Post Closing Final Docs Specialist at SFMC Home Lending

Plano, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

25 Jun, 26

Salary

0.0

Posted On

27 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan Origination System, Document Scanning, Document Analysis, Communication, Self-Development, MS Office, MS Excel, Planning, Organization, Investor Relations, Auditing, Invoicing, Reconciliation

Industry

Financial Services

Description

Essential Duties and Responsibilities: The Loan Delivery Final Docs Specialist enters the received and shipped dates into the loan origination system for all incoming trailing documents, prints cover sheets from the loan origination system file, and ships the document to the investor who has purchased the loan from the company. Duties include: * Picks up each day’s incoming mail and enters the receipt date into the loan origination system * Prints the Final Docs Checklist for applicable loans * Scans documents to the appropriate file in the loan origination system * Ships the Final Docs to each investor at a minimum of once a week * Analyzes document errors and determines best corrective document and action * Utilizes the “Final Docs Tracking (Loan Delivery) All Loans” report at least weekly, with follow up on aging docs * Utilizes the “Final Docs Corrections Tracking DOT/Title” report to track corrections that have been ordered * Tracks all GNMA final docs and notifies Secondary team of any outstanding issues * Performs aged document fee invoice reconciliation in conjunction with Accounting team * Consistently communicates with the title company to secure original documents and/or corrections * Updates the loan origination system as appropriate * Adheres to all Final Docs service level agreements with respect to auditing and scanning, delivering to the investor, and additional investor/DMI requests * Responsible for sorting incoming company mail, ordering and maintaining company supplies, and oversight of breakroom stock and cleanliness Education and/or Work Experience Requirements: * 1-3 years of applicable working experience; mortgage experience is a plus * High School Diploma required; Bachelor’s degree is a plus Skills: * Good communication skills * Aptitude for self-development and learning * Proficient with MS Office * Proficient with MS Excel spreadsheet creation and reporting * Strong planning and organization skills

Responsibilities

The specialist is responsible for managing the final documentation process for sold loans, including entering receipt dates, printing checklists, scanning documents, and shipping final documents to investors weekly. Duties also involve analyzing document errors, tracking corrections, and reconciling aged document fees with the Accounting team.