Critical Documents Specialist

Critical Documents Specialist Corporate Office - Hybrid

The Critical Documents Specialist is responsible for reviewing, processing, tracking, and delivering original mortgage and final loan documents to ensure loans meet legal, investor, warehouse, and recording requirements. This role works closely with title companies, warehouse banks, investors, and internal departments to resolve document issues, maintain accurate loan records, and ensure timely delivery and certification of critical documents.

Key responsibilities include:

  • Reviewing closing packages and final mortgage documents for accuracy and completeness.
  • Coordinating with title companies to obtain and correct required documents.
  • Imaging loan packages and promptly delivering original wet signed mortgage notes and collateral documents to warehouse lenders.
  • Shipping and tracking original mortgage notes and documents to warehouse banks and investors.
  • Monitoring warehouse and investor requirements and resolving suspense or exception items.
  • Ensuring mortgages/deeds of trust and final title policies are properly recorded and delivered.
  • Tracking GNMA final documents and certifications.
  • Maintaining accurate collateral and document tracking records in the company’s LOS.
  • Performing daily MERS updates and researching or correcting MERS issues.
  • Assisting the Lock Desk with loan registration and loan number assignments as needed.

Ideal candidate: Detail-oriented and highly organized with strong communication and technology skills. Previous mortgage banking experience is preferred, with the ability to manage multiple priorities and work accurately within strict deadlines.

Salary Range- 42,000-48,000 + Bonus Compensation

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