Records Management Specialist

RoundPoint Mortgage Servicing•Fort Mill, SC
•Onsite

About The Position

The Records Management Specialist is responsible for lien release activities; intake of collateral files and documents; pulling and tracking trailing documents; ordering documents from and submitting documents to offsite storage; scanning collateral documents; and returning files to the custodian. The role supports document processing and records management for mortgage servicing operations, including work for specified subservicing clients.

Requirements

  • Intermediate computer skills, including Microsoft Office products.
  • Working knowledge of Microsoft Excel.
  • Strong oral and written communication skills.
  • Problem-solving skills, including identifying issues and concerns and participating in solutions.
  • Ability to maintain confidentiality.
  • Strong organizational skills, with attention to detail and accuracy.
  • Ability to work in a team environment.
  • Ability to work under strict deadlines and meet or exceed goals.
  • Ability to understand and prioritize tasks according to urgency.
  • High school diploma or GED equivalent.

Nice To Haves

  • One to two or more years of mortgage servicing experience.
  • Knowledge of mortgage-related documents.
  • Experience or knowledge of the MSP loan servicing system.

Responsibilities

  • Assist with the lien release process, including monitoring the lien release inbox, clearing chain of titles, resolving lien release issues, and working lien release tasks and reports.
  • Prepare lien release documents for specified subservicing clients and ensure timely county recordation.
  • Ensure paid-in-full loan documents are processed in accordance with state requirements.
  • Read incoming documents to determine how they should be classified and where they should be shipped or filed.
  • Prepare and scan documents into the imaging repository system.
  • File documents in appropriate locations and create accurate manifests.
  • Track all original documentation in appropriate trackers.
  • Redact documents when required for audit.
  • Request documentation from and submit documentation to offsite storage.
  • Return original documentation to the appropriate document custodian upon request.
  • Prepare and ship necessary documents to the document custodian.
  • Process post-closing documents by creating manifests, preparing documents according to agency requirements, and shipping them to appropriate document custodians.
  • Assist with production and other projects as needed.
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