Mortgage File Specialist I

JOB RESPONSIBILITIES
* Track mortgage loan files from origination to destruction
* Prepare and notarize applicable mortgage release documentation from recorded documents, following the recording guidelines for both in-state and out-of-state mortgage releases for paid loans or partial releases
* Monitor flow of loan files from the File Center to off-site storage, if applicable
* Support bank associates and customers by referring them to the efile on Director Unity Client, or if necessary, by forwarding requested loan documents via email, fax, interoffice mail, or in-person delivery
* Scan and upload any additional physical documents and electronic documents to efile in Director Unity
* File any documents in the physical file that are required and update physical file checklist as well as electronic physical file checklist in workflow
* Perform Physical File Review for required documents and track in Director Unity Client Physical File Review Workflow
* Assist with internal and/or external audits by organizing and delivering file requests in a timely manner
* Respond to File Center phone calls, workflow requests, email, in-person requests, and fax requests in order of urgency and/or priority
* Prepare checks for submission of releases to the county recorder offices and the county title Offices

COMPETENCIES
* Interpersonal/Customer Service Skills
* Written and Verbal Communication
* Ability to understand and follow directions
* Adaptable to change
* Basic Computer Skills
* Leadership/Management Skills
* Ability to influence others
* Ability to build collaborative relationships
* Ability to develop or mentor others
* Ability to work as part of a team
* Organizational Skills/Detail Oriented
* Analytical Thinking
* Able to Multi-Task or Juggle Priorities
* Problem/Situation Analysis
* Technical Expertise
* Strategic Planning and Decision Making
* Creativity
* Capacity to interpret and apply technical and regulatory instructions

EDUCATION AND EXPERIENCE
* Must possess a high school diploma or equivalent
* 0-2 years of equivalent experience

PHYSICAL REQUIREMENTS
This position must be able to remain in a stationary position 75% of the time, constantly operates a computer, is in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information.

SCHEDULE
This position is fully on-site. Office hours are Monday through Friday 8am to 5pm. This position is hourly and full time. A minimum 37.5 hours is required to maintain eligibility for full-time status. Generally the position will require 40+ hours per week.