Mortgage Document & Letter Operations Specialist

CrossCountry Mortgage, LLC; Cleveland (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K plan

Short-term disability

Employee assistance program

Wellness program

Job summary

CrossCountry Mortgage, LLC is seeking a Document Processing Specialist to support RoundPoint Mortgage Servicing LLC. The role focuses on letter preparation, transmission, and print vendor oversight to ensure letters are generated and delivered to customers throughout the mortgage life cycle.

Ideal candidates have 2+ years in customer service, experience with BFKS, and at least an associate degree. A bachelor’s degree is preferred, with strong communication and time-management skills.

Qualifications

• 2+ years of customer service experience.
• Experience with BFKS is required.
• Associate’s degree or equivalent; bachelor’s preferred.
• Mortgage and/or legal experience is preferred.
• Proficient in Microsoft Office and strong communication skills.

Responsibilities

• Identify root causes in data transmission with print vendors.
• Monitor vendor performance against SLAs.
• Oversee automated processes in the system of record.
• Coordinate with cross-department teams to meet service objectives.
• Ensure timely delivery of letters throughout the loan lifecycle.
• Support compliance with company policies.

Skills

BFKS

Customer service

MS Office

Communication skills

Time management

Education

Associate’s degree or equivalent

Bachelor’s degree, preferred

Job description

CrossCountry Mortgage, LLC is seeking a Document Processing Specialist to support RoundPoint Mortgage Servicing LLC. The role focuses on letter preparation, transmission, and print vendor oversight to ensure letters are generated and delivered to customers throughout the mortgage life cycle.

Ideal candidates have 2+ years in customer service, experience with BFKS, and at least an associate degree. A bachelor’s degree is preferred, with strong communication and time-management skills.