Document Administration – Collateral Specialist II (On-site)

Newrez; Greenville (SC); Presencial; USD 42.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

401(k) with match

Parental Leave

Tuition Reimbursement

Mortgage Loan Program

Volunteer Time Off

Descripción de la vacante

Newrez is seeking a Document Administration Collateral Specialist II to manage collateral documentation, maintain inventories, and coordinate with investors, custodians, and vendors. The role emphasizes timely processing, accuracy, and system updates across mortgage servicing workflows.

On-site position in Greenville, SC, requiring 2–4 years of related experience and strong MS Office skills. The team focuses on compliance, reporting, and efficient servicing operations.

Formación

• High school diploma or equivalent required.
• Associates or bachelor’s degree preferred.
• 2-4 years’ experience in Document Administration or Mortgage Servicing.
• Internal candidates only: prior year performance evaluation and supervisor recommendation.

Responsabilidades

• Ensure documentation is completed within defined SLAs.
• Request collateral files from custodians to support Loss Mitigation, Bankruptcy and Foreclosure processes.
• Identify and cure collateral exceptions for delivery and certifications.
• Address inquiries from vendors, investors and portfolio managers promptly.
• Review daily task queue and reports to ensure SLA compliance.
• Update and annotate actions in all loans in relevant systems.
• Prepare reporting for management, investors, and vendors.
• Update MERS and maintain real-time inventory of collateral/files.
• Identify, catalog, and ship requested documents or full files to third parties.
• Ensure inventory system entries within SLAs and perform monthly audits.

Conocimientos

Mortgage servicing

Document management

Vendor coordination

MS Office

Data reporting

Attention to detail

Educación

High school diploma or equivalent

Associates or bachelor’s degree preferred

2-4 years’ experience in Document Administration or Mortgage Servicing

Herramientas

MERS

Custodial systems

Descripción del empleo

Who We Are

At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact.

Who We Are

At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact. Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.

Primary Function

The Document Administration Collateral Specialist II is responsible for receiving, cataloging, and shipping requested collateral and/or servicing documentation or full physical files to 3rd party firms, 3rd party document custodians, and/or 3rd party vendors. The Document Administration Collateral Specialist II communicates heavily with vendors, custodians and servicing and originations partners to facilitate all collateral requests in a timely manner. The Document Administration Collateral Specialist II is expected to have an intermediate working knowledge of all systems, investor requirements, custodial and archive processes. They should be able complete their workload with limited input from supervisors while acting as a resource for more junior team members.

Principal Duties

• Ensure requested documentation is accurately completed within specific task SLAs.
• Request collateral files from investor designated document custodians to ensure that all needed documentation is obtained (within specific SLAs) to efficiently process Loss Mitigation, Bankruptcy and Foreclosure proceedings.
• Identify and cure collateral exceptions for delivery, sales, and certifications.
• Address inquiries from vendors, investors, Portfolio Managers, etc. professionally and in a timely fashion.
• Review daily task queue and exception reports to ensure completion of assigned duties within specific SLAs.
• Update and annotate all actions/follow-ups processed on loans in all appropriate systems.
• Prepare required reporting – management, investor, vendor, etc.
• Update Mortgage Electronic Records System, Inc. (MERS) database to ensure adequate reporting of changes in mortgage servicing rights and beneficial ownership interests in loans serviced by SMS.
• Update and maintain real-time inventory of received physical collateral and servicing files.
• Update and maintain real-time inventory of images of documents contained within the physical collateral and servicing files received.
• Identify, process, catalog/inventory and prepare shipments of any requested documents (Assignments of Mortgage, Allonges, Lost Note Affidavits, Lost Mortgage Affidavits, etc.) or full collateral/servicing files for loans serviced by Shellpoint Mortgage Servicing with various levels of complexity.
• Ensure requested collateral files and/or specific documents are accurately processed within the inventory system within predefined SLAs.
• Review and process exception reporting at various stages of the inventory and check-in/check-out process.
• Complete monthly inventory audits with custodians, file centers and the onsite file room.
• Performs related duties as assigned by supervisor.

Education and Experience

• High school diploma or equivalent, required.
• Associates or bachelor’s degree preferred.
• 2-4 years’ experience in Document Administration or Mortgage Servicing or similar field.
• Prior year performance evaluation of 3.3 or better. (Internal candidates only)
• Direct Supervisor recommendation. (Internal candidates only)

Knowledge, Skills, And Abilities

• Intermediate understanding of mortgage servicing and originations – Post Closing, Loss Mitigation, Bankruptcy, Foreclosure, and REO (Real Estate Owned).
• Intermediate knowledge of all servicing systems, image repositories, MERS, collateral tracking systems, custodial systems, and vendor systems.
• Basic knowledge of abstracting land records.
• Intermediate knowledge of investor requirements for perfected collateral for delivery, sales, and certifications.
• Intermediate knowledge of Foreclosure and Bankruptcy requirements for perfected collateral.
• Ability to handle confidential material in a professional, ethical manner.
• Strong interpersonal skills to build and maintain professional relationships with vendors, co-workers, etc.
• Professional communication skills – written & verbal.
• Strong time management skills & ability to respond to vendor/inter-departmental requests in a timely fashion.
• Ability to prioritize workload to meet deadlines and achieve volume goals and performance standards.
• Proficient knowledge of MS Office: Word, Excel & Outlook Ability to merge, summarize and present data using excel functions such as pivot tables and formulas.
• Research & analytical skills to comprehend applicable state laws.

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

By applying to this position candidate acknowledges that this is not a remote role and is required to be on-site.

Additional Information

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.

Why Newrez

We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.

Company Benefits

• Medical, dental, and vision insurance
• Health Savings Account with employer contribution
• 401(k) Retirement plan with employer match
• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
• Adoption Assistance
• Tuition & Certification reimbursement
• Employee Mortgage Loan Program
• The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships

Newrez NOW

• 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)
• Matching Gifts Program - dollar-for-dollar up to $1,000
• Access to grants, nonprofit resources, and volunteer opportunities
• More than $6,000,000 donated since 2020
• 1 in 5 employees participates in at least one Employee Resource Group (ERG)

Equal Employment Opportunity

We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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