Collateral Documentation Specialist (Onsite)

Lendz Financial; Fort Lauderdale (FL); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Highly subsidized medical insurance

Low-cost dental and vision coverage

401(k) program

Health Savings Account (HSA)

Generous paid time off

Career development opportunities

Dynamic, mission-driven culture

Job summary

Lendz Financial is seeking a highly organized Document Processing Specialist to join our Fort Lauderdale Operations team. Onsite at our Fort Lauderdale headquarters, you will manage collateral documentation, support servicing and funding, and ensure loan file accuracy and compliance.

No mortgage experience is required—we’ll train you. This role emphasizes attention to detail, confidentiality, and collaboration with investors and title companies to keep post-closing activities smooth and

Qualifications

• Minimum 2 years’ experience in an administrative or operations capacity.
• High school diploma or GED required; Bachelor’s degree preferred.
• Excellent written and verbal communication skills; detail-oriented and organized.
• Proficiency with Microsoft Office 365 (Excel, Word, Outlook); comfortable learning new tech.

Responsibilities

• Process daily shipping of collateral to warehouse banks.
• Generate and save Allonge to Promissory Note to file.
• Separate documents investors need from closing package.
• Save original docs and scan to PDF formats.
• Document dates of shipments in Zoho.
• Create FedEx labels for collateral shipments.
• Scan and mail recorded mortgages and trailing docs to investors.
• Fill Transmittal Template for investors for trailing docs.
• Handle urgent/non-urgent trailing doc requests promptly.
• Review collateral packages and request missing documents.
• Build positive relationships with investors, title companies, and internal teams.

Skills

Attention to detail

Time management

Written & verbal comms

Discretion with confidentiality

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

Microsoft Office 365

Excel

Word

Outlook

Job description

Lendz Financial is seeking a highly organized Document Processing Specialist to join our Fort Lauderdale Operations team. Onsite at our Fort Lauderdale headquarters, you will manage collateral documentation, support servicing and funding, and ensure loan file accuracy and compliance.

No mortgage experience is required—we’ll train you. This role emphasizes attention to detail, confidentiality, and collaboration with investors and title companies to keep post-closing activities smooth and