Audit & Documentation Specialist – Real Estate & Mortgage

Fay Financial; Farmers Branch (TX); Hybrid; USD 42,000 - 43,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

Company Paid Life Insurance

Disability Insurance

Pet Insurance

401k Program with Employer Matching

3 Weeks Paid Time Off (PTO)

Paid Holidays

Wellness Initiatives

Employee Assistance Program

Hybrid Schedule with Remote Flex Days

Job summary

The Fay Group is seeking an administrative professional in Texas to oversee the audit and review of investor, client, counterparty, and rating agency requests. You will coordinate initial materials, delegate to internal teams, compile responses, and route for SVP approval.

You will also manage deadlines for pre-audit materials, handle data file/reporting to counterparties and rating agencies, and support the Legal department, including the General Counsel, with high-level customer service.

Qualifications

• Bachelor’s degree preferred; High school diploma/GED required.
• Experience in mortgage servicing or lending is a plus.
• Proficient in Outlook, Word, Excel, and PowerPoint.
• Excellent organizational, reading, and written communication skills required.
• Ability to multitask and communicate effectively with upper management and external third parties.
• Experience in a legal department is desirable.

Responsibilities

• Audit/review process for investor, client, counterparty, and rating agency requests.
• Assign and delegate request items to internal departments; compile responses and documentation.
• Review responses prior to submission to SVP for final approval.
• Ensure deadlines for pre-audit/review materials and requests are met.
• Manage regular data file/reporting to counterparties and rating agencies.
• Provide administrative assistance to the Legal Department and General Counsel.

Skills

Microsoft Office proficiency

Organizational skills

Written and verbal communication

Multitasking

Education

Bachelor’s degree

High school diploma/GED

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

Job description

The Fay Group is seeking an administrative professional in Texas to oversee the audit and review of investor, client, counterparty, and rating agency requests. You will coordinate initial materials, delegate to internal teams, compile responses, and route for SVP approval.

You will also manage deadlines for pre-audit materials, handle data file/reporting to counterparties and rating agencies, and support the Legal department, including the General Counsel, with high-level customer service.