Mortgage Records Coordinator & Document Custodian

Citizens Bank; Glen Allen (VA); On-site; USD 30,000 - 34,000; Full time

Job summary

Citizens Bank is seeking a Records Management Coordinator (Mortgage Document Custodian Specialist) to oversee the review, validation, and custody of mortgage documents at our Glen Allen, VA site. The role ensures adherence to investor guidelines and internal controls, supporting audit readiness and operational integrity.

With 3+ years in mortgage document custody or related servicing operations, you will maintain SOPs, manage custody systems, and drive process improvements while working 40 hours

Qualifications

• High school diploma or equivalent required.
• Minimum of 3+ years in mortgage document custody or related mortgage servicing operations.
• Demonstrated knowledge of mortgage collateral documentation and investor requirements.

Responsibilities

• Collateral Review & Validation: Perform detailed reviews of original mortgage collateral documents to confirm completeness, accuracy, and compliance with investor requirements.
• Procedure Development & Governance: Develop, enhance, and maintain SOPs supporting document custody and collateral management processes.
• Custody Operations & Compliance Oversight: Maintain accurate tracking and status reporting of collateral documents within custody systems.
• Process Improvement & Risk Mitigation: Identify opportunities to streamline workflows and reduce operational risk.

Skills

Attention to detail

Document review

Operational procedures

Communication skills

Education

High school diploma or equivalent

Tools

Document management systems

Microsoft Office

Job description

Citizens Bank is seeking a Records Management Coordinator (Mortgage Document Custodian Specialist) to oversee the review, validation, and custody of mortgage documents at our Glen Allen, VA site. The role ensures adherence to investor guidelines and internal controls, supporting audit readiness and operational integrity.

With 3+ years in mortgage document custody or related servicing operations, you will maintain SOPs, manage custody systems, and drive process improvements while working 40 hours