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Document Preparation Specialist

512Financial

Role overview

Qualifications

  • Experience in mortgage document preparation or a related field, with a comprehensive understanding of Texas mortgage laws.
  • Proficiency in Microsoft O365 (Outlook, Word, and Excel).
  • Familiarity with multiple Loan Operating Systems, with a preference for IDS experience.
  • Experience reviewing both title commitments and surveys.

Responsibilities

  • Review, prepare, and audit mortgage loan closing documents with precision and care.
  • Answer questions and provide expert guidance on loan documents and closing instructions for various lenders.
  • Ensure documents meet industry regulations and compliance standards.
  • Navigate a variety of loan types, including VA, FHA, Conventional, Manufactured Housing, and more.

Key facts

Hard skills

Mortgage Laws Microsoft 365 Financial Operating Systems Construction

Other skills

  • Detail Oriented
  • Collaboration
  • Communication

About the company

512Financial logo

512Financial

Business Consulting & Services

512Financial is a team of experienced accounting, finance, HR, and marketing professionals offering a wide range of back-office support for growing businesses. Full-cycle accounting, HR administration, budgeting and forecasting, collections, financial reporting, due diligence, mergers and acquisitions, Quality of Earnings, and board reporting are just a few of the areas we help our clients with day-to-day.

Company details

IndustryBusiness Consulting & Services
Company size11 - 50

Links

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Job description

Join our Client’s Team as a Document Preparation Specialist!

Are you a detail-oriented person with a passion for precision? Do you thrive in a fast-paced environment where accuracy is key? If so, this position is for you!

About the Company:

Our client furnishes mortgage lenders with the peace of mind that comes from having provided timely, accurate, and compliant closing documents in more than 5 million residential loan transactions. That unprecedented volume of work results from our client’s single-minded focus on serving residential mortgage lenders since the firm’s founding nearly half a century ago.

What We're Looking For:

We're seeking a Document Preparation Specialist to join our client’s talented team. As the backbone of their operations, you'll be responsible for ensuring the accurate and timely preparation of mortgage-related documents. From VA and FHA to Conventional and Texas-specific loan types, you'll be the go-to expert for all things documentation.  Please note, this position is remote.

What You'll Do:
 
  • Dive deep into the world of Texas mortgage law as you review, prepare, and audit mortgage loan closing documents with precision and care
  • Be the guiding light for our clients and team members alike, answering questions and providing expert guidance on loan documents and closing instructions for various lenders
  • Utilize your expertise to navigate a variety of loan types, including VA, FHA, Conventional, Manufactured Housing, and more
  • Stay ahead of the curve on industry regulations and compliance standards to ensure our documents meet the mark every time

What You Bring:
 
  • A sharp eye for detail and an unwavering commitment to precision.
  • Experience in mortgage document preparation or a related field, with a comprehensive understanding of Texas mortgage laws.
  • Proficiency in Microsoft O365 (Outlook, Word, and Excel) – you wield these tools like a wizard to ensure seamless document management and collaboration.
  • Familiarity with multiple Loan Operating Systems, with a preference for IDS experience – you navigate these systems effortlessly to streamline our operations.
  • Experience reviewing both title commitments and surveys – you see beyond the lines to ensure everything aligns perfectly.
  • TRID and Construction experience is a plus – your versatility shines through with expertise in various regulatory requirements.

Why You'll Love Working for our Client:

A supportive team environment where your contributions are valued and your ideas are heard.
Opportunities for growth and advancement in a thriving industry – we're invested in your success.
A competitive benefits package including PTO, medical, dental and vision insurance,  401k and more – because we believe in taking care of our own.

If you're ready to take your career to the next level and make a real impact in the mortgage law industry, we want to hear from you! Apply now and let's build something great together.

 

Want to learn more about 512Financial? Check out our Recruitment and Talent Acquisition Page! If you have any questions, please reach out to us here: https://512financial.com/contact/

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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