Mortgage Post-Closing Document Indexing Specialist

SUMMARY

This position is responsible for Indexing and Reviewing signed loan closing documents into Encompass following company’s guidelines.  Contacting Borrowers, Title Companies or FUBM Closers/Funders for missing or un-signed closing documents and confirming receipt.  Working Audit Indexing Loan Request from Mortgage Compliance.  Delegating loans to be indexed or that have been requested by Audit to other Post-Closing team members if required.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

Indexes and reviews signed closing documents into Encompass efolder, keeping up with all Company policies. Contacts Borrowers, Title Companies or FUBM Closers/funders for missing or non-signed closing documents. Completes audit loan request and/or required corrections from Mortgage Compliance. Contacts other Team Members to assist with indexing to keep pipeline count to meet company policies.   Provides back-up for Mortgage Post-Closing Incoming Mail Specialist. Provides backup for Mortgage Post-Closing Scanning/Shredding Specialist. Scanning and Indexing recorded MTG/DOT and TPOL. Provides back-up assistance to others within the department as needed.

ADDITIONAL DUTIES AND RESONSIBILITIES

• Performs other duties as requested by Management. 
• Completes all required compliance exams on a yearly basis.
• Adherence to all First United Policies and Procedures. 
• Adheres to First United Dress policy.
• Recommends to Manager possible methods to improve department. 

EMPLOYEE SPECIFICATIONS for Senior Loan Delivery Specialist, I, II, III

Years of Experience required for Document Indexing Specialist Titles

• Less than 2 Years Mortgage Experience (Specialist)
• 2-4 Years Mortgage Experience (Specialist I)
• 4-6 Years Mortgage Experience (Specialist II)
• 8 Plus Years Mortgage Experience (Specialist III)

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

• High school diploma or GED required.
• Prior banking/mortgage experience preferred.

Technical/Functional Competencies

• Basic mathematical skills.
• Proficient computer skills.
• Exceptional customer service skills.
• Good problem-solving and decision-making skills.
• Demonstrates good judgment.
• Strong organizational skills.
• Strong interpersonal skills and ability to work well with a wide range of people.
• Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication.
• Ability to use e-mail, phone, and other communication tools are necessary.
• Willingness to accept additional responsibilities.
• Dependable and adheres to time-lines and schedules.
• Takes initiative in development and completion of projects.

NOTE: This job description is not intended to be all-inclusive, variations to requirements and/or experience may occur.  Employee may perform other related duties as assigned by Manager to meet the ongoing needs of the organization.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected] for assistance.