Document Preparation Specialist
About this role
About the Role Robert Half is seeking an experienced Document Preparation Specialist to support mortgage operations by managing loan document configuration, testing, compliance reviews, and system-related documentation processes. This role plays a critical part in ensuring mortgage loan documents and disclosures are accurate, compliant, and properly configured within loan origination systems. The ideal candidate will have strong mortgage operations experience, excellent attention to detail, and the ability to troubleshoot document and workflow issues. What You'll Do
- Configure, test, and maintain mortgage loan documents and disclosures within loan origination systems.
- Ensure accurate data mapping, business rules, and document generation functionality.
- Review disclosure-related audit findings and assist with corrective action plans.
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