Mortgage Document Review Specialist I

Time Type:

This is an in-office position.

Department:

Job Summary:

Job Description:

ESSENTIAL JOB FUNCTIONS

The statements on this job description are intended to describe the general nature of level of work being performed by incumbents.  They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.

• Performs data entry for Set Up of new loan application received by the Submission process

• Responds to emails from brokers and other business partners

• Performs audits of preliminary disclosures, re-disclosures, and final disclosures for adherence to federal and state compliance regulations for all mortgage divisions.

• Communicates and follows up on any corrections needed to disclosures.

• Provides accurate disclosures/re-disclosures to applicants via DocuSign and/or U.S. mail.

• Uploads accurate disclosures/re-disclosures and audit forms into IMS.

• Processes requests for resending of disclosures via DocuSign and routes any correspondence from applicants and/or brokers to appropriate party for follow-up.

• Performs monthly self-audits on various regulations as required by IBC Compliance Department.

• Completes mandatory compliance trainings by due date.

• Daily pre & post-Closing audits.

• Prepares Excel reports.

• Works with team members from Underwriting, Processing, Closing, and Post-Closing Departments.

• Other duties as assigned.

SKILLS

• Excellent Verbal and Written Communication Skills

• Ability to Multitask

• Superior Time Management Skills

• Attention to Detail and Highly Organized

EDUCATION

• High School diploma or GED equivalent.