Doc Specialist

Santa Ana, CA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Document Specialist

Department: Docs and Disclosure Department

Reports To: Operations Manager

PRIMARY FUNCTIONS: The Document Specialist is responsible for preparing the Closing Disclosures Final Closing Package and reviewing the closing package. You will work with sales operations team and title/escrow companies to ensure our borrower have a smooth and enjoyable closing experience.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Prepare and complete accurate and compliant Initial and Final Closing Disclosures within the TRID timing guideline requirements.
Review loans to ensure accuracy of documentation compliance with federal/state regulations and compliance with in-house loan policy
Familiar with regulatory requirements regarding disclosures and mortgage loan documents
Must be detail-oriented
Review title commitment homeowners insurance flood certification invoices etc. to make sure all information is inputted and showing correctly on closing documents
Superior communication skills both verbal and written including professional and polite business email correspondence with proper grammar
Ability to resolve complex issues with minimal supervision
Strong time management skills to plan and organize a high daily volume with deadlines
Must be a team player and work constructively and collaboratively with their fellow employees and title/escrow companies

DESIRED PERSONAL CHARACTERISTICS:

Detail oriented and committed to the highest quality
Self-Starter with positive Can-Do attitude
Works well under pressure and relishes the responsibility that comes with the job
Problem solving and analysis
Communication proficiency
An open-minded individual that embraces change and innovation

JOB REQUIREMENTS:

Follow policies and guidelines when processing Initial and Final Closing Disclosures and Closing Documents

Perform file reviews while adhering to regulatory compliance and time frames

Monitor pipeline and balance workload accordingly

Work collaboratively with internal and external clients to provide superior customer service

Understanding of TRID guidelines

EDUCATION:

High School Diploma or equivalent

EXPERIENCE:

Minimum of 3 years as a mortgage loan documents drawer
Experience with BytePro (Preferred)

PHYSICAL REQUIREMENTS:

This position is in an office setting with computer and general office equipment. The position requires the ability to move freely around within the department and other department locations

Additional Information :

All your information will be kept confidential according to EEO guidelines.

Remote Work :

Employment Type :

Full-time

Job Title: Document SpecialistDepartment: Docs and Disclosure DepartmentReports To: Operations ManagerPRIMARY FUNCTIONS: The Document Specialist is responsible for preparing the Closing Disclosures Final Closing Package and reviewing the closing package. You will work with sales operations team and ...