Mortgage Records Management Specialist I jobs in United States
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Navy Federal Credit Union · 7 hours ago

Mortgage Records Management Specialist I

Navy Federal Credit Union is seeking a Mortgage Records Management Specialist I to manage critical mortgage loan documents while ensuring their accuracy and integrity. The role involves monitoring queues, updating databases, and coordinating with various departments to maintain compliance and efficiency in document handling.

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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Monitor and respond to various queues/queries via email and/or phone. Format reports for document release requests for efficient retrieval. Update database for outgoing documents. Reroute requests to appropriate business unit when necessary
Review system of records and update mortgage loan servicing system confirming receipt of original documents
Validate, prepare and coordinate with Procurement & Supply to have various mortgage documents sent to off-site storage
Examine records of booked loans to follow up on loans not yet received
Prioritize and forward investor-mandated documentation to Loan Delivery for performing the Ginnie Mae (GNMA) and private investor pool final certifications
Accurately index terminal digit mortgage documents in sequential order for efficient lookup and review
Perform pick-up of critical mortgage documents throughout main office for imaging, filing and/or shipping to investors. Close opened mortgage servicing tasks as necessary - Narrow scope
Obtain and prepare documentation to complete daily status reports for management - Narrow scope
Distribute requested documents to appropriate personnel for review and processing - Narrow scope
Resolve escalated member issues and problems such as a third party requesting a copy of a paid in full mortgage loan documentation requiring validation it was recorded by the county and verifying the member provided permission for the release - Basic research/review
Participates in requesting original documents from investors via email and/or investor website, identifying the reason for the request (loan paid in full, modification, foreclosure)
Return original notes stamped paid in full, recorded security instruments and recorded satisfaction
Documents to member; ensuring compliance with state regulations
Review correspondence from members, attorneys, title companies and other financial institutions regarding mortgage loans, Deeds of Trust, modifications, and/or documentation for paid in full mortgage loans, and provide copies of documents as applicable
Enter required information per statutory compliance requirements for paid in full mortgage loans using reference materials, obtain appropriate signatures and mail release documents to appropriate lien release vendor
Ensure confidentiality and safeguarding of records and information
Review scanned mortgage documentation and index the image into the appropriate document type
Deliver government loans that are in investor pools and sold back and forth through secondary markets to the appropriate business unit
Research, analyze, and resolve issues related to documentation
Research and provide expertise for projects and testing
Perform other duties as assigned

Qualification

Mortgage documentationRecords managementAnalytical skillsCustomer serviceAttention to detailBasic software skillsBasic communication skillsTeam collaborationTime managementProblem-solving skills

Required

Exposure to responding effectively to highly sensitive, complex and/or urgent member/customer requests
Ability to work independently and in a team environment
Ability to work effectively and efficiently with automated systems
Basic written and verbal communication skills
Basic word processing and spreadsheet software skills
Basic research, analytical, and problem-solving skills
Basic organizational, planning and time management skills
Basic skill collaborating with various external and internal technical and/or functional contacts
Basic skill maintaining accuracy with attention to detail and meeting deadlines
Basic skill interacting with staff, management, vendors, members diplomatically & tactfully

Preferred

Associate degree or higher in Business Administration, Records and Archive Management or the equivalent combination of training, education, and experience
Exposure to mortgage mortgage/equity loan processing, closing and documentation requirements and regulations
Familiarity with Navy Federal Credit Union (NFCU) policies, procedures, products and services
Familiarity with common file classification conventions (including, but not limited to, alphabetic, numeric, geographic, and subject-based filing systems)
Member/customer service experience preferably in a call center, retail banking or financial institution
Ability to obtain notary public license

Benefits

Highly competitive pay
Generous benefits and perks

Company

Navy Federal Credit Union

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Since 1933, Navy Federal has grown from seven members to over 4 million members. And since that time, their vision statement has remained

H1B Sponsorship

Navy Federal Credit Union has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (217)
2024 (110)
2023 (106)
2022 (76)
2021 (38)
2020 (19)

Funding

Current Stage
Late Stage

Leadership Team

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Dietrich Kuhlmann
President & CEO
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Kara Cardona
Chief Operating Officer
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Company data provided by crunchbase