Doc Specialist

Do you have experience reviewing operating agreements? This role is for you!

PRIMARY FUNCTIONS: Candidate should be comfortable with a daily work schedule of tasks that may vary from day to day. Candidate should possess intermediate skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, and Outlook. Candidate must be willing to perform other duties and projects as assigned.

Candidate would be responsible for monitoring the Entity Review Queue and review the operating agreements for each loan

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Follow policies and guidelines when processing Initial Closing Disclosures (CD)

• Perform file reviews while adhering to regulatory compliance and time frames

• Monitor pipeline and balance workload accordingly

• Escalate issues to the appropriate manager

• Work collaboratively with internal and external clients to provide superior customer service

DESIRED PERSONAL CHARACTERISTICS:

· Detail oriented and committed to the highest quality

· Self-Starter with positive Can-Do attitude

· Works well under pressure and relishes the responsibility that comes with the job

· Problem solving and analysis

· Communication proficiency

· An open-minded individual that embraces change and innovation

REQUIREMENTS/QUALIFICATIONS:

·

• Minimum 3 years as mortgage loan document drawer

• Familiar with regulatory requirements regarding disclosures and mortgage loan documents

• Must be detail-oriented

• TRID knowledge

• Preferred experience with Doc Magic or similar mortgage industry systems

• Proficiency in Microsoft Word and Excel and other Mortgage Loan Applications

• Superior communication skills, both verbal and written including professional and polite business email correspondence with proper grammar

• Ability to resolve complex issues with minimal supervision

• Strong time management skills to plan and organize a high daily volume with deadlines

• Must be a team player and work constructively and collaboratively with their fellow employees

EDUCATION:

• BA or BS degree (Preferred)

Job Type: Full-time

Salary: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift

Ability to commute:

• Tampa, FL: Reliably commute

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Experience:

• Fair Housing regulations: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Work Location: In person