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U.S. Bank · 2 days ago

Mortgage Final Document Specialist

Owensboro, KY

Full-time

Onsite

Mid Level

$20/hr - $24.38/hr

3+ years exp

U.S. Bank is committed to helping customers and businesses make informed financial decisions. The Mortgage Final Document Specialist is responsible for reviewing final loan documentation for accuracy and compliance, managing communication with various parties, and ensuring timely delivery of documents.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Performs a formal review and inspection of all final loan documentation to insure accuracy and completeness within the designated time period

Contacts the appropriate party for timely delivery of all final loan documentation

Performs data entry of appropriate data elements from the documents into current tracking system and completes necessary forms and reports to track final documentation process

Reviews final documentation for compliance with investor/guarantor requirements

Facilitates the correction of any exception identified during the review process

Communicates with title agents, recording offices, lenders and borrowers until the exception has been cleared

Performs a quality control review to verify that all documents on the shipping transmittal are included in the current shipment and ensures final documentation is forwarded to the appropriate final destination

This role will manage a shared inbox to ensure efficient communication and organization

Prepare documents for execution, ensure they meet the required standards

Handling original documents, ensuring they are filed and retrieved as needed

Shipping documents to relevant parties in a timely manner

Correcting deficiencies on loan documents and managing a pipeline

Qualification

Mortgage experienceMortgage processesCustomer service skillsPipeline managementOrganizational skillsComputer navigation skillsCommunication skillsTime management skills