TE Pre-Review Specialist

Covius

23h•Remote

About The Position

This role is responsible for executing multiple tasks within the pre-review process, including reviewing mortgage documents, identifying and accurately entering required data into the workflow system, and managing PDF files using Adobe Acrobat (editing, bookmarking, unlocking, and routing to appropriate folders). Additional responsibilities include hard-copy and digital document extraction, redaction, retrieval of files from client portals, tracking, organizing, and transferring files to operations drives. This position is classified as a Transactional Employee (TE). Transactional Employees are assigned to work on an “as needed” or project basis. The variable nature of the transactional role cannot guarantee a 40-hour work week. Transactional employees are typically designated to work on a deal or a particular client assignment. At times, work may be reduced, and there may be occasional periods of no work. Efforts will be made to assign work, but work is entirely dependent on client needs.

Requirements

Proficient knowledge of Adobe PDF and Microsoft Office Suite, including Word, Excel, and PowerPoint.
Proficient in basic computer and administrative functions, with fast, accurate typing skills and strong attention to detail, including proper spelling, grammar, and punctuation.
Strong communication skills, both verbal and written, with the ability to interact effectively across all levels of the organization.
Technical proficiency in Loan Level Bookmarking, File Combining, Document Extraction, Redaction, and Unlocking PDF Files.
Ability to work independently and collaboratively in a fast-paced environment.
Strong organizational skills with attention to detail and the ability to manage multiple priorities.
Commitment and ability to cultivate a diverse and inclusive work environment.
Experience with Adobe PDF and Microsoft Office Suite required.
1+ years’ experience conducting data input.

Nice To Haves

Bachelor’s degree preferred.
1+ years of relevant industry experience preferred.
1+ years’ experience with mortgage documents preferred.
Additional computer training or certification preferred.

Responsibilities

Accurately enter client and loan data from source documents into proprietary systems while meeting established production and quality standards.
Compile, verify, and organize information to ensure source data is complete and ready for system entry.
Review data for errors, omissions, or inconsistencies; correct discrepancies and validate final output.
Review existing PDF bookmarks for accuracy to ensure documents meet company identification standards, adding or removing bookmarks as necessary.
Route and store files in the appropriate locations within the company’s network.
Navigate client portal sites to retrieve required documents and upload them to designated internal file paths.
Unlock, combine, and manage PDF files as required.
Perform document extractions and redactions in accordance with company guidelines.
Perform other related duties as assigned.