Mortgage Post-Closing Document Indexing Specialist

First United Bank • Durant, OK

72d • Onsite

About The Position

This position is responsible for Indexing and Reviewing signed loan closing documents into Encompass following company’s guidelines. Contacting Borrowers, Title Companies or FUBM Closers/Funders for missing or un-signed closing documents and confirming receipt. Working Audit Indexing Loan Request from Mortgage Compliance. Delegating loans to be indexed or that have been requested by Audit to other Post-Closing team members if required.

Requirements

• High school diploma or GED required.
• Prior banking/mortgage experience preferred.
• Basic mathematical skills.
• Proficient computer skills.
• Exceptional customer service skills.
• Good problem-solving and decision-making skills.
• Demonstrates good judgment.
• Strong organizational skills.
• Strong interpersonal skills and ability to work well with a wide range of people.
• Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication.
• Ability to use e-mail, phone, and other communication tools are necessary.
• Willingness to accept additional responsibilities.
• Dependable and adheres to time-lines and schedules.
• Takes initiative in development and completion of projects.

Nice To Haves

• Less than 2 Years Mortgage Experience (Specialist)
• 2-4 Years Mortgage Experience (Specialist I)
• 4-6 Years Mortgage Experience (Specialist II)
• 8 Plus Years Mortgage Experience (Specialist III)

Responsibilities

• Indexes and reviews signed closing documents into Encompass efolder, keeping up with all Company policies.
• Contacts Borrowers, Title Companies or FUBM Closers/funders for missing or non-signed closing documents.
• Completes audit loan request and/or required corrections from Mortgage Compliance.
• Contacts other Team Members to assist with indexing to keep pipeline count to meet company policies.
• Provides back-up for Mortgage Post-Closing Incoming Mail Specialist.
• Provides backup for Mortgage Post-Closing Scanning/Shredding Specialist.
• Scanning and Indexing recorded MTG/DOT and TPOL.
• Provides back-up assistance to others within the department as needed.
• Performs other duties as requested by Management.
• Completes all required compliance exams on a yearly basis.
• Adherence to all First United Policies and Procedures.
• Adheres to First United Dress policy.
• Recommends to Manager possible methods to improve department.

Benefits

• excellent career opportunities
• a wide array of benefits

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED