Mortgage Document Specialist

Insight Global; Saint Paul (MN); On-site; USD 19,000 - 28,000; Full time

Job summary

Insight Global is seeking a Document Review Associate to join a team responsible for certifying and processing various mortgage-related documents. The role emphasizes accuracy, adherence to checklists for Fannie Mae, Ginnie Mae, and Freddie Mac, and working closely with internal clients to resolve issues.

The position offers on-site work in Minnesota, requires strong Excel skills and excellent communication, and provides side-by-side training to reach higher productivity.

Qualifications

• Experience in general office procedures and clerical tasks.
• Strong reading, writing, and mathematical skills.
• Excellent verbal and written communication abilities.

Responsibilities

• Basic knowledge of general office procedures and clerical skills
• Basic reading, writing, and mathematical skills
• Ability to collect, organize, and prioritize information
• Basic verbal and written communication skills
• Ability to complete repetitive tasks daily and meet production goals, including deadlines
• Strong attention to detail and time management skills, specifically with collecting, organizing, and sorting letters and numbers
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Skills

Customer service experience

Education

Bachelors or Associates

Tools

Excel

VLOOKUPs

Pivot Tables

Job description

• One to three years of experience in an office setting (longevity)
• Excel (tech savvy, used in previous roles)

Plusses:

• Bachelors or Associates
• Finance experience
• Data Entry experience
• Mortgage Background
• Document Review Specialist
• Analyst or Review experience
• Post-closing experience
• -Excel- V-look ups and Pivot Tables
• -Customer Service Experience

Day to day:

The Document Review Associate will be joining the Agency team of 13to perform Document Review according to standard procedures or instructions. The team will be responsible for certifying and processing various documents by cross referencing checklists for Fannie Mae, Ginnie Mae, and Freddie Mac. This work will be repetitive in nature and requires a strong attention to detail to ensure client satisfaction , quality control, and compliance with custodial agreements. This involves reviewing loans (or collateral) documents, handling file processing, and working with internal clients and contacts to determine the source of any problems and correct errors. This person will receive side by side training with the team lead to eventually review 40 documents an hour. There will be project based work across the site where cross training will be necessary. The ideal candidate has experience working with Excel, great communication, and work ethic. This role is paying $17 per hour.

Responsibilities:

• -Basic knowledge of general office procedures and clerical skills
• - Basic reading, writing, and mathematical skills
• - Ability to collect, organize, and prioritize information
• - Basic verbal and written communication skills
• - Ability to complete repetitive tasks daily and meet production goals, including deadlines
• - Strong attention to detail and time management skills, specifically with collecting, organizing, and sorting letters and numbers
• - Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail]. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.