Mortgage File Specialist I - Part Time

Park National Bank•Newark, OH

4d•Onsite

About The Position

The Mortgage File Specialist I - Part Time role is responsible for managing mortgage loan files throughout their lifecycle, from origination to destruction. This includes preparing and notarizing mortgage release documentation, monitoring file flow, supporting bank associates and customers with document requests, and maintaining both physical and electronic file records. The role also involves assisting with audits, responding to various requests, and preparing checks for submission to county offices.

Requirements

High school diploma or equivalent
0-2 years of equivalent experience
Interpersonal/Customer Service Skills
Written and Verbal Communication
Ability to understand and follow directions
Adaptable to change
Basic Computer Skills
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
Organizational Skills/Detail Oriented
Analytical Thinking
Able to Multi-Task or Juggle Priorities
Problem/Situation Analysis
Technical Expertise
Strategic Planning and Decision Making
Creativity
Capacity to interpret and apply technical and regulatory instructions

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