Document Review Administrator
About The Position
Completes entry-level review of documents from Mortgage Warehouse Lending clients and reports on identified exceptions. Prepares document shipments. Performs quality reviews of packages prior to UPS or Fed-ex shipment. Primary Responsibilities Complete basic data matching of documents based on agency guidelines or custodial agreements for non-agency documents for Institutional clients. Match the data on the Document Custody tracking system to original documents. The data for review is uploaded to the tracking system for reporting and tracking of file movement and storage. Determine if a document is an original or copy and update the tracking system accordingly. Follow basic review criteria according to established procedures Update the tracking system with exceptions found or addressed as documents are reviewed Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management. Package original notes into shipments, applying endorsements; provide quality check of packages prepared by others Maintain Secure vault storage for original notes
Requirements
- Associate's degree, or in lieu of a degree, a combined minimum of 2 years' higher education or work experience
- Valid Drivers license preferred
- Able to lift 30 - 50 pounds; able to climb on a ladder and/or stook and bend for filing; able to stand for long periods of time
Responsibilities
- Complete basic data matching of documents based on agency guidelines or custodial agreements for non-agency documents for Institutional clients.
- Match the data on the Document Custody tracking system to original documents.
- The data for review is uploaded to the tracking system for reporting and tracking of file movement and storage.
- Determine if a document is an original or copy and update the tracking system accordingly.
- Follow basic review criteria according to established procedures
- Update the tracking system with exceptions found or addressed as documents are reviewed
- Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.
- Identify risk-related issues needing escalation to management.
- Package original notes into shipments, applying endorsements; provide quality check of packages prepared by others
- Maintain Secure vault storage for original notes
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
5,001-10,000 employees
