Summary:
The Document Management Collateral Specialist handles mortgage collateral documents and is responsible for processing requests from various business partners for collecting loan collateral documents from our custodians. This will include accurate and timely recording, tracking, safekeeping of original documents, and release of the collateral to respective parties.
Essential Job Duties and Responsibilities:
Meet production benchmarks and quality score requirements
Processing incoming requests from various departments within SLA
Receive, sort, scan, file and ship collateral.
Organize and ensure the safekeeping of collateral loan documents in fireproof file cabinets.
Responsible for verifying all collateral documents are present, audit documents for original vs. copies.
Ensure data within the system is current, accurate, and complete with status in Lakewood, Fiserv, CTS or any other tracking system
Provide requested documents to the Servicers within specified timelines
Generate transmittals which list each document/file being shipped to servicer/requestor
Establish organizational skills which will allow filing of returned documents to stay current and accurate
Gather information, pull required collateral documents/files for upcoming transfers/sales
Establish effective working relationship with all applicable contacts
Perform inventory checks of collateral files to ensure safe keeping of original documents
To assist with requests to/from various Freedom document custodians
Ability to pivot and move to another task quickly to meet business needs
Special projects as needed
Comply with all company and department policies and procedures.
Maintain regular and punctual attendance.
Other Job Duties and Responsibilities:
Performs other related duties as assigned.
Supervisory Responsibilities:
This position is an individual contributor.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Capable of reading and interpreting policy, procedure, and investor guidelines.
Skilled in critical thinking, problem-solving, and solution-oriented approaches.
Education and/or Experience:
High School Diploma or GED required; six (6) months to one (1) year related experience.
Certificates, Licenses, Registrations:
None Required
Work Complexity:
Problems and issues faced are generally routine, but often require interpretation of FFOC’s procedures or policies to resolve problems.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.
Equal Employment Opportunity:
The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.
Americans with Disabilities Act:
Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.
Job Responsibilities:
The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.
Skills Required
- High school diploma or GED
- Six months to one year of related experience
- Ability to read and interpret policies, procedures, and investor guidelines
- Critical thinking and problem-solving skills
- Ability to perform document processing, filing, tracking, auditing, and safekeeping duties accurately
- Ability to meet production benchmarks, quality requirements, and service-level timelines
- Ability to occasionally lift or move up to 25 pounds
Freedom Mortgage Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Freedom Mortgage and has not been reviewed or approved by Freedom Mortgage.
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Leave & Time Off Breadth — Paid time off, multiple paid holidays, and references to volunteer and bereavement leave indicate a broad time-off offering.
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Healthcare Strength — Medical, dental, vision, disability, and life insurance are consistently highlighted, alongside multiple plan options and EAP support.
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Flexible Benefits — Extras such as FSA/dependent care options, tuition assistance, and pet insurance reflect flexibility and breadth beyond core benefits.
Freedom Mortgage Insights
What We Do
For over 30 years, Freedom Mortgage has helped millions of Americans achieve their dreams of homeownership and financial betterment. The wellbeing and improvement of our customers' lives and the communities in which they live fuels our ambition. We’re driven by boundless stamina and an unwavering focus on continuous collaboration, relentlessly seeking the right solutions for every customer and loan every day. Today, we service nearly 1.5 million customers with over $300 billion in mortgage loan assets, and we consistently rank as one of the nation's top 10 lenders. We are over 13,500 team members strong, recognized as a Top Workplace in the U.S., and are continuing on our unprecedented growth trajectory. Freedom Mortgage is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, disability, or national origin. Local applicants are encouraged to apply. Employment contingent upon successful completion of a background investigation. Smoke-free workplace. Drug-free work environment. Excellent benefits package including medical, dental, vision, and 401(k). All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search. Come #SoarWithUs and be a part of the Freedom family! Freedom Mortgage Corporation 951 Yamato Road, Suite 175 Boca Raton, FL 33431 Lender NMLS ID: 2767 www.nmlsconsumeraccess.org
