Final Documents Specialist

Flat Branch Mortgage Inc; Columbia Township (MO); On-site; USD 40,000 - 55,000; Full time

Job summary

Flat Branch Mortgage Inc is seeking a Final Document Specialist in Columbia Township, Missouri. The role involves managing the workflow of trailing document operations, ensuring timely delivery to investors while maintaining relationships with title companies. Candidates must possess strong communication skills and attention to detail, as well as proficiency in Microsoft Office. Familiarity with loan origination systems like Encompass is preferred. Flexibility and problem-solving skills are essential in this fast-paced environment.

Qualifications

• Strong written, verbal and interpersonal communication skills are essential.
• Ability to independently plan and organize work efficiently.
• Proficient computer skills including knowledge of Microsoft Office.
• Ability to operate necessary office equipment.

Responsibilities

• Receives and reviews Trailing Documents for delivery.
• Monitors reports for outstanding trailing documents.
• Follows up to correct deficiencies in trailing documents.
• Facilitates Ginnie Pool Processing and tracks certifications.
• Maintains good working relationships with internal customers.

Skills

Strong written, verbal and interpersonal communication skills

Ability to independently plan and prioritize work

Proficient computer skills including Microsoft Office

Ability to operate office equipment

Good judgment and ability to handle confidential information

Problem solving skills

Attention to detail

Flexible attitude and ability to work under pressure

Tools

Microsoft Office (Word, Excel, Outlook)

Encompass (loan origination system)

Job description

Description

A Final Document Specialist maintains the workflow of trailing document operations. This person handles relationships with investors and title companies, working with them on a daily basis to ensure trailing documents are provided to investors within the deadline to avoid penalty.

Responsibilities

• Receives and reviews Trailing Documents, then scans and prepares them for delivery to the corresponding investor or document custodian.
• Monitors reports for outstanding trailing documents and works with appropriate parties to obtain them
• Follows up with appropriate parties to correct any deficiencies in final trailing documents as identified by investors
• Monitor Final Docs email for emailed policies and corrections needed
• Review final documents for retained files and process as needed
• Facilitate Ginnie Pool Processing, including simultaneous reviewing, requesting, and tracking of final certifications and shipment of trailing documents
• Boards Files for Servicing
• Loads and scrubs all loan data
• Generate and disseminate letters to borrower for servicing information
• Maintain knowledge of all systems supporting tracking and delivery of trailing documents to investors and retained loans
• Develop and maintain good working relationships with internal and external customers
• Maintain working knowledge of investor requirements and our loan origination system (Encompass)
• Any other duties as needed to support to team

Required Qualifications & Skills

• Strong written, verbal and interpersonal communication skills and the ability to use e-mail, telephone, and other communication tools as necessary.
• Ability to independently plan, prioritize, organize and complete work in an efficient manner. Ability to work quickly and accurately. Attention to detail required.
• Proficient computer skills required; knowledge of Microsoft Office (Word, Excel and Outlook) and Internet Browsers.
• Ability to operate office equipment including computers, telephones, voice mail, copy machines and scanners
• Knowledge of modern office practices and procedures; accurate grammar, spelling, punctuation and Standard English usage; business correspondence formats, record keeping and filing methods; basic math calculations.
• Must possess good judgment and the ability to handle confidential information.
• Ability to interpret and follow a variety of instructions furnished in written, oral, diagram, or schedule form and complete assignments without detailed directions. Problem solving skills required
• Ability to maintain regular and punctual attendance
• Available to work overtime; if applicable
• Flexible attitude with ability to work under pressure

Preferred Qualifications & Skills

• Understand that good working relationships are one of the keys to success in this organization.
• Familiarity with all applicable endorsements and riders to the mortgage
• Knowledge of specific county requirements and terms
• Knowledge of loan origination systems, such as Encompass is preferred