Mortgage Document Preparation Specialist

512Financial; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

PTO

Medical, dental, and vision benefits

401k

Job summary

512Financial is seeking a detail-oriented Mortgage Document Preparation Specialist to join our remote team. This specialist will play a critical role in preparing accurate, compliant mortgage documents across various loan types including Texas-specific loans.

The ideal candidate will have exceptional attention to detail, experience in mortgage document preparation, and knowledge of relevant laws. Join a collaborative team with opportunities for career growth and competitive benefits including PTO and 401k.

Qualifications

• Experience in mortgage document preparation or a related field.
• Familiarity with various loan types including VA, FHA, Conventional.
• Previous experience in a mortgage law firm environment.

Responsibilities

• Review, prepare, and audit mortgage loan closing documents.
• Provide expert guidance on loan documents and closing instructions.
• Stay current on industry regulations and compliance standards.

Skills

Attention to detail

Experience in mortgage document preparation

Knowledge of Texas mortgage laws

Proficiency in Microsoft O365

Experience with Power of Attorney

Tools

Loan Operating Systems

IDS

Job description

Join our client’s team as a Mortgage Document Preparation Specialist!

Are you detail-oriented and thrive in a fast‑paced environment where accuracy is key and have experience with Texas loans? Our client is seeking a Mortgage Document Preparation Specialist to join their remote team and play a critical role in mortgage document operations. If you have experience preparing mortgage documents in a mortgage law firm environment with Power of Attorney, LLCs, and Trusts, and Texas loans we want to speak with you!

About the Company

Our client provides mortgage lenders with confidence through the timely, accurate, and compliant preparation of closing documents. With nearly half a century of experience and over 5 million residential loan transactions completed, they are recognized for their dedication to serving residential mortgage lenders.

What We're Looking For

We are seeking a skilled Mortgage Document Preparation Specialist with experience preparing documents in a mortgage law firm environment, working with Power of Attorney, LLCs, and Trusts to ensure the precise and timely preparation of mortgage documents across a variety of loan types. From VA and FHA to Conventional and Texas‑specific loans, you’ll be the go‑to expert for documentation accuracy. This position is fully remote.

What You’ll Do

• Review, prepare, and audit mortgage loan closing documents with precision, ensuring compliance with Texas mortgage laws.
• Provide expert guidance to clients and team members on loan documents and closing instructions.
• Manage and navigate multiple loan types, including VA, FHA, Conventional, Manufactured Housing, and more.
• Stay current on industry regulations and compliance standards to maintain high‑quality document preparation.

What You Bring

• Exceptional attention to detail and commitment to accuracy.
• Experience in mortgage document preparation or a related field, with knowledge of Texas mortgage laws.
• Previous experience in a mortgage law firm environment.
• Experience with Power of Attorney, LLCs and Trusts is required.
• Familiarity with multiple Loan Operating Systems; IDS experience preferred.
• Proficiency in Microsoft O365 (Outlook, Word, Excel) for seamless document management.
• Experience reviewing title commitments and surveys.
• TRID experience.
• Construction experience is a plus, demonstrating versatility across regulatory requirements.

Why You’ll Love Working for Our Client

• A collaborative, supportive team environment where your contributions and ideas are valued.
• Opportunities for career growth and advancement in a thriving industry.
• Competitive benefits including PTO, medical, dental, vision, 401k, and more.