Specialist, Doc Mgmt Coll

Freedom Mortgage • Fishers, IN

7d • Onsite

About The Position

The Document Management Collateral Specialist handles mortgage collateral documents and is responsible for processing requests from various business partners for collecting loan collateral documents from our custodians. This will include accurate and timely recording, tracking, safekeeping of original documents, and release of the collateral to respective parties.

Requirements

• Capable of reading and interpreting policy, procedure, and investor guidelines.
• Skilled in critical thinking, problem-solving, and solution-oriented approaches.
• High School Diploma or GED required
• six (6) months to one (1) year related experience.

Responsibilities

• Meet production benchmarks and quality score requirements
• Processing incoming requests from various departments within SLA
• Receive, sort, scan, file and ship collateral.
• Organize and ensure the safekeeping of collateral loan documents in fireproof file cabinets.
• Responsible for verifying all collateral documents are present, audit documents for original vs. copies.
• Ensure data within the system is current, accurate, and complete with status in Lakewood, Fiserv, CTS or any other tracking system
• Provide requested documents to the Servicers within specified timelines
• Generate transmittals which list each document/file being shipped to servicer/requestor
• Establish organizational skills which will allow filing of returned documents to stay current and accurate
• Gather information, pull required collateral documents/files for upcoming transfers/sales
• Establish effective working relationship with all applicable contacts
• Perform inventory checks of collateral files to ensure safe keeping of original documents
• To assist with requests to/from various Freedom document custodians
• Ability to pivot and move to another task quickly to meet business needs
• Special projects as needed
• Comply with all company and department policies and procedures.
• Maintain regular and punctual attendance.
• Performs other related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED