Description

You manage document research, data accuracy, and physical file handling for Document Custody Services clients.

This role is on-site.

Responsibilities

• Research document-related questions to ensure collateral review quality and compliance with custodial agreements.
• Review mortgage documents (notes, endorsements, riders, deeds of trust, title policies, loan assignments) for accuracy.
• Perform data entry, generate reports, and deliver them to customers.
• Manage physical files through labeling, organizing carts, sorting, filing, and completing inventories.
• Execute daily production tasks and meet established deadlines.

Required Skills

• 5+ years of experience in a professional environment.
• Intermediate to advanced proficiency in Microsoft Excel, including vLookups, Pivot Tables, and Charts.
• Intermediate to advanced proficiency in Microsoft Outlook.
• Strong written and verbal communication skills for customer interaction.
• Ability to identify, solve, and escalate problems effectively.
• Capacity to perform repetitive tasks while meeting production goals.
• Physical ability to sit for 75-100% of the workday, lift 20-30lbs, bend, squat, and climb ladders up to 10 feet.
• College degree or equivalent work experience in the financial industry.

Preferred Skills

• Familiarity with mortgage documents.
• Experience using emBTRUST SOR.

Key Skills

Education

Any Graduate