Final Docs Specialist

Final Docs Specialist

Job Description

I.  JOB SUMMARY:

Under the direction of the Post Closing Manager, receives, processes, and distributes incoming final documents to appropriate investors.

II. DUTIES AND RESPONSIBILITIES:

  • Receives, opens and appropriately identifies all incoming final document mail and matches with corresponding loan file.
  • Enters received date and type of document received into encompass for each loan.
  • Verifies if loan has been purchased by an investor
  • Prints transmittal sheets and scans cover sheets from encompass for each document.
  • Logs out scanned documents to investors on purchased loans.
  • Prepares and prints shipping labels to send documents to investors.
  • Files documents on non-purchased loans following designated procedures.
  • Scans government insuring follow-up documents into encompass.
  • Maintains a professional image and adheres to standards consistent with company policies and procedures.
  • Performs other duties as assigned.

III. JOB REQUIREMENTS:

  • High school diploma or equivalent.
  • Excellent communication skills, both verbal and written.
  • Ability to meet deadlines.
  • Team player
  • Adapt quickly to a rapidly changing environment.
  • Exhibit excellent PC skills.
  • Demonstrated ability to perform a number of complex tasks simultaneously and effectively.
  • Must be able to work regularly scheduled hours; arriving at scheduled reporting time and at the prescribed time after any breaks or lunch periods.
  • Must be able to work overtime on short notice, as required.

DISCLAIMER: The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the company.

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Job Category: Corporate Operations
Job Type: Full Time
Job Location: Addison
Job Number: JO-146-8232024

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