Mortgage File Specialist I - Part Time

Park National Bank•Newark, OH

3d•Onsite

About The Position

This position is responsible for tracking mortgage loan files from origination to destruction. The specialist will prepare and notarize mortgage release documentation, monitor the flow of loan files, and support bank associates and customers by providing requested loan documents. Key tasks include scanning and uploading documents to efile, performing physical file reviews, assisting with audits, and responding to various requests regarding loan files. The role also involves preparing checks for submission of releases to county recorder and title offices.

Requirements

High school diploma or equivalent
0-2 years of equivalent experience
Basic Computer Skills
Organizational Skills/Detail Oriented
Able to Multi-Task or Juggle Priorities
Problem/Situation Analysis
Technical Expertise
Capacity to interpret and technical and regulatory instructions

Nice To Haves

Interpersonal/Customer Service Skills
Written and Verbal Communication
Ability to understand and follow directions
Adaptable to change
Leadership/Management Skills
Ability to influence others
Ability to build collaborative relationships
Ability to develop or mentor others
Ability to work as part of a team
Analytical Thinking
Strategic Planning and Decision Making
Creativity

Responsibilities

Track mortgage loan files from origination to destruction.
Prepare and notarize applicable mortgage release documentation from recorded documents, following the recording guidelines for both in-state and out-of-state mortgage releases for paid loans or partial releases.
Monitor flow of loan files from the File Center to off-site storage, if applicable.
Support bank associates and customers by referring them to the efile on Director Unity Client, or if necessary, by forwarding requested loan documents via email, fax, interoffice mail, or in-person delivery.
Scan and upload any additional physical documents and electronic documents to efile in Director Unity.
File any documents in the physical file that are required and update physical file checklist as well as electronic physical file checklist in workflow.
Perform Physical File Review for required documents and track in Director Unity Client Physical File Review Workflow.
Assist with internal and/or external audits by organizing and delivering file requests in a timely manner.
Respond to File Center phone calls, workflow requests, email, in-person requests, and fax requests in order of urgency and/or priority.
Prepare checks for submission of releases to the county recorder offices and the county title Offices.