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Homewise Inc. · 4 months ago

Mortgage Trailing Documents & Delivery Specialist

Santa Fe, NM

Full-time

Onsite

Entry Level

2+ years exp

Homewise Inc. is seeking a Mortgage Trailing Documents & Delivery Specialist to ensure accurate and timely processing, tracking, and delivery of mortgage loan documentation to investors and custodians. This role is critical in maintaining compliance with investor guidelines and supporting the efficiency of our lending operations.

MortgageNon ProfitReal Estate

Comp. & Benefits

Responsibilities

Audit, track, and manage the receipt of final mortgage documents, including recorded security instruments, title policies, and assignments of mortgage

Work closely with title companies, county offices, and custodians to resolve missing or inaccurate documentation

Maintain an organized and accurate tracking system to ensure timely document submission

Collaborate with the Post-Closing Manager to ensure timely resolution of documentation issues and support strategic initiatives related to trailing documents

Partner with the Post-Closing Manager to align delivery processes with investor expectations and streamline compliance efforts

Prepare and deliver mortgage loan packages to investors in accordance with regulatory and investor guidelines

Verify completeness and accuracy of closing documentation before submission to ensure compliance and reduce investor suspensions

Work collaboratively with internal teams to identify and rectify documentation deficiencies

Engage with the Post-Closing Manager on cross-functional initiatives to improve stakeholder coordination and audit readiness

Communicate effectively with external partners, including title companies, county recording offices, and document custodians, to resolve document-related issues

Develop and implement process improvements to enhance efficiency in post-closing documentation

Support audit requests and reporting requirements related to mortgage loan delivery

Qualification

Mortgage documentation knowledgeLoan origination systems proficiencyDocument tracking tools proficiencyProblem-solving skillsBilingual EnglishBilingual SpanishEffective communication skillsAttention to detailOrganizational skills

Required

2+ years of experience in mortgage loan processing, post-closing, or document management

Strong knowledge of mortgage documentation, investor delivery requirements, and compliance regulations

Excellent attention to detail and organizational skills to manage multiple priorities

Proficiency in loan origination systems and document tracking tools

Strong problem-solving skills and ability to work independently as well as collaboratively

Effective communication skills to liaise with internal and external stakeholders

Ability to travel as needed

Availability to work flexible hours, including evenings or weekends, as needed

Preferred

Ability to communicate in English and Spanish; written and verbally

Company

Homewise Inc.

We offer everything you need to buy a home in New Mexico, all under one roof—from free financial coaching and workshops to real estate services to affordable, fixed-rate mortgages.

Founded in 1986

Santa Fe, New Mexico, USA

51-200 employees