File Clerk / Document Specialist

LanceSoft•Coppell, TX

About The Position

The File Clerk / Document Specialist prepares mortgage documents and mail for imaging and scanning on a daily basis. The role involves sorting documents by department, including Foreclosure and Bankruptcy, attaching the appropriate cover sheets, removing staples, paper clips, sticky notes, and creases, and organizing documents in the correct order. The employee identifies and separates batches as needed and performs quality checks to ensure paperwork is ready for scanning. Mortgage documents must be handled accurately and confidentially. The position is in a fast-paced production environment and requires the ability to work independently and as part of a team. The role uses standard office and scanning equipment. The stated shift is 8:00 a.m. to 5:00 p.m., Monday through Friday. Parking is free; the dress code permits casual clothing, including jeans and T-shirts without graphics, but open-toe shoes are not allowed.

Requirements

Strong attention to detail and accuracy.
Ability to prepare, sort, and organize documents for imaging and scanning.
Basic computer skills and comfort using Microsoft Outlook, Microsoft Edge, Google Chrome, and Slack.
Dependability and organization.
Ability to follow established procedures.
Strong time-management skills and ability to stay focused on repetitive tasks.
Commitment to quality.
Ability to work independently and as part of a team in a fast-paced production environment.
Ability to lift up to 50 lbs.

Responsibilities

Prepare mortgage documents and mail for imaging and scanning.
Sort documents by department, including Foreclosure, Bankruptcy, and other processing areas.
Ensure the appropriate cover sheets are attached to each piece of mail.
Remove staples, paper clips, sticky notes, and document creases to prepare materials for accurate scanning.
Organize and assemble documents in the correct order.
Identify and separate batches as needed.
Perform quality checks to ensure paperwork is scan-ready.
Handle sensitive mortgage-related documents accurately and confidentially.