Document Management Specialist

LHH; Charlotte (NC); On-site; USD 42,000 - 56,000; Full time

Job summary

LHH is seeking a detail-oriented professional to support loan documentation in a fast-paced lending environment for a contract position in Charlotte, NC. This role ensures complete, accurate, and compliant post-funding documentation and is fully onsite Monday through Friday in South Charlotte.

The ideal candidate will be highly organized, technically proficient, and able to manage multiple priorities while delivering excellent service to internal teams and external partners.

Qualifications

• High school diploma or equivalent required.
• Attention to detail in a high-volume environment.
• Excellent written and verbal communication skills.
• Proficient with Word and Excel.
• Comfortable learning new proprietary platforms.
• Ability to prioritize tasks and manage competing demands.
• Strong organizational and problem-solving skills.
• Professional demeanor with a customer-focused mindset.
• Discretion handling sensitive information.

Responsibilities

• Coordinate with internal teams to ensure loan files are processed accurately and on time.
• Act as a point of contact between closing and post-funding functions to support a smooth transition of loan documentation.
• Monitor and follow up on incoming packages, ensuring timely receipt and tracking of required materials.
• Review loan files for completeness and identify missing or incorrect documentation prior to submission.
• Upload and organize documents within the loan origination system and maintain accurate digital records.
• Handle intake, sorting, scanning, and indexing of incoming documents, including daily mail processing.
• Prepare and ship required documentation to third-party custodians, tracking delivery and maintaining records.
• Research and resolve documentation deficiencies, obtaining corrections or missing items as needed.
• Support audit requirements by ensuring all documentation meets regulatory and internal quality standards.
• Collaborate across departments including sales, processing, underwriting, and funding to maintain workflow efficiency.
• Maintain service level expectations for communication and turnaround times.
• Assist with re-execution of documents when needed and support general mailroom functions.
• Effectively manage a high-volume workload while maintaining strong attention to detail and accuracy.
• Ensure all processes align with applicable federal and state regulations and internal compliance requirements.

Skills

Attention to detail

Strong communication

Multitasking

Team collaboration

Customer-service mindset

Discretion with sensitive information

Microsoft Office proficiency

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Proprietary loan platforms

Job description

LHH is seeking a detail-oriented professional to support document management within a fast-paced lending environment for a contract position in Charlotte, NC. This position plays a critical role in ensuring loan documentation is complete, accurate, and compliant throughout the post-funding lifecycle. The ideal candidate is highly organized, technically proficient, and able to manage multiple priorities while delivering excellent service to both internal teams and external partners. This position is fully onsite Monday - Friday in South Charlotte, NC.

Responsibilities:

• Coordinate with internal teams to ensure loan files are processed accurately and within established timelines after funding
• Act as a point of contact between closing and post-funding functions to support a smooth transition of loan documentation
• Monitor and follow up on incoming packages, ensuring timely receipt and tracking of required materials
• Review loan files for completeness and identify missing or incorrect documentation prior to submission
• Upload and organize documents within the loan origination system and maintain accurate digital records
• Handle intake, sorting, scanning, and indexing of incoming documents, including daily mail processing
• Prepare and ship required documentation to third-party custodians, tracking delivery and maintaining records
• Research and resolve documentation deficiencies, obtaining corrections or missing items as needed
• Support audit requirements by ensuring all documentation meets regulatory and internal quality standards
• Collaborate across departments including sales, processing, underwriting, and funding to maintain workflow efficiency
• Maintain service level expectations for communication and turnaround times
• Assist with re-execution of documents when needed and support general mailroom functions
• Effectively manage a high-volume workload while maintaining strong attention to detail and accuracy
• Ensure all processes align with applicable federal and state regulations and internal compliance requirements

Qualifications:

• High school diploma or equivalent required
• Strong attention to detail with the ability to maintain accuracy in a high-volume environment
• Excellent communication and interpersonal skills, both written and verbal
• Proficiency with Microsoft Office tools, particularly Word and Excel
• Comfortable working with multiple systems and learning new proprietary platforms
• Ability to prioritize tasks, meet deadlines, and manage competing demands
• Strong organizational and problem-solving skills
• Adaptable and able to work effectively in a fast-paced, team-oriented setting
• Professional demeanor with a customer-focused mindset
• Ability to handle sensitive information with discretion