Document Specialist

Principal Duties :

Reviews the mortgage loan file documents to ensure Genesis Capital and Investor requirements are met and that all required documentation in such files is accurate and properly executed include the following.

• Prepares, reviews and distributes loan documents.
• Tracks and verifies receipt of loan documents once funded.
• Conducts QC on signed loan documents against Loan Origination System to confirm the accuracy and completeness of loan documents.
• Reviews and verifies recording information, borrowers' names, subject property address, loan amount, number of pages, live signatures, attached riders and notary acknowledgement on deeds of trust.
• Reviews and verifies on loan documents borrower name, subject property address, loan amount and loan terms including but not limited to interest rate, APN, vesting, guaranty information.
• Works with internal teams to resolve loan file deficiencies and discrepancies such as incomplete loan documents and / or signatures, incomplete or inaccurate appraisals and title reports in a timely and effective manner.
• Receives and reviews monthly sellers report from investors regarding outstanding trailing documents needed / requiring corrections. Work as liaison between borrowers, processing and leverage team to obtain the necessary documents.
• Identify and propose solutions for recurring errors in loan documents. Works with manager to reduce errors and improve efficiency of the loan documents process.
• Works closely with Credit Underwriters, Asset Underwriters, Loan Analysts, Loan Officers and Borrowers.
• Works with legal team to create / modify loan documents .
• Other duties may be assigned.

Education and Experience

The right candidate should have 3-5 years of relevant experience and possess the following qualifications and experience :

Knowledge, Skills, and Abilities