The Role
Manage mortgage document lifecycle between LOS and DGS: build and maintain custom documents, conditional logic, data mappings, and closing packages; ensure TRID and agency compliance; configure eSign/eDelivery workflows; maintain state-specific disclosures; perform UAT, regression testing, version control, and audit-ready documentation.
Summary Generated by Built In
Job Summary & Responsibilities Preferred Qualifications
Mortgage Operations Document Specialist JOB SUMMARY:
The Mortgage Document Specialist manages the entire lifecycle of Gateway's mortgage documents and disclosures between the Loan Origination System (LOS) and Document Generation System (DGS), ensuring accuracy across all products and states. This hands-on, compliant-driven role translates regulatory rules into technical logic to prevent closing delays, cure costs, and repurchase risks.
Mortgage Operations Document Specialist PRIMARY JOB RESPONSIBILITIES:
* Builds and maintains custom documents, conditional logic, data mappings, and document sets in DGS.
* Builds and maintains custom documents, conditional logic, data mappings, and document sets in DGS.
* Configures closing packages, smart docs, and data mapping between LOS and DGS for accurate population.
* Owns TRID compliance for initial disclosures, Loan Estimates, Closing Disclosures, and changed-circumstance logic.
* Configures eConsent, eDelivery, and eSign workflows for Conventional, FHA, VA, USDA, Jumbo, and Non-QM products.
* Maintains accurate state-specific disclosures, timing rules, and loan-level requirements.
* Configures closing docs for wet, hybrid, and Full eClose/RON transactions based on product and state.
* Manages version control, effective dates, and audit-ready documentation for all custom documents.
* Performs UAT, build test cases, and execute regression testing to ensure accurate document output.
* Translates CFPB, investor, and agency (FNMA, FHLMC, FHA) changes into actionable configuration updates.
* Exercises awareness with regard to possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules.
* Performs related responsibilities as required or assigned.
Mortgage Operations Document Specialist REQUIRED QUALIFICATIONS:
Knowledge/Skill/Ability
* Thorough knowledge of loan production.
* Thorough knowledge of agency selling guide disclosure and document requirements across FNMA, FHLMC, FHA, VA, and USDA.
* Demonstrated working knowledge of mortgage Document Generation Systems, including custom document development and conditional logic.
* Strong written documentation skills. Able to produce configuration documentation, test scripts, and audit responses without significant rework.
* High attention to detail and comfort working with field-level precision and structured data.
* Exemplifies the Gateway Values: Growth Oriented, Make a Difference, "Get it Done" Attitude, Team Player, Do the Right Thing
* Thorough knowledge of loan production.
* Thorough knowledge of agency selling guide disclosure and document requirements across FNMA, FHLMC, FHA, VA, and USDA.
* Demonstrated working knowledge of mortgage Document Generation Systems, including custom document development and conditional logic.
* Strong written documentation skills. Able to produce configuration documentation, test scripts, and audit responses without significant rework.
* High attention to detail and comfort working with field-level precision and structured data.
* Exemplifies the Gateway Values: Growth Oriented, Make a Difference, "Get it Done" Attitude, Team Player, Do the Right Thing
Education/Experience
* Bachelor's Degree, or equivalent.
* 2-4 years configuring mortgage documents and disclosures in a production LOS or document engine environment.
* Experience supporting a Freddie Mac and Fannie Mae seller/servicer.
* Familiarity with state-specific document requirements in Texas (including Texas Section 50(a)(6) home equity), Oklahoma, and South Carolina.
* Bachelor's Degree, or equivalent.
* 2-4 years configuring mortgage documents and disclosures in a production LOS or document engine environment.
* Experience supporting a Freddie Mac and Fannie Mae seller/servicer.
* Familiarity with state-specific document requirements in Texas (including Texas Section 50(a)(6) home equity), Oklahoma, and South Carolina.
Mortgage Operations Document Specialist SPECIAL JOB DIMENSIONS:
None.
NOTE: The essential job functions and associated qualifications contained in this document describe the general nature and level of the work performed. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the essential job functions may vary from day-to-day. Major changes in areas of responsibility may occur, as directed by management, and will require revision of this job description.
Skills Required
- Thorough knowledge of loan production.
- Thorough knowledge of agency selling guide disclosure and document requirements across FNMA, FHLMC, FHA, VA, and USDA.
- Demonstrated working knowledge of mortgage Document Generation Systems, including custom document development and conditional logic.
- Strong written documentation skills; produce configuration documentation, test scripts, and audit responses.
- High attention to detail and comfort working with field-level precision and structured data.
- Bachelor's Degree or equivalent.
- 2-4 years configuring mortgage documents and disclosures in a production LOS or document engine environment.
- Experience supporting a Freddie Mac and Fannie Mae seller/servicer.
- Familiarity with state-specific document requirements in Texas, Oklahoma, and South Carolina.
- Knowledge of TRID compliance and changed-circumstance logic.
- Experience configuring eConsent, eDelivery, and eSign workflows for Conventional, FHA, VA, USDA, Jumbo, and Non-QM products.
- Awareness of BSA/AML, OFAC, and GLBA/privacy rules and reporting obligations.
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Gateway is a leading financial institution headquartered in Jenks, Oklahoma, dedicated to strengthening families and communities. It provides personalized banking and mortgage solutions and is one of the largest financial institutions in Oklahoma, with assets exceeding $2 billion and a strong national mortgage presence through over 70 locations across the country.
