Mortgage Specialist - Investor Fulfillment II
About The Position
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. POSITION SUMMARY The Mortgage Specialist Investor Fulfillment II is responsible for the accurate and timely delivery of loan images and collateral files to third-party investors. This role ensures that all documentation meets investor requirements and proactively manages exception findings during due diligence reviews. The specialist will either resolve issues independently or coordinate with internal departments to cure deficiencies, ensuring investor satisfaction and compliance with regulatory standards. DESCRIPTION Essential Functions, Duties, and Responsibilities Loan Delivery & Collateral Management Prepare and deliver complete loan packages and collateral files to investors post-closing. Ensure all documentation is accurate, complete, and compliant with investor guidelines. Track and confirm receipt of files by investors and custodians. Due Diligence & Exception Handling Review investor feedback and exception reports related to loan documentation. Investigate and resolve findings independently when possible. Collaborate with underwriting, compliance, and operations teams to cure complex exceptions. Maintain detailed records of exception resolution and investor communications. Monitor investor delivery and cure timelines and escalate delays or issues as needed. Ability to effectively and accurately convey information to others. Performs related duties as assigned by management.
Requirements
- High School Diploma or equivalent.
- 2-4 years’ experience in mortgage fulfillment, post-closing, or investor delivery.
- Strong understanding of mortgage documentation, collateral file management, and investor guidelines.
- Knowledge of industry program policies, procedures, regulations, and laws
- Experience with due diligence processes and exception resolution.
- Proficiency in loan origination systems and document imaging software.
- Excellent organizational, analytical, and communication skills.
- Ability to work independently and collaboratively in a fast-paced environment.
Responsibilities
- Prepare and deliver complete loan packages and collateral files to investors post-closing.
- Ensure all documentation is accurate, complete, and compliant with investor guidelines.
- Track and confirm receipt of files by investors and custodians.
- Review investor feedback and exception reports related to loan documentation.
- Investigate and resolve findings independently when possible.
- Collaborate with underwriting, compliance, and operations teams to cure complex exceptions.
- Maintain detailed records of exception resolution and investor communications.
- Monitor investor delivery and cure timelines and escalate delays or issues as needed.
- Ability to effectively and accurately convey information to others.
- Performs related duties as assigned by management.
Benefits
- Medical, dental, and vision insurance
- Health Savings Account with employer contribution
- 401(k) Retirement plan with employer match
- Paid Maternity Leave/Parental Bonding Leave
- Pet insurance
- Adoption Assistance
- Tuition reimbursement
- Employee Loan Program
- The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
- Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
- 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
- Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
- Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
