Final Documents Specialist

CrossCountry Mortgage, LLC • Cleveland, OH

1d

About The Position

The Final Documents Specialist performs a formal review and inspection of all trailing loan documents to ensure accuracy and completeness within the designated time frame. This position follows up via phone or email on pending documents along with recording (check-in) documents and comments into the database as they are received. The Final Documents Specialist manages a working pipeline of loans, monitors reports to track outstanding documents and files, and retrieves documents as necessary and ship to destination. This position performs audit on documents received and captures required data elements and comments in the LOS system.

Requirements

• High School Diploma or equivalent.
• 1 year of residential mortgage experience.
• Excellent customer service skills.
• Knowledge of Ellie Mae Encompass 360.
• Proficient in Microsoft Word and Excel.
• Must be able to stand for long periods of time and lift up to 25lbs.

Nice To Haves

• Experience with Mortgage Loan documents and title work, preferred.

Responsibilities

• Receive incoming trailing documents through various mail sources, opens and preps for imaging, scans documents into LOS system and identifies Investor on the loan for determination of mailing the trailing document to the investor.
• Perform data entry in LOS system marking document as received, and enter date shipped to the Investor of record.
• Pull reports from LOS system to identify the aged trailing documents currently outstanding with investors.
• Monitor aged trailing documents in an active pipeline.
• Perform follow-ups with settlement companies and attorneys’ offices to obtain aged missing documents outstanding for delivery to the Investors.
• Obtain Certified True Copies of Mortgage/Deed of Trust from County Recorder Offices and/or final Title Policy copies from settlement agents or attorney’s offices when determined that the document has been lost or aged.
• Prepare Scrivener’s Affidavits and assignments as needed and have signed by the Executive Team for recording.
• Monitor and answer general questions being received in the Final Docs Team e-mail box.
• Perform weekly reviews of trailing documents received that were not sold to an investor at time of receipt to determine if an Investor has been assigned for delivery of the trailing documents received.
• Work with Investors, Internal departments, and settlement/attorney offices to cure defects found in the Mortgage/Deed of Trust or Final Title Policy including re-recording if needed.

Benefits

• CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K.
• We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

What This Job Offers

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