About The Position

Overview: The Mortgage Document Review Specialist plays a central role in the end‑to‑end loss mitigation documentation process. This team ensures that every borrower’s workout package is drafted, executed, verified, and recorded with complete accuracy. This is a great opportunity for detail‑oriented professionals with experience in office operations, document handling, call center/customer support, or branch banking who want to build a career in mortgage servicing and compliance. What You’ll Do: Receive executed loss mitigation documents back from borrowers. Validate that signatures, dates, notary acknowledgments, and state‑specific requirements are complete and correct. Scan, code, and upload documents to the system of record, then prepare and route full packages to Quality Control. This role is highly detail‑oriented, process‑driven, and ideal for individuals who enjoy structured workflows. Why This Role Matters: As a Mortgage Document Review Specialist, your work ensures that every borrower’s loss mitigation workout is executed correctly and meets investor and regulatory standards. You are a key safeguard in protecting both the customer and the bank, and you help make home retention possible. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.68 - $31.14 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Requirements

  • A combined 2 years of higher education and/or work experience

Nice To Haves

  • Office operations or document processing
  • Call center, customer service, or branch banking
  • Handling physical documents and navigating multiple computer systems
  • Strong multitasking and organizational skills
  • Excellent attention to detail and critical thinking
  • Proficiency with word processing and spreadsheet applications
  • Knowledge of M&T systems (helpful but not required)

Responsibilities

  • Understand investor waterfalls and documentation standards for loss mitigation.
  • Receive, review, track, and validate borrower documentation (bank statements, paystubs, hardship letters, benefit statements, etc.).
  • Request missing or additional documents as needed.
  • Work closely with the Single Point of Contact (SPOC) team for follow‑ups.
  • Maintain compliance with internal controls, regulatory requirements, and audit expectations.
  • Perform additional duties as needed.
  • Reviewing physical and digital loan packages
  • Working in multiple internal and vendor systems
  • Checking documents for completeness, accuracy, and compliance
  • Communicating with internal partners (processors, QC, SPOCs)
  • Identifying missing pieces and preventing downstream issues
  • Ensuring documents are correctly drafted, executed, routed, and recorded

Benefits

  • competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service