Specialist, Doc Mgmt Coll

Freedom Mortgage; Fishers (IN); On-site; USD 38,000 - 52,000; Full time

Job summary

Freedom Mortgage in Fishers, IN is seeking a Document Management Collateral Specialist to handle mortgage collateral documents, process requests from business partners, and ensure safekeeping and timely release of originals.

You will verify documents, keep data current in tracking systems, generate transmittals, and support Servicers within SLA, with attention to policy compliance and accuracy.

Qualifications

• Reads and interprets policy, procedure, and investor guidelines.
• Uses critical thinking to resolve issues and improve processes.

Responsibilities

• Meet production benchmarks and quality score requirements.
• Process requests from departments within SLA.
• Receive, sort, scan, file and ship collateral.
• Organize and safekeep collateral loan documents in fireproof file cabinets.
• Verify all collateral documents are present and auditable.
• Keep data in tracking systems current, accurate, and complete.
• Provide documents to Servicers within timelines.
• Generate transmittals listing documents/files shipped.
• Maintain filing of returned documents for accuracy.
• Assist with requests to/from Freedom document custodians.
• Pivot to other tasks to meet business needs.
• Participate in special projects as needed.
• Comply with company and department policies and procedures.
• Maintain regular and punctual attendance.

Skills

Reading policies

Critical thinking

Problem solving

Attention to detail

Education

High School Diploma or GED

Job description

Summary

The Document Management Collateral Specialist handles mortgage collateral documents and is responsible for processing requests from various business partners for collecting loan collateral documents from our custodians. This will include accurate and timely recording, tracking, safekeeping of original documents, and release of the collateral to respective parties.

Essential Job Duties and Responsibilities

• Meet production benchmarks and quality score requirements
• Processing incoming requests from various departments within SLA
• Receive, sort, scan, file and ship collateral.
• Organize and ensure the safekeeping of collateral loan documents in fireproof file cabinets.
• Responsible for verifying all collateral documents are present, audit documents for original vs. copies.
• Ensure data within the system is current, accurate, and complete with status in Lakewood, Fiserv, CTS or any other tracking system
• Provide requested documents to the Servicers within specified timelines
• Generate transmittals which list each document/file being shipped to servicer/requestor
• Establish organizational skills which will allow filing of returned documents to stay current and accurate
• Gather information, pull required collateral documents/files for upcoming transfers/sales
• Establish effective working relationship with all applicable contacts
• Perform inventory checks of collateral files to ensure safe keeping of original documents
• To assist with requests to/from various Freedom document custodians
• Ability to pivot and move to another task quickly to meet business needs
• Special projects as needed
• Comply with all company and department policies and procedures.
• Maintain regular and punctual attendance.

Other Job Duties and Responsibilities

Performs other related duties as assigned.

Supervisory Responsibilities

This position is an individual contributor.

Qualifications

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Capable of reading and interpreting policy, procedure, and investor guidelines.
• Skilled in critical thinking, problem-solving, and solution-oriented approaches.

Education and/or Experience

• High School Diploma or GED required; six (6) months to one (1) year related experience.

Certificates, Licenses, Registrations

None Required

Work Complexity

Problems and issues faced are generally routine, but often require interpretation of FFOC’s procedures or policies to resolve problems.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.