Document Processing Specialist

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 offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and intuitive, tech-based solutions. We emphasize a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times. Committed to delivering a world-class experience for our broker partners, we streamline the lending process to ensure a smooth journey from application to closing.

Our core values, Thrive Together, Act Like an Owner, and Exceed Expectations, cultivate a collaborative, high-performance culture that drives our pursuit to become the undeniable leader in mortgage lending. Lendz is proud to be Great Place to Work certified and recognized as a Scotsman Guide Top Workplace.

Lendz Financial is seeking an exceptionally organized and detail-oriented Document Processing Specialist to join our growing Operations team. No mortgage experience necessary – we’ll teach you everything you need to know! Internally, this role is known as the Collateral Specialist and plays a vital part in managing collateral documentation, supporting servicing and funding processes, and ensuring the accuracy and compliance of loan files. It’s an excellent opportunity for a motivated professional to gain hands-on experience in financial operations while contributing to the smooth and efficient flow of post-closing activities. This position is fully onsite at our Fort Lauderdale headquarters on Las Olas Boulevard.

What You’ll Do

• Process daily shipping of collateral to various warehouse banks.
• Generating and saving, to the respective file, an Allonge to the Promissory Note.
• Separating the Promissory Note and any other documents our investors need from the closing package.
• Saving and keeping the necessary original documentation and scanning it into PDF formats.
• Documenting dates of all document’s shipments (incoming and outgoing) in Zoho.
• Create FedEx labels for all collateral shipments and save all labels generated.
• Scan and mail recorded mortgages and TP (Trailing docs) to the corresponding investor.
• Fill out Transmittal Template for Investors for shipping trailing docs.
• Handle all urgent and non-urgent investors trailing doc requests in a timely manner.
• Review collateral packages from title companies and request missing documents.
• Build and maintain positive relationships with investors, title companies, and internal teams.

What We’re Looking For

• Minimum of 2 years’ experience in an administrative or operations capacity; mortgage experience a plus.
• High school diploma or GED required; Bachelor’s degree preferred.
• Strong attention to detail, organization, and time management.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office 365 (Excel, Word, Outlook); comfortable learning new technology platforms.
• Ability to manage sensitive and confidential information with discretion.
• Demonstrates sound judgment, urgency, and accountability.

What We Offer

• Highly subsidized medical insurance
• Low-cost dental and vision coverage
• 401(k) program
• Health Savings Account (HSA)
• Generous paid time off
• Continuous training and career development opportunities
• A dynamic, mission-driven work culture where your growth matters

Join Lendz Financial and grow your career in a collaborative, high-performance environment where excellence and teamwork are at the core of everything we do. Apply today to take the next step in your professional journey.

As set forth in Lendz Financial’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.