The Final Documents Specialist will perform a formal review and inspection of all trailing loan documents to ensure accuracy and completeness within the designated time frame. Follow up via phone or email on pending documents. Record (check-in) documents as they are received and any comments into the database. Manage a working pipeline of loans. Monitor reports to track outstanding documents. File and retrieve documents as necessary and ship to destination. Perform audit on documents received an... more details
Description
CrossCountry Mortgage (CCM) is one of the nation’s top 3 retail mortgage lenders with more than 7,000 employees operating nearly 600 branches across all 50 states. We have been recognized nine times on the Inc. 5000 list of America’s fastest-growing private businesses and have received countless awards for our standout culture. Through our dedication to getting it done, we make every mortgage feel like a win.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Final Documents Specialist will perform a formal review and inspection of all trailing loan documents to ensure accuracy and completeness within the designated time frame. Follow up via phone or email on pending documents. Record (check-in) documents as they are received and any comments into the database. Manage a working pipeline of loans. Monitor reports to track outstanding documents. File and retrieve documents as necessary and ship to destination. Perform audit on documents received and capture required data elements and comments in the LOS system.
Job Responsibilities:
- Receive incoming trailing documents through various mail sources, opens and preps for imaging, scans documents into LOS system and identifies Investor on the loan for determination of mailing the trailing document to the investor.
- Perform data entry in LOS system marking document as received, and enter date shipped to the Investor of record.
- Pull reports from LOS system to identify the aged trailing documents currently outstanding with investors.
- Monitor aged trailing documents in an active pipeline.
- Perform follow-ups with Settlement Companies and Attorneys’ offices to obtain aged missing documents outstanding for delivery to the Investors.
- Obtain Certified True Copies of Mortgage/Deed of Trust from County Recorder Offices and/or final Title Policy copies from Settlement Agents or Attorney’s Offices when determined that the document has been lost or aged.
- Prepare Scrivener’s Affidavits and Assignments as needed and have signed by the Executive Team for recording.
- Monitor and answer general questions being received in the Final Docs Team e-mail box.
- Perform weekly reviews of trailing documents received that were not sold to an investor at time of receipt to determine if an Investor has been assigned for delivery of the trailing documents received
- Work with Investors, Internal departments, and Settlement/Attorney offices to cure defects found in the Mortgage/Deed of Trust or Final Title Policy including re-recording if needed.
Qualifications and Skills:
- High School Diploma or Equivalent.
- One year of residential mortgage experience.
- Knowledge of Ellie Mae Encompass 360.
- Knowledge of Mortgage Loan documents and Title work experience preferred.
- Excellent customer service skills.
- Proficient in Microsoft Word and Excel.
- Must be able to stand for long periods of time and lift up to 25lbs.
This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com/
California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California consumers.
CrossCountry Mortgage, LLC. (NMLS3029) is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, orientation, gender, age, national origin, veteran status, disability status, marital status, sexual orientation, gender identity, or gender expression, or any other protected status in accordance with all applicable federal, state and local laws. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. Employment is contingent upon successful completion of a background investigation. CrossCountry Mortgage, LLC. is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.
