Doc Specialist

Reposted 5 Days Ago
Be an Early Applicant
Santa Ana, CA
In-Office
Mid level
Financial Services
The Role
The Document Specialist prepares closing disclosures, reviews loan documents for accuracy and compliance, and collaborates with sales and escrow teams for smooth closings.
Summary Generated by Built In
Company Description

HomeXpress – Your Leading Non-QM Mortgage Lender

Join our growing team and be part of the Top Non-QM Lender in the Business

We are known for closing mortgage loans with Speed, Ease, and Convenience

Licensed in 46 States, we provide brokers with a full suite of mortgage products, including VA, FHA, & FHLMC

HomeX also has a great company culture, tremendous growth opportunities, and competitive employee benefits

Join us as we continue to grow and expand our business to the Non-Delegated Correspondent Channel!

Job Description

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, homeowner’s 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.

Top Skills

Bytepro
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The Company
HQ: Santa Ana, CA
205 Employees
Year Founded: 2015

What We Do

HomeXpress Mortgage Corp is a Top 3 Non-QM wholesale lender. We also offer FHA, VA, Prime Jumbo, and Conventional loans. We have been servicing the Non-QM market since 2015. We are experts at finding loan solutions for those unable to qualify for traditional home financing. Our executive management team has a combined 150+ years of industry experience and we’ve earned the National Mortgage Professional magazine’s Most Loved Employer in 2022. HomeXpress Mortgage also has a great company culture, tremendous growth opportunities, and competitive employee benefits.

HomeXpress Mortgage Corp. is affiliated with Seer Capital Management, a well-respected investment manager in New York, as the Company’s senior advisor and capital partner. Seer Capital Management LP is a diversified, credit-focused investment firm founded by Philip Weingord in 2008 that primarily invests in structured credit and loans. Seer Capital has approximately $755mm in assets under management as of November 1, 2022. The firm has 26 employees and has been a registered investment advisor with the U.S. Securities and Exchange Commission (SEC) since 2009.

We are currently licensed in AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NV, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, and WI*


HomeXpress Mortgage Corp. NMLS# 1446044. (https://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/1446044) Equal Housing Lender.

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