Order Services Specialist

At-a-Glance:

• Required Qualifications
  • 1–2 years of loan processing, support, or mortgage origination experience.
  • Excellent phone and written communication skills.
  • Strong organizational skills and ability to manage multiple orders.
  • High attention to detail and accurate documentation.
• Preferred Qualifications
  • Experience in mortgage originations, operations, order services, or vendor management.
  • Analytical and problem-solving skills.
  • Ability to work in a fast-paced, change-driven environment.
  • Experience with complex loan transactions.
  • Exposure to quality assurance, compliance, or regulatory processes.

• The Order Services Specialist is responsible for promptly ordering, tracking, and confirming receipt of Title and Homeowner/Hazard Insurance documentation.
• This role supports the Loan Processor by ensuring all required third-party documents are requested, monitored, and properly documented in the system.
• Once documents are received, responsibility shifts to the Loan Processor for review and condition clearing.
• Position helps improve processing times, reduce delays, and maintain clear separation of duties.
• Place Title and Homeowner’s Insurance orders when loans are ready for processing.
• Enter third-party vendor or agent contact details in the system.
• Initiate orders via approved channels (secure email, fax, vendor platforms).
• Request necessary documentation (Title Commitment, CPL, E&O, Proof of Good Standing, Wire Instructions, Insurance policies).
• Monitor outstanding orders and follow up directly with title companies and insurance agents.
• Escalate delayed or stalled orders as needed.
• Confirm receipt of documents and ensure they are uploaded and indexed correctly in the system.
• Keep accurate, auditable records and update order status in the system.
• Collaborate with Loan Processors and Mortgage Specialists for additional information or issue resolution.
• Document and escalate unresolved issues per procedures.