The Role
Reviews, keys, audits, and validates mortgage documents and data according to client procedures. Retrieves information from mortgage websites and imaging systems, follows up on missing documents, identifies trends, reports performance, and supports process improvements. Requires accuracy, strong document review skills, fast typing, mortgage knowledge, teamwork, and availability for evening or night shifts across multiple projects.
Summary Generated by Built In
ROLE AND RESPONSIBILITIES
Suitable candidate would be working on projects assigned and perform activities that includes Data Keying, Data Review, Data Auditing, Document review for Completeness and Correctness based on process guidelines.
- Review preliminary documents to determine project review type.
- Key / review / modify of around 100-150 fields on client Platform/system. Associate will have to pull up various mortgage documents from clients imaging system to find required information to be entered
- Maintain a deep understanding of client process and policies
- Identify the right source of information from specific mortgage websites to gather the correct information
- Check email and ensure timely follow up for necessary process documents – internally & externally.
- Focus on accuracy/eye for details • Identify issue trends and report it to the Subject Matter Experts and Front-line Managers
- Report performance to the management daily
- Interact with team members and management on process and ideas for improvements
- Responsible for additional assignments as management deems necessary for the department
- Be a great teammate, work with your peers to help your team perform better!
QUALIFICATIONS AND EDUCATION REQUIREMENTS
- Graduates (Including BCom, BBA and MBA), Fast keying, Document Review
- Senior associates : 2 – 3 Years _ Experience
- Process associates : 0-2 Years - Experience
PREFERRED SKILLS
- Good Communication skills.
- Typing speed
- Mortgage document analytical skills
- Understand the US Mortgage property address components
ADDITIONAL NOTES
Evening / night shift working, should be able to work on multiple projects at the same time
Skills Required
- Bachelor's or master's degree, including BCom, BBA, or MBA
- Fast typing and data-keying ability
- Document review experience or skills
- Senior Associate: 2–3 years of experience
- Process Associate: 0–2 years of experience
- Good communication skills
- Mortgage document analytical skills
- Understanding of US mortgage property address components
- Availability for evening or night shifts
- Ability to work on multiple projects simultaneously
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The Company
What We Do
Outamation provides compliance-first AI and workflow automation for mortgage servicers and other regulated organizations. Its software streamlines document-heavy work such as loan modifications, loss mitigation, default servicing, and document management, combining document intelligence, customizable workflows, integrations, and automated quality checks. The company also serves healthcare providers and legal firms. Its stated mission is cost-effective, purpose-driven automation that improves efficiency while maintaining compliance with industry standards.
