Mortgage Post-Closing Document Indexing Specialist

SUMMARY

This position is responsible for reviewing and Indexing signed loan closing documents. Contacting Borrowers, Title Companies or FUBM Closers/Funders for missing or un-signed closing documents. Working Reports for Audit Indexing Loan Request from Mortgage Compliance/Altisource/Outsource. Delegating loans to be indexed that have been requested by Audit to other Post-Closing team members.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

1. Indexes signed closing documents into Encompass efolder, keeping up with all Company policies.

2. Contacts Borrowers, Title Companies or FUBM Closers/funders for missing or non-signed closing documents.

3. Completes audit loan request from Mortgage Compliance/Altisource/Outsourse.

4. Provides back-up for Mortgage Post-Closing Incoming Mail Specialist.

5. Provides backup for Mortgage Post-Closing Scanning Specialist.

6. Indexing recorded MTG/DOT and TPOL.

7. Provides back-up assistance to others within the department as needed

ADDITIONAL DUTIES AND RESONSIBILITIES

• Performs other duties as requested by Executive Management or Supervisor.
• Completes all required compliance exams on a yearly basis.
• Adherence to all First United Policies and Procedures.
• Adheres to First United Dress policy.
• Recommends to Manager possible methods to improve department.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

• High school diploma or GED required.
• Prior banking/mortgage experience preferred.

Technical/Functional Competencies

• Basic mathematical skills.
• Proficient computer skills.
• Exceptional customer service skills.
• Good problem-solving and decision-making skills.
• Demonstrates good judgment.
• Strong organizational skills.
• Strong interpersonal skills and ability to work well with a wide range of people.
• Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication.
• Ability to use e-mail, phone, and other communication tools are necessary.
• Willingness to accept additional responsibilities
• Dependable and adheres to time-lines and schedules.
• Takes initiative in development and completion of projects.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.