Document Management Specialist

Who We Are:

Cardinal Financial is a nationwide direct mortgage lender whose mission is to prove that homeownership is possible for everyone. By bringing an open-minded approach to an often closed-minded industry, we're able to embrace every unique financial situation differently in order to craft the best possible loans for our borrowers. We pride ourselves on providing excellent service backed by our groundbreaking technology, and these two components of our process come together to complete a simple, personalized mortgage experience. But it all starts with our people.

We believe that no matter where you fit in our organization—Sales, Human Resources, Information Technology, or even re-stocking the break rooms with endless coffee supplies—everyone can influence the experience that we provide to our customers and our partners. We tell our customers and our partners that anything can be reimagined. So why not your career? Looking to join a company that values its people, innovates and expands on its proprietary technology, and is growing at a ridiculous rate?! Apply below!

Who We Need:

Document Management Specialist duties include borrower document intake, scanning and parsing of loan documents, document analysis, and accurate data input into the loan system of record. These duties include ensuring a smooth handoff of quality work to loan partners inside the organization.

What You Will Do:

• Retrieval, intake, parsing, and scanning of loan documentation
• Upload of loan documents into applicable areas within the Loan Origination System
• Preparing, shipping and tracking allonges to notes for warehouse approval and shipping
• Understand how the Document Management Specialist role fits into the larger organizational context and ensure the smooth handoff of work to loan partners
• Process documents in an accurate and timely manner to ensure proper audit procedures are followed
• Meet deadlines and quality standards
• Effectively manage multiple demands and competing priorities
• Develop effective professional partnerships with all colleagues
• Ensures exceptional customer service by maintaining a thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to RESPA requirements
• Ensure you meet daily, weekly and monthly internally specified requirements surrounding successful productivity requirements without compromising loan quality​

What You Will Need:

• High school diploma or GED.
• Familiarity with mortgage process and mortgage documents.
• Ability to adapt well to change.
• Exceptional computer skills.
• Demonstrate responsibilities for multi-faceted direction and planning; must be a fast paced individual.
• Excellent verbal and written communication skills.
• Excellent analytical and organizational skills.
• Detail oriented.
• Ability to take direction and comprehend training.
• Ability to work closely within a team structure.
• Working knowledge of Microsoft Suite, specifically Word and Excel.
• Working knowledge of Loan Origination Systems and mortgage vendor software a plus.
• Other duties as assigned.
• The position is full-time and requires employee to be present at Cardinal’s corporate office.
• Extended night and weekend work hours may be required.

What We Offer:

• Strength, Stability, and Vision.
• A commitment to be a relevant market leader - we are aiming for the top!
• Highly engineered proprietary technology that is revolutionizing the mortgage industry.
• An empowered culture where your ideas are important and your voice matters.
• Opportunity for career growth.
• Competitive compensation package.
• Benefits that become effective the first day of the month following your start date including - Medical, Dental, Vision, Disability Insurance and much more.
• 401K w/ 50% match up to a maximum employee contribution of 5%- Effective the 1st of the month following 30-days of employment.