executed notes, security instruments, and other closing documents for completeness, accuracy, and compliance.
- Communicate with closers and closing agents to resolve document deficiencies and obtain required corrections prior to note warehousing.
- Prepare allonges for each note shipped, ensuring all supporting documentation is complete and properly executed.
- Ship notes and collateral documentation to the appropriate warehouse bank in accordance with established timelines and procedures.
- Monitor funded loans and follow up on any closing packages not received within four days of funding.
- Process incoming trailing documents and deliver them to the designated third-party vendor accurately and on time.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
