Mortgage Document Clerk 5:30 pm to 2:00 am

SPS • Santa Ana, CA

3d • Onsite

About The Position

The Mortgage Document Clerk works in a document production warehouse, processing financial documents for storage and retrieval. Duties include unloading banker boxes, preparing documents for scanning or on-site filing, staging files for on-site or off-site storage, and locating and retrieving documents. The role involves hands-on, repetitive work and independently meeting daily production expectations and deadlines. It requires confidentiality, compliance with client security and device policies, and a corporate casual dress code. The position is scheduled Monday through Friday from 5:30 p.m. to 2:00 a.m.; overtime is offered. Weekend work is described as “ONLY,” but the posting does not clarify the specific weekend expectation.

Requirements

• High school diploma or equivalent.
• At least one year of work experience relevant to a document production warehouse environment.
• Basic proficiency in MS Word, MS Excel, and MS Outlook.
• Basic math skills and ability to read handwritten file numbers and letters.
• Ability to work independently in a fast-paced environment and perform repetitive tasks.
• Strong organization and attention to detail.
• Problem-solving skills and ability to adapt to client needs.
• Ability to prioritize work and balance multiple projects and deadlines.
• Good verbal and written communication and customer service skills.
• Ability to work well with others in team situations and maintain excellent attendance.
• Ability to meet deadlines and production requirements.
• Ability to lift, push, or pull document boxes weighing up to 50 pounds.
• Ability to use ladders and work in small places when needed.
• Fine and gross motor skills to grasp, lift, carry, or otherwise move packages on a standard wheeled cart with an approximate 50-pound load capacity.
• Ability to walk, bend, kneel, stand, and/or sit for extended periods.

Nice To Haves

• Background in filing, warehouse or fulfillment work, or a related area.
• Experience with on-the-job training.

Responsibilities

• Process high volumes of financial documents for storage or retrieval.
• Unload banker boxes of documents and prepare documents for scanning or on-site filing.
• Stage files and documents for on-site or off-site storage, and locate and retrieve documents.
• Work independently to meet or exceed daily production expectations and deadlines.
• Read handwritten file numbers and letters and determine the correct destination for files and documents.
• Perform data entry and research as needed.
• Maintain confidentiality and follow SPS/client security restrictions and device policies, including the prohibition of cell phones, digital cameras, and other imaging devices on the work floor.
• Comply with the corporate casual dress code.
• Perform other duties and tasks as assigned.

Benefits

• Career growth opportunities and opportunities to learn new skills.
• Learning and development.
• Employee recognition programs.
• Paid time off; full-time employees receive a minimum of 80 hours per calendar year, with amounts potentially increasing based on tenure and/or assigned account.
• Employee and client referral bonuses are available to current employees.
• Medical, dental, and vision coverage.
• Health care and dependent care flexible spending accounts and a health savings account.
• Pre-tax commuter transit and parking plans.
• Supplemental life insurance and life insurance.
• Accident insurance, critical illness insurance, and hospital indemnity.
• Legal program and identity theft protection.
• Pet discounts and pet insurance.
• Group home and auto insurance.
• Employee assistance program.
• Short-term disability.
• Education discounts.
• 401(k) with matching.
• Entertainment discounts.

What This Job Offers

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