Records Management Specialist (Entry Level)
About The Position
Working onsite Fulltime in the Headquarters Vault Incoming Notes – Receive critical mortgage documents daily, ensure completeness, and prepare for filing in the records vault. DOT Prep – Receive, prepare, and accurately index terminal digit mortgage documents in sequential order for efficient lookup and review. File/Pull Documents – Mastery of terminal digit filing system, and ability to return and retrieve critical documents to their correct locations in a timely manner. Log Documents – Review system of records and update mortgage loan servicing system confirming receipt of original documents. Manage, research, and update Record Management Database for tracking purposes, including full inventory of critical loan documentation for active portfolio. Imaging Documents – Image of mortgage documents using a Fujitsu scanner, validate the documents scanned, and ensure they are appropriately sent to their correct document repositories within the company DOT Shipment – Prioritize and forward investor-mandated documentation to Loan Delivery to perform GinnieMae (GNMA) and other private investor pool final certifications. Kofax Validation – Review scanned mortgage documentation, index images, and validate that the imaged documents reflect the correct document type.
Requirements
- 0-2 years required
- Basic computer proficiency is required for digital tracking
- Excel Basic proficiency is needed but not absolutely required
- Entry Level skill set: Min of 2 years
Nice To Haves
- REL Mortgage or Legal BG – they can be taught
Responsibilities
- Receive critical mortgage documents daily, ensure completeness, and prepare for filing in the records vault.
- Receive, prepare, and accurately index terminal digit mortgage documents in sequential order for efficient lookup and review.
- Mastery of terminal digit filing system, and ability to return and retrieve critical documents to their correct locations in a timely manner.
- Review system of records and update mortgage loan servicing system confirming receipt of original documents.
- Manage, research, and update Record Management Database for tracking purposes, including full inventory of critical loan documentation for active portfolio.
- Image of mortgage documents using a Fujitsu scanner, validate the documents scanned, and ensure they are appropriately sent to their correct document repositories within the company
- Prioritize and forward investor-mandated documentation to Loan Delivery to perform GinnieMae (GNMA) and other private investor pool final certifications.
- Review scanned mortgage documentation, index images, and validate that the imaged documents reflect the correct document type.
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
