Loan Documentation Specialist

HNE; Monroe (LA); On-site; USD 38,000 - 47,000; Full time

Job summary

HNE in Monroe, LA is seeking a Mortgage Document Specialist to join the operations team. You will process and track mortgage-related documents, maintain records, and ensure adherence to procedures in a fast-paced environment.

The role emphasizes accuracy, organization, and the ability to manage multiple priorities while communicating effectively with internal teams and external partners.

Qualifications

• 1+ year of experience in mortgage operations, loan processing, document processing, banking, financial services, or a high-volume administrative environment.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities and meet deadlines.
• Excellent written and verbal communication skills.
• Comfortable learning new systems and technology.
• Proficient with Microsoft Office, including Outlook and Excel.

Responsibilities

• Process assigned work queues accurately and within established timelines.
• Review, organize, and track mortgage collateral and loan documentation.
• Maintain accurate records and ensure proper document handling throughout the process.
• Follow established procedures and identify exceptions or discrepancies for resolution.
• Communicate effectively with internal departments and external partners as needed.
• Maintain detailed system notes and documentation.
• Assist with document redaction and other compliance-related tasks when required.
• Identify opportunities to improve processes and reduce recurring issues.
• Support additional operational tasks as assigned.

Skills

Attention to detail

Organizational skills

Multitasking

Written & verbal communication

Learning new systems

Microsoft Office (Outlook, Excel)

Tools

Microsoft Office

Outlook

Excel

Job description

We\'re seeking a detail-oriented Mortgage Document Specialist to join our operations team. In this role, you\'ll be responsible for processing and tracking mortgage-related documents, maintaining accurate records, and ensuring all work is completed efficiently and in compliance with established procedures. This is an excellent opportunity for someone who thrives in a fast-paced, process-driven environment and enjoys working with documentation and operational workflows.

Responsibilities

• Process assigned work queues accurately and within established timelines
• Review, organize, and track mortgage collateral and loan documentation
• Maintain accurate records and ensure proper document handling throughout the process
• Follow established procedures and identify exceptions or discrepancies for resolution
• Communicate effectively with internal departments and external partners as needed
• Maintain detailed system notes and documentation
• Assist with document redaction and other compliance-related tasks when required
• Identify opportunities to improve processes and reduce recurring issues
• Support additional operational tasks as assigned

Qualifications

Required

• 1+ year of experience in mortgage operations, loan processing, document processing, banking, financial services, or a high-volume administrative environment
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities and meet deadlines
• Excellent written and verbal communication skills
• Comfortable learning new systems and technology
• Proficient with Microsoft Office, including Outlook and Excel

Preferred

• Experience with mortgage servicing, collateral management, loan documentation, title, or default servicing
• Experience working in a regulated financial or legal environment