Mortgage Records Mgmt Spec I

Mortgage Records Mgmt Spec I

Location: Merrifield, Virginia (Onsite)

Role Overview

This position involves managing critical mortgage loan documents to ensure their accuracy, quality, and integrity. The role requires adherence to information safeguarding protocols, effective data and document retrieval, and compliance with company and investor document lifecycle and records retention procedures. The specialist will work under direct supervision, participating in basic research and review activities with a narrow scope.

Key Responsibilities

• Monitor and respond to various queues and queries via email or phone, formatting reports for document release and updating databases for outgoing documents.

• Review systems of record and update the mortgage loan servicing system to confirm receipt of original documents.

• Process lien releases and paid-in-full mortgage loans, ensuring compliance with federal and state regulations.

• Oversee third-party vendors for accuracy and timely processing.

• Review loan notes for accuracy to validate saleability and coordinate corrections with mortgage staff, closing agents, and vendors.

• Prioritize and forward investor-mandated documentation for Ginnie Mae (GNMA) and private investor pool final certifications.

• Accurately index mortgage documents in sequential order for efficient lookup and review.

• Resolve escalated member issues, such as third-party requests for documentation, which requires validation and member permission.

• Enter required information for paid-in-full mortgage loans, obtain appropriate signatures, and mail release documents to the appropriate vendor or county courthouse.

• Research, analyze, and resolve issues related to documentation.

• Required Qualifications

• Experience: 1-5 years of relevant experience. Exposure to responding to sensitive, complex, or urgent customer requests is necessary. Experience with automated systems is also required.

• Technical

Skills

• Basic proficiency with word processing and spreadsheet software. Basic knowledge of eMortgage and MERS functions is needed. Knowledge of Prokey functions and documents is also required.

• Skills: Basic written and verbal communication skills. Foundational research, analytical, and problem-solving abilities are required, along with organizational, planning, and time management skills. The ability to maintain accuracy with attention to detail and meet deadlines is essential.

• Preferred Qualifications

• An Associate degree or higher in Business Administration, Records and Archive Management, or an equivalent combination of training, education, and experience.

• Exposure to mortgage or equity loan processing, closing, and documentation requirements and regulations.

• Member or customer service experience, preferably in a call center, retail banking, or financial institution.

• Familiarity with common file classification conventions.

• Ability to obtain a notary public license.

• Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

• Everforth Apex uses a virtual recruiter as part of the application process. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy

Benefits

• Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

• Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

• If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Accommodations Department.