Description
Basic Description:
A Final Document Specialist maintains the workflow of trailing document operations. This person handles relationships with investors and title companies, working with them on a daily basis to ensure trailing documents are provided to investors within the deadline to avoid penalty.
Responsibilities:
- Receives and reviews Trailing Documents, then scans and prepares them for delivery to the corresponding investor or document custodian.
- Monitors reports for outstanding trailing documents and works with appropriate parties to obtain them
- Follows up with appropriate parties to correct any deficiencies in final trailing documents as identified by investors
- Monitor Final Docs email for emailed policies and corrections needed
- Review final documents for retained files and process as needed
- Facilitate Ginnie Pool Processing, including simultaneous reviewing, requesting, and tracking of final certifications and shipment of trailing documents
- Boards Files for Servicing
- Loads and scrubs all loan data
- Generate and disseminate letters to borrower for servicing information
- Maintain knowledge of all systems supporting tracking and delivery of trailing documents to investors and retained loans
- Develop and maintain good working relationships with internal and external customers
- Maintain working knowledge of investor requirements and our loan origination system (Encompass)
- Any other duties as needed to support to team
Requirements
Required Qualifications & Skills:
- Strong written, verbal and interpersonal communication skills and the ability to use e-mail, telephone, and other communication tools as necessary.
- Ability to independently plan, prioritize, organize and complete work in an efficient manner. Ability to work quickly and accurately. Attention to detail required.
- Proficient computer skills required; knowledge of Microsoft Office (Word, Excel and Outlook) and Internet Browsers.
- Ability to operate office equipment including computers, telephones, voice mail, copy machines and scanners
- Knowledge of modern office practices and procedures; accurate grammar, spelling, punctuation and Standard English usage; business correspondence formats, record keeping and filing methods; basic math calculations.
- Must possess good judgment and the ability to handle confidential information.
- Ability to interpret and follow a variety of instructions furnished in written, oral, diagram, or schedule form and complete assignments without detailed directions. Problem solving skills required
- Ability to maintain regular and punctual attendance
- Available to work overtime; if applicable
- Flexible attitude with ability to work under pressure
Preferred Qualifications & Skills:
- Understand that good working relationships are one of the keys to success in this organization.
- Familiarity with all applicable endorsements and riders to the mortgage
- Knowledge of specific county requirements and terms
- Knowledge of loan origination systems, such as Encompass is preferred
A Career with Ownership. A Team that Feels Like Family. Flat Branch Home Loans offers more than a paycheck. We provide a comprehensive benefits package and a culture built around employee success, growth, and ownership.
Our benefits include health, dental, and vision coverage, a 401(k) with company Safe Harbor contributions, an Employee Stock Ownership Plan (ESOP), paid time off, paid holidays, life and disability insurance, and access to healthcare advocacy services through HealthJoy. Most importantly, you'll join a team where employees are valued, supported, and empowered to make a difference in the communities we serve.