Job Details
Job Details
Job Location
Meriden CT - Meriden, CT
Description
Job Summary
The Records Management Specialist I is responsible for the maintenance, storage and retrieval of all loan documents retained in-house and offsite. The duties include reviewing loan modifications, sending them for recording, following up, and forwarding the recorded documents to the appropriate custodians. Reviews and clears document exceptions for pool certifications. Please note that this is a temporary role and therefore not eligible for company sponsored benefits.
Essential Duties and Responsibilities
- Retrieves documents and files from custodians and storage facilities for all departments. Uploads images received and works with the Document Imaging Specialist to ensure all original documents are scanned to the imaging system. Emails copies, logs and delivers original documents as required. Logs and ships appropriate original hard copy trailing documents and files to custodians to comply with federal, state and investor regulations/guidelines. Maintains tracking records as to the location of all original files and documents and ensure in-house documents are securely stored.
- Reviews and approves Loan Modifications to ensure recording requirements are met. Processes completed modifications according to agency, custodian, and investor guidelines. Logs and ships modification documents to appropriate vendors for recording. Follows up with vendors to ensure timely recording of documents. Works with Loss Mitigation to resolve recording issues. Works with the Document Imaging Specialist to have recorded documents scanned into the imaging system. Logs and ships recorded modification documents to appropriate custodians. Maintains detailed tracking records on the status of all modification documents in all processing stages.
- Acts as a liaison with the document custodian, communicating with Capital Markets, Investor Accounting, and external sources to ensure compliance with agency guidelines as it relates to initial, final and re-certifications. Pulls and reviews custodian exception reports and works to resolve all outstanding document issues to ensure agency guidelines are strictly adhered to. Advises point person(s) when certifications can be posted.
- Performs miscellaneous duties as assigned.
Position RequirementsEducation
- High school diploma, Associates Degree preferred.
Experience
- Minimum of 2 years of experience in an administrative, document management or similar position
- Experience in mortgage loan servicing a plus
Functional/Technical Skills
- Proficient with using Microsoft Windows applications. Excel, Word & Outlook experience required.
- Strong written and verbal communication skills
- Ability to work independently as well as in a team environment
- Highly organized, detail oriented, and proactive
- Ability to meet deadlines and manage multiple priorities
- Ability to problem solve and research issues when needed
Environmental/Physical DemandsWork is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
Filing folders, requires standing, bending for periods of time.
Occasional lifting of bankers boxes, approximately 35 pounds.
Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.