Loss Mitigation Intake Document Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Examine all incoming documents from borrowers.

• Record the documents received and those still required in the system of record.

• Upload borrower documentation into Tempo and the electronic document repository (EDMS).

• Send letters to borrowers detailing which items are still needed for underwriting.

• Liaise with Underwriting, Mediations, Litigation, Foreclosure, and SPOC teams regarding file statuses.

• Assess files with impending foreclosure sale dates for underwriting readiness.

• Review daily reports for accuracy and completeness.

• Respond to daily emails and Comtags in a professional and precise manner.

• Manage, sort, and open incoming emails and faxes from borrowers, authorized third parties, and law firms.

• Digitally merge packages and verify images for quality and accuracy.

• Identify the correct borrower loan numbers and cross-reference borrower information in LoanServ and Account Connect.

• Organize and index document images in the EDMS database.

• Create CIT flags in LoanServ to alert the responsible business unit about document uploads.

• Assist with document disposition processes.

• Carry out other related tasks as assigned.

⛳️ Requirements

• 1-2 years of experience as an LM Document Specialist I is mandatory, or one year of related experience and/or training is acceptable.

• A degree from a two-year college or technical school, such as Some College/Associates Degree, is preferred.

• An equivalent combination of education and experience is acceptable.

• Proficiency in Excel and Adobe Acrobat is required.

• Understanding of various file formats is necessary.

• Familiarity with mortgage documents is highly preferred.

• Awareness of financial documents is beneficial.

• Experience in processing is essential.

• Capability to read business journals, financial reports, and legal documents.

• Ability to present information and address questions from administrators, managers, employees, customers, and/or the public.

• Proficient in performing basic arithmetic operations.

• Ability to apply common sense understanding and execute written, oral, or diagrammed instructions.

• Capability to resolve problems involving several concrete variables in standardized situations.

• Regular and significant interaction with others regarding file status and documentation.

• Ability to manage sensitive and/or confidential information appropriately.

• Basic interpersonal skills and tact are required.

• Consistent and punctual attendance is expected.

• Capability to frequently sit and occasionally stand, walk, use hands, reach, and lift/move up to 25 pounds.

🏝️ Benefits

• Comprehensive health insurance options.

• Retirement savings plan with company matching.

• Opportunities for professional development and training.

• Paid time off and holidays.

• Employee assistance programs.