Collateral Management Specialist

• Review and process collateral files and documents, including promissory notes, mortgage/deeds of trust, assignments, and title policies, ensuring accuracy and completeness
• Maintain and update loan records in our internal systems to reflect accurate collateral status
• Coordinate with document custodians to manage physical and electronic document storage and retrieval
• Verify lien recordings and address any discrepancies to ensure a clear chain of title
• Assist in tracking and resolving exceptions related to collateral files or documents that are unable to be located
• Support onboards, offboards, and repurchases by validating collateral file location, ordering files, shipping files, and completing release forms to move files to the designated custodian
• Communicate with internal teams, stakeholders, and external contacts to address document-related inquiries, obtain collateral documents needed, and provide timely updates
• Prepare allonges if needed to complete note endorsement chains and reach out to external third parties to execute
• Research and perform due diligence to prepare lost note affidavits if needed for original promissory notes that can be located in the paid-in-full or default process
• Review and clear exceptions for the vendor related to images of the note needed to provide the letter in lieu of the homeowners ' original document states
• Other duties as assigned

• High school diploma or equivalent required
• associate or bachelor’s degree required
• 1-2 years of prior experience in mortgage servicing, loan processing, or document management is a plus but not required
• Interest in developing a career in the mortgage or financial services industry
• Attention to Detail: Exceptional ability to identify inconsistencies and errors in documents, ensuring accuracy and completeness
• Organizational Skills: Skilled in managing multiple tasks, prioritizing workloads, and meeting deadlines in a fast-paced environment
• Team Player: Collaborative and communicative, able to work effectively within a team to achieve common goals
• Tech-Savvy: Proficient in using technology and adaptable to learning new systems quickly
• Problem Solver: Proactive in investigating and resolving document-related issues to maintain smooth operations

1-2 years of prior experience in mortgage servicing, loan processing, or document management is a plus

• competitive salary and 401 (k) plan
• comprehensive medical, dental, & vision benefits
• in-office snacks and drinks, and Bagel Fridays
• Company-wide orientation for you to successfully onboard and other learning & development opportunities, including regular review cycles that feature 360-degree feedback
• 17 days paid time off, 5 sick/personal days, and 11 company holidays
• 12 weeks off for both birthing and non-birthing parents - fully paid