Document Control Specialist/Hybrid

Franklin-Mint-Federal-Credit-Union-1; Brandywine Summit (PA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Team Based Incentives and Performance–

Paid Time Off

Medical, Dental and Vision plans

401K with employer contribution and 5%

Tuition Reimbursement

Paid Holidays

Employee Assistance Programs

Job summary

Franklin-Mint-Federal-Credit-Union-1 is seeking a quality assurance professional to ensure the integrity of closed and purchased loan files and the document management system. You will review closing packages for compliance, maintain origination records, and clear post-closing deficiencies while coordinating with a third-party QC provider.

The role requires 2+ years in financial services with closing experience and strong analytical, organizational, and communication skills, along with knowledge

Qualifications

• Associate’s degree plus 2+ years of related financial services experience to include 1 year of closing experience or, equivalent experience.
• Bachelor’s degree is preferred.
• Strong demonstrated abilities required: Customer/Member Service, Interpersonal/Team Player, Analytical/Problem Solving.

Responsibilities

• Ensures quality assurance of the closed and purchased loan files and document management system in accordance with Mortgage Policy/Procedure and Compliance Manuals.
• Conducts comprehensive quality assurance review of closing packages and purchased loan packages for compliance and completeness.
• Maintains document management for the Loan Origination system and prepares for extraction of files for upload to Servicing system.
• Follows up and clears post-closing deficiencies in a timely manner.
• Coordinates with a third party quality control provider per policy for review of random and targeted selections.
• Reviews, responds and takes corrective action when appropriate.
• Manages post-closing and quality control audits and monthly reporting.
• Prepares and reviews credit packages for inclusion in loan participations.
• Monitors, tracks, and organizes recorded mortgages and loan policies to ensure mortgage liens are perfected.
• Adheres to operational controls and compliance with BSA and OFAC regulations.

Skills

Customer Service

Interpersonal/Team Player

Motivated/Works Independently

Analytical/Problem Solving

Organizational Skills

Project Management Skills

Detail Oriented

Verbal/Written Skills

Education

Associate’s degree + 2+ years experience

Bachelor’s degree preferred

Tools

Mortgage loan origination software

Job description

SummaryEnsures quality assurance of the closed and purchased loan files and document management system in accordance with the terms and conditions of the Mortgage Policy/Procedure and Compliance Manuals.Key ResponsibilitiesConducts comprehensive quality assurance review of prepared closing packages and purchased loan packages, reviewing for compliance and completeness.Maintains document management for the Loan Origination system and prepares for the extraction of files for upload to the Servicing system.Follows up and clears post-closing deficiencies in a timely manner.Coordinates with a third party quality control provider in accordance with State Financial Network’s Quality Control Policy for review of random and targeted selections. Reviews, responds and takes corrective action when appropriate.Manages post-closing and quality control audits and monthly reporting.Prepares and reviews credit packages for inclusion in loan participations.Monitors, tracks, and organizes recorded mortgages and loan policies to ensure mortgage liens are perfected.Is responsible for adhering to operational controls, including compliance with all required regulations and policies such as the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) to ensure the safety and soundness of the State Financial Network.Education/ExperienceAssociate’s degree plus 2+ years of related financial services experience to include 1 year of closing experience or, equivalent experience. Bachelor’s degree is preferred.Other QualificationsStrong demonstrated abilities required:Customer/Member ServiceInterpersonal/Team PlayerMotivated/Works IndependentlyAnalytical/Problem SolvingOrganizational SkillsProject Management SkillsDetail OrientedVerbal/Written SkillsMicrosoft OfficePrioritize/Multi-taskAlso required:Must maintain confidentiality.Experience with mortgage loan origination softwarePhysical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.Ability to sit for extended periods; occasional standingFrequent use of hands/fingers for typing and operating standard office equipmentAbility to hear and speak clearlyVisual acuity to read computer screens and written documentsMinimal physical exertion; occasional walkingWhat we offer to our team members:A competitive salaryTeam Based Incentives and Performance Bonus OpportunitiesReferral Incentive OpportunitiesGenerous Paid Time OffMedical, Dental and Vision plansHealth Savings Account with employer contributionFlexible Spending Accounts401K with employer contribution and matchEmployer paid life insurance/AD&DSupplemental insurance plan optionsEmployer paid Short and Long term disability programsPaid Family LeaveTuition ReimbursementTraining and Development ProgramsPaid HolidaysPaid Volunteer Time OffEmployee Assistance ProgramsPet InsuranceEqual Employment OpportunityFMFCU/SFN is an equal opportunity employer and prohibits discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), age (40 and over), national origin or ancestry, physical or mental disability, genetic information, veteran status, uniformed service member status or any other status protected by federal, state or local law.Offered pay rate for this position typically aligns with the minimum to midpoint of the salary range and varies based on factors such as qualifications and experience, budget, and internal alignment.