The Document Custody Analyst shall be responsible for indexing and uploading mortgage files and documents received from clients via various electronic means into Real Time’s imaging system.
Request loan files and documents from clients and custodians according to pre-established company and client guidelines; maintain client and custodian contact schedule.
Process closed loan files for retention and storage; maintain loan retention schedule for storage of closed loan files.
Assist with management of physical loan files; assist with processing request for retrieval and delivery of loan files to Real Time employees; maintain loan files in a secure environment.
Prepare images and/or physical files for shipment to outside counsel, investors, clients, etc. as requested.
Keep supervisor informed of changes in volume or of any problems/issues that may arise.
Qualifications and Skills
High School Diploma required; Bachelor’s Degree preferred
General computer knowledge; working knowledge of Word, Excel and Adobe
Ability to lift 60 lbs. and the ability to stand and bend for a majority of the day
Strong organizational, verbal and written communication skills.
Must have valid Texas driver license and a good driving record
Detail oriented with the ability to work within deadlines
Willingness to gain knowledge on file retention and mortgage banking/servicing industry
Ability to meet regular attendance requirements and schedules established for the department
Ability to work as a team member, effectively sharing ideas, skills and knowledge
This job operates in a professional office environment. This role routinely uses standard office equipment, including electronic keyboard, mouse and telephone.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.
While performing duties of this job, the employee is regularly required to talk on the phone. He/she may be required to sit and review information on a computer screen for long periods of time as well as perform repetitive motions of the hands and wrist related to writing and typing at an electronic keyboard.
This position requires the ability to occasionally lift office products and supplies, up to 60 pounds.