Document Preparation Officer at First Title | First Mortgage Services

Auckland, Auckland, New Zealand -

Full Time

Start Date

Immediate

Expiry Date

30 Mar, 26

Salary

0.0

Posted On

30 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention to Detail, Communication Skills, Data Entry Skills, Customer Service Skills, Organizational Skills, Time Management, Problem Solving, Compliance Knowledge, Team Collaboration, Client Management, Risk Identification, Adaptability, Proactive Approach, Record Keeping, Legislation Knowledge, Service Level Adherence

Industry

Insurance

Description

Who We Are Join a dynamic and supportive team where you’ll play a key role in delivering exceptional service to our valued clients. As a growing global organisation, we offer real opportunities for career progression and development across Operations, IT, Sales, Legal, Finance, and Shared Services in Australia and New Zealand. We pride ourselves on a flexible and friendly work environment built on collaboration, accountability, and strong team culture. We’re proud to have been awarded the Great Place to Work Certification for the fourth consecutive year. This achievement reflects our people, our progress, and the inclusive culture we continue to shape together. Your voice matters here, and we’re committed to continuously improving and ensuring this remains a workplace where you can thrive. If you’re looking to grow your career in a professional and empowering environment, we’d love to hear from you. Job Summary We are seeking a Document Preparation Officer to join our team. In this role, you will be responsible for managing documentation processes, including the accurate preparation of all required loan documents in line with established procedures and within agreed service levels. Your attention to detail and commitment to compliance will ensure smooth and efficient operations within the documentation preparation team. About the Role You’ll play a key role in ensuring accurate and timely preparation of loan documentation and supporting a seamless client experience. Your responsibilities will include: Preparing loan contracts and mortgage documents in line with client instructions and state legislation. Identifying and resolving discrepancies, following up on outstanding information, and maintaining accurate records in internal systems. Managing client queries and escalations, taking ownership of your client base, and delivering exceptional service. Adhering to internal policies, client-specific processes, and privacy laws while fostering continuous improvement. Collaborating with peers, contributing positively to team culture, and supporting business objectives. Meeting productivity and quality targets, ensuring all tasks are completed within agreed service levels. Actively identifying and escalating risks to maintain compliance and operational integrity. About You You’re a detail-oriented professional who thrives in a fast-paced, high-volume environment. To succeed in this role, you’ll bring: Strong verbal and written communication skills to engage confidently with clients and stakeholders. Accurate data entry skills and a keen eye for detail. Excellent customer service skills with a proactive, client-focused approach. Strong organisational skills and the ability to prioritise tasks effectively. Ability to meet deadlines while managing competing priorities. Resilience and adaptability to perform under pressure in a high-volume setting. What We Offer By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term. We’re committed to supporting your personal and professional growth through meaningful benefits, recognition programs, and a workplace culture that values wellbeing, connection, and development across Australia and New Zealand. HERE’S WHAT SETS US APART: Employee Assistance Program (EAP) Employee Referral Program Flu Vaccination Program Fundraising Challenges Social Teams & Events Tenure Recognition Program Rewards and Recognition Program Training & Development Discounted First Title Insurances At FMS, we have a team of over 300 people located throughout Australia and New Zealand, as well as support from First American in the US. Together, we strive to achieve the best outcome possible for our clients and their customers. We’re proud to have been awarded the Great Place to Work Certification for the fourth consecutive year. This achievement reflects our people, our progress, and the inclusive culture we continue to shape together. Supporting the financial sector since 2001 At FMS, we specialise in delivering the full range of mortgage processing and administration services. For over 20 years, we’ve provided financial institutions with a broad range of services, including mortgage processing, FASTRefi title insurance, conveyancing and BPO processing. We’re proud of the strength of our brand, strong parent backing from First American, long term client relationships and our proven specialist capability across the mortgage fulfilment value chain.

Responsibilities

The Document Preparation Officer will manage documentation processes, ensuring accurate preparation of loan documents in accordance with established procedures. Responsibilities include resolving discrepancies, managing client queries, and adhering to compliance standards.