Mortgage – Document Reviewer Basic (1-3 years)

Robert Half

  • Full Time

Description: Review loans to ensure they closed and funded in adherence to all Policies Procedures and are in compliance with regulations. Reconcile statements to Closing Disclosures. Work with title companies settlement agents closing agents and attorneys when necessary. Work with branch associates or customers to obtain missing documentation and authorization for tolerance cures. Collaborate with other departments to ensure compliance with policies and procedures. Disclose post consummation closing disclosures and tolerance cures as needed. Ensure copies are maintained in the virtual loan file. Complete data entry on tracking log and/or database.

 

Roles and Responsibilities:

• Log in the receipt of, perform audit, manage inventory and process shipment of collateral files for loans funded on our warehouse lines by our customers – 50% of time

• Researching and responding to Loan Status Requests, Verification of Mortgages and other requests from outside companies and departments within the Bank.– 30% of time

• Update for clients on company systems the status of each collateral file, and maintain related records–5% of time

• Prepare or assist in preparing any necessary documents – 5% of time

• Coordinate the receipt and transfer of assets with various internal and external parties – 5% of time

• Responding to standard inquiries from bankers or external customers about loans – 5% of time


Job Requirements

  • Basic Office Skills
  • Adobe Acrobat
  • Custodial
  • Ability to lift 35 lbs
  • Communication Skills
  • Microsoft
  • Ability to meet deadlines
  • Ability to Work Independently
  • Ability to Work with Others

About Robert Half

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.3195. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

© 2022 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

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