Mortgage Document Preparation Specialist

512Financial; United States; Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

PTO

Medical

Dental

Vision

401k

Job summary

512Financial is seeking a Mortgage Document Preparation Specialist for a fully remote role focused on accurate preparation of mortgage documents across loan types, with emphasis on Texas loans and Texas mortgage laws.

You will review and audit closing documents, guide clients and teams on closing instructions, and stay current with TRID rules and title commitments to ensure compliant, timely delivery.

Qualifications

• Experience preparing mortgage documents in a mortgage-law firm.
• Experience with Power of Attorney, LLCs, and Trusts.
• Experience with Texas loans and Texas mortgage laws.
• Knowledge of TRID regulatory requirements.
• Familiarity with title commitments and surveys.

Responsibilities

• Review, prepare, and audit closing documents for accuracy and compliance.
• Provide guidance on loan documents and closing instructions to clients and team.
• Navigate multiple loan types, including VA, FHA, Conventional, and Texas-specific loans.
• Stay updated on regulations and standards to ensure high-quality document prep.

Skills

Attention to detail

Mortgage document prep experience

Texas mortgage laws

TRID experience

MS Office proficiency

Title commitments review

Tools

IDS

Loan Operating Systems

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 D** ocument 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.