Document Management Collateral Specialist - Doc Mgmt Coll

Summary:

The Document Management Collateral Specialist handles mortgage collateral documents and is responsible for processing requests from various business partners for collecting loan collateral documents from our custodians.  This will include accurate and timely recording, tracking, safekeeping of original documents, and release of the collateral to respective parties.

Essential Job Duties and Responsibilities:

• Meet production benchmarks and quality score requirements

• Processing incoming requests from various departments within SLA

• Receive, sort, scan, file and ship collateral.

• Organize and ensure the safekeeping of collateral loan documents in fireproof file cabinets.

• Responsible for verifying all collateral documents are present, audit documents for original vs. copies.

• Ensure data within the system is current, accurate, and complete with status in Lakewood, Fiserv, CTS or any other tracking system

• Provide requested documents to the Servicers within specified timelines

• Generate transmittals which list each document/file being shipped to servicer/requestor

• Establish organizational skills which will allow filing of returned documents to stay current and accurate

• Gather information, pull required collateral documents/files for upcoming transfers/sales

• Establish effective working relationship with all applicable contacts

• Perform inventory checks of collateral files to ensure safe keeping of original documents

• To assist with requests to/from various Freedom document custodians

• Ability to pivot and move to another task quickly to meet business needs

• Special projects as needed

• Comply with all company and department policies and procedures.

• Maintain regular and punctual attendance.

Other Job Duties and Responsibilities:

Performs other related duties as assigned.

Supervisory Responsibilities:

This position is an individual contributor.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Capable of reading and interpreting policy, procedure, and investor guidelines.

• Skilled in critical thinking, problem-solving, and solution-oriented approaches.

Education and/or Experience:

• High School Diploma or GED required; six (6) months to one (1) year related experience.

Certificates, Licenses, Registrations:

None Required

Work Complexity:

Problems and issues faced are generally routine, but often require interpretation of FFOC’s procedures or policies to resolve problems.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear.  The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms.  The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity:

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.