Document Processing Specialist

Lendz Financial • Fort Lauderdale, FL

14h • Onsite

About The Position

Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and intuitive, tech-based solutions. We emphasize a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times. Committed to delivering a world-class experience for our broker partners, we streamline the lending process to ensure a smooth journey from application to closing. Our core values, Thrive Together, Act Like an Owner, and Exceed Expectations, cultivate a collaborative, high-performance culture that drives our pursuit to become the undeniable leader in mortgage lending. Lendz is proud to be Great Place to Work certified and recognized as a Scotsman Guide Top Workplace. Lendz Financial is seeking an exceptionally organized and detail-oriented Document Processing Specialist to join our growing Operations team. No mortgage experience necessary – we'll teach you everything you need to know! Internally, this role is known as the Collateral Specialist and plays a vital part in managing collateral documentation, supporting servicing and funding processes, and ensuring the accuracy and compliance of loan files. It’s an excellent opportunity for a motivated professional to gain hands-on experience in financial operations while contributing to the smooth and efficient flow of post-closing activities. This position is fully onsite at our Fort Lauderdale headquarters on Las Olas Boulevard.

Requirements

• Minimum of 2 years’ experience in an administrative or operations capacity; mortgage experience a plus.
• High school diploma or GED required; Bachelor’s degree preferred.
• Strong attention to detail, organization, and time management.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office 365 (Excel, Word, Outlook); comfortable learning new technology platforms.
• Ability to manage sensitive and confidential information with discretion.
• Demonstrates sound judgment, urgency, and accountability.

Nice To Haves

• mortgage experience a plus
• Bachelor’s degree preferred

Responsibilities

• Process daily shipping of collateral to various warehouse banks.
• Generating and saving, to the respective file, an Allonge to the Promissory Note.
• Separating the Promissory Note and any other documents our investors need from the closing package.
• Saving and keeping the necessary original documentation and scanning it into PDF formats.
• Documenting dates of all document’s shipments (incoming and outgoing) in Zoho.
• Create FedEx labels for all collateral shipments and save all labels generated.
• Scan and mail recorded mortgages and TP (Trailing docs) to the corresponding investor.
• Fill out Transmittal Template for Investors for shipping trailing docs.
• Handle all urgent and non-urgent investors trailing doc requests in a timely manner.
• Review collateral packages from title companies and request missing documents.
• Build and maintain positive relationships with investors, title companies, and internal teams

Benefits

• Highly subsidized medical insurance
• Low-cost dental and vision coverage
• 401(k) program
• Health Savings Account (HSA)
• Generous paid time off
• Continuous training and career development opportunities
• A dynamic, mission-driven work culture where your growth matters

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED