Final Documents Specialist

Description

A Final Document Specialist maintains the workflow of trailing document operations. This person handles relationships with investors and title companies, working with them on a daily basis to ensure trailing documents are provided to investors within the deadline to avoid penalty.

• Receives and reviews Trailing Documents, then scans and prepares them for delivery to the corresponding investor or document custodian.
• Monitors reports for outstanding trailing documents and works with appropriate parties to obtain them
• Follows up with appropriate parties to correct any deficiencies in final trailing documents as identified by investors
• Monitor Final Docs email for emailed policies and corrections needed
• Review final documents for retained files and process as needed
• Facilitate Ginnie Pool Processing, including simultaneous reviewing, requesting, and tracking of final certifications and shipment of trailing documents
• Boards Files for Servicing
• Loads and scrubs all loan data
• Generate and disseminate letters to borrower for servicing information
• Maintain knowledge of all systems supporting tracking and delivery of trailing documents to investors and retained loans
• Develop and maintain good working relationships with internal and external customers
• Maintain working knowledge of investor requirements and our loan origination system (Encompass)
• Any other duties as needed to support to team

• Strong written, verbal and interpersonal communication skills and the ability to use e-mail, telephone, and other communication tools as necessary.
• Ability to independently plan, prioritize, organize and complete work in an efficient manner. Ability to work quickly and accurately. Attention to detail required.
• Proficient computer skills required; knowledge of Microsoft Office (Word, Excel and Outlook) and Internet Browsers.
• Ability to operate office equipment including computers, telephones, voice mail, copy machines and scanners
• Knowledge of modern office practices and procedures; accurate grammar, spelling, punctuation and Standard English usage; business correspondence formats, record keeping and filing methods; basic math calculations.
• Must possess good judgment and the ability to handle confidential information.
• Ability to interpret and follow a variety of instructions furnished in written, oral, diagram, or schedule form and complete assignments without detailed directions. Problem solving skills required
• Ability to maintain regular and punctual attendance
• Available to work overtime; if applicable
• Flexible attitude with ability to work under pressure

• Understand that good working relationships are one of the keys to success in this organization.
• Familiarity with all applicable endorsements and riders to the mortgage
• Knowledge of specific county requirements and terms
• Knowledge of loan origination systems, such as Encompass is preferred