Overview
The Correspondent Document Specialist I coordinates the trailing document review process and acts as a key liaison between Client and document custodian.
Job Description

• Manages a portfolio of outstanding trailing documents by communicating with Clients; engages title companies/county recorders offices as appropriate.
• Prepares monthly Client level trailing documents reports.
• Acts as liaison between the Client and document custodian.
• Participates in weekly portfolio review meetings with management; responsible for providing meaningful updates and action plans.
• Escalates issues to management/sales as appropriate; schedules and participates in conference calls; responsible for all resulting action items.
• Researches and resolves loan level exceptions identified through the document custodian review process.
• Maintains accurate documentation of actions taken on each loan; meets SLA's and updates comments as necessary.
• Researches and prepares check requests for missing trailing documents.
• Monitors the completion of 203k's and escrow holdbacks; escalates issues as appropriate.
• Perform other related duties as required and assigned
• Demonstrate behaviors which are aligned with the organization's desired culture and values

Ideal Candidate will have the following:

• Demonstrates expertise in a variety of the field's concepts, practices & procedures.
• Relies on experience & judgment to plan and accomplish goals.
• Knowledge of basic computer software programs, including Internet, Windows and Microsoft Office Suite.
• Must be highly proficient in Excel and Word
• Must be a team player with strong attention to detail and able to work independently
• Proven track record at delivering timely and accurate information in a fast-paced environment
• Excellent critical thinking, problem solving, mathematical skills and sound judgment
• Financial Services and, if possible, mortgage industry experience preferred
• Strong business acumen and ability to interface with executive management

Years of Experience:
1Education:
High School Diploma/GED