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Mortgage Document Preparation Specialist

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: 512Financial
Full Time position
Listed on 2026-09-27
Job specializations:
  • Finance & Banking
    Loan Servicing, Banking & Finance, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below

Join our client’s team as a Mortgage Document Preparation Specialist!

Are you detail-oriented and thrive in a fast-paced environment where accuracy is key and have experience with Texas loans? Our client is seeking a Mortgage D
** ocument Preparation Specialist to join their remote team and play a critical role in mortgage document operations. If you have experience preparing mortgage documents in a mortgage law firm environment with Power of Attorney, LLCs, and Trusts, and Texas loans we want to speak with you!

About the Company:

Our client provides mortgage lenders with confidence through the timely, accurate, and compliant preparation of closing documents. With nearly half a century of experience and over 5 million residential loan transactions completed, they are recognized for their dedication to serving residential mortgage lenders.

What We’re Looking For:

We are seeking a skilled Mortgage Document Preparation Specialist with experience preparing documents in a mortgage law firm environment, working with Power of Attorney, LLCs, and Trusts to ensure the precise and timely preparation of mortgage documents across a variety of loan types. From VA and FHA to Conventional and Texas-specific loans, you’ll be the go-to expert for documentation accuracy. This position is fully remote.

What You’ll Do:
  • Review, prepare, and audit mortgage loan closing documents with precision, ensuring compliance with Texas mortgage laws.
  • Provide expert guidance to clients and team members on loan documents and closing instructions.
  • Manage and navigate multiple loan types, including VA, FHA, Conventional, Manufactured Housing, and more.
  • Stay current on industry regulations and compliance standards to maintain high-quality document preparation.
What You Bring:
  • Exceptional attention to detail and commitment to accuracy.
  • Experience in mortgage document preparation or a related field, with knowledge of Texas mortgage laws.
  • Previous experience in a mortgage law firm environment.
  • Experience with Power of Attorney, LLCs and Trusts is required.
  • Familiarity with multiple Loan Operating Systems; IDS experience preferred.
  • Proficiency in Microsoft O365 (Outlook, Word, Excel) for seamless document management.
  • Experience reviewing title commitments and surveys.
  • TRID experience.
  • Construction experience is a plus, demonstrating versatility across regulatory requirements.
Why You’ll Love Working for Our Client:
  • A collaborative, supportive team environment where your contributions and ideas are valued.
  • Opportunities for career growth and advancement in a thriving industry.
  • Competitive benefits including PTO, medical, dental, vision, 401k, and more.
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