Collateral & Final Doc Specialist jobs in United States
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AnnieMac Home Mortgage · 2 months ago

Collateral & Final Doc Specialist

AnnieMac Home Mortgage is seeking a Collateral & Final Doc Specialist to manage the processing of original notes and final documents. The role involves ensuring timely receipt and proper execution of documents, as well as coordinating with various teams for audits and shipping to investors.

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Responsibilities

Ensure all Original Notes are received within 48 hours of disbursement to avoid curtailments
Use Aged Note Report to follow up on all notes more than 48 hours disbursed and not rec’d
Use Aged Note Report to follow up on all loans that the package has been received but the Original Note has not
Ensure all Original Notes are executed properly
Maintain daily manifest for Notes rec’d and Notes shipped
Responsible for all Allonges to Notes
Responsible for shipping all Original Notes to Warehouse Banks/Investors
Responsible to facilitate signatures on Mods and ship to Title for recording
Manage the Snapdocs uploads with Title
Assist Intake Team with audits and maintaining shared email
Do precursory review audits
Review emails
Delegate emails
Assist with Full Audits
Receive daily mail and logging into Excel spreadsheet
Review docs for aging (anything over 120 goes to Post Closing Sr. Final Doc Specialist) using Pipeline queues
Send all documents to third party vendor with coversheet for review/scan/upload
Maintain and clear reports that are sent by our investors for outstanding Final Docs and/or corrections
Work closely with Post Closing Sr. Final Doc Specialist daily and on special projects assigned by management to assist with MSR sales and holdback reconciliations

Qualification

Document ManagementFinal Document ReviewExcel ProficiencyAudit AssistanceCommunication Skills

Required

Responsible for obtaining and shipping Original Notes and Allonges, CEMAs, Mods, and CO-OPs to Warehouse banks/Investors
Managing Intake of files
Obtaining and reviewing Final Documents
Ensure all Original Notes are received within 48 hours of disbursement to avoid curtailments
Use Aged Note Report to follow up on all notes more than 48 hours disbursed and not received
Use Aged Note Report to follow up on all loans that the package has been received but the Original Note has not
Ensure all Original Notes are executed properly
Signed by all required parties
Dated appropriately
Maintain daily manifest for Notes received and Notes shipped
Responsible for all Allonges to Notes
Responsible for shipping all Original Notes to Warehouse Banks/Investors
Including CEMAs and Co-Ops
Responsible to facilitate signatures on Mods and ship to Title for recording
Manage the Snapdocs uploads with Title
Assist Intake Team with audits and maintaining shared email
Do precursory review audits
Review emails
Delegate emails
Assist with Full Audits
Receive daily mail and logging into Excel spreadsheet
Review docs for aging (anything over 120 goes to Post Closing Sr. Final Doc Specialist) using Pipeline queues
Send all documents to third party vendor with coversheet for review/scan/upload
Maintain and clear reports that are sent by our investors for outstanding Final Docs and/or corrections
Work closely with Post Closing Sr. Final Doc Specialist daily and on special projects assigned by management to assist with MSR sales and holdback reconciliations

Company

AnnieMac Home Mortgage

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AnnieMac Home mortgage provide loan products to consumer for purchasing a new home or for refinancing current home.

Funding

Current Stage
Late Stage

Leadership Team

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Rick Dionne
Senior Vice President of Retail Sales
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Company data provided by crunchbase