Mortgage Document Preparation Specialist (Part-Time)

512Financial; United States; Remote; USD 31,000 - 41,000; Part time

Job summary

512Financial is seeking a part-time Document Preparation Specialist to join a remote team. You will ensure accurate and timely preparation of mortgage documents across VA, FHA, Conventional, and Texas-specific loans, with a focus on precision and compliance.

Daily duties include reviewing closing documents, answering client questions, and guiding team members on loan instructions. The role supports Texas mortgage regulations and requires experience with LOS and Microsoft 365 tools.

Qualifications

• Experience in mortgage document preparation and Texas mortgage laws.
• Familiarity with Loan Operating Systems (LOS); IDS experience preferred.
• Proficient in Microsoft Office 365 (Outlook, Word, Excel) for document management.
• Ability to review title commitments and surveys.
• Knowledge of TRID and construction-related regulations is a plus.

Responsibilities

• Review, prepare, and audit mortgage closing documents with precision.
• Answer client questions and provide expert guidance on loan documents and closing instructions.
• Navigate multiple loan types including VA, FHA, Conventional, and Texas-specific loans.
• Stay updated on industry regulations to ensure regulatory compliance.

Skills

Attention to detail

Mortgage document preparation

Texas mortgage laws

Loan operating systems familiarity

Microsoft Office 365

Tools

IDS experience

Loan Operating Systems

Microsoft Office 365

Job description

Join our Client’s Team as a Document Preparation Specialist!

Are you a detail-oriented person with a passion for precision? Do you thrive in a fast-paced environment where accuracy is key? If so, this position is for you!

About the Company:

Our client furnishes mortgage lenders with the peace of mind that comes from having provided timely, accurate, and compliant closing documents in more than 5 million residential loan transactions. That unprecedented volume of work results from our client’s single-minded focus on serving residential mortgage lenders since the firm’s founding nearly half a century ago.

What We’re Looking For:

We’re seeking part-time Mortgage** Document Preparation Specialists** to join our client’s talented team. As the backbone of their operations, you’ll be responsible for ensuring the accurate and timely preparation of mortgage-related documents. From VA and FHA to Conventional and Texas-specific loan types, you’ll be the go-to expert for all things documentation. 30 hours per week, shifts available: 1 PM - 7PM or 2 PM - 8PM (Monday-Friday Central Time). Please note, this position is remote.

What You’ll Do:

• Dive deep into the world of Texas mortgage law as you review, prepare, and audit mortgage loan closing documents with precision and care
• Be the guiding light for our clients and team members alike, answering questions and providing expert guidance on loan documents and closing instructions for various lenders
• Utilize your expertise to navigate a variety of loan types, including VA, FHA, Conventional, Manufactured Housing, and more
• Stay ahead of the curve on industry regulations and compliance standards to ensure our documents meet the mark every time

What You Bring:

• A sharp eye for detail and an unwavering commitment to precision.
• Experience in mortgage document preparation or a related field, with a comprehensive understanding of Texas mortgage laws.
• Familiarity with multiple Loan Operating Systems, with a preference for IDS experience – you navigate these systems effortlessly to streamline our operations.
• Proficiency in Microsoft O365 (Outlook, Word, and Excel) – you wield these tools like a wizard to ensure seamless document management and collaboration.
• Experience reviewing both title commitments and surveys – you see beyond the lines to ensure everything aligns perfectly.
• TRID and Construction experience is a plus – your versatility shines through with expertise in various regulatory requirements.

Why You’ll Love Working for our Client:

A supportive team environment where your contributions are valued and your ideas are heard.
Opportunities for growth and advancement in a thriving industry – we’re invested in your success.