Final Documents Specialist (On-Site)

Posted 14 Days Ago
Be an Early Applicant
Cleveland, OH
Junior
Financial Services
The Role
The Final Documents Specialist reviews, inspects, and manages trailing loan documents for accuracy and completeness. Responsibilities include data entry in the LOS system, following up on missing documents, monitoring document reports, and coordinating with investors and attorneys. This role may involve filing and shipping documents, and preparing affidavits and assignments as needed.
Summary Generated by Built In

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:
The Final Documents Specialist will perform a formal review and inspection of all trailing loan documents to ensure accuracy and completeness within the designated time frame. Follow up via phone or email on pending documents. Record (check-in) documents as they are received and any comments into the database. Manage a working pipeline of loans. Monitor reports to track outstanding documents. File and retrieve documents as necessary and ship to destination. Perform audit on documents received and capture required data elements and comments in the LOS system.
Job Responsibilities:

  • Receive incoming trailing documents through various mail sources, opens and preps for imaging, scans documents into LOS system and identifies Investor on the loan for determination of mailing the trailing document to the investor.
  • Perform data entry in LOS system marking document as received, and enter date shipped to the Investor of record.
  • Pull reports from LOS system to identify the aged trailing documents currently outstanding with investors.
  • Monitor aged trailing documents in an active pipeline.
  • Perform follow-ups with Settlement Companies and Attorneys’ offices to obtain aged missing documents outstanding for delivery to the Investors.
  • Obtain Certified True Copies of Mortgage/Deed of Trust from County Recorder Offices and/or final Title Policy copies from Settlement Agents or Attorney’s Offices when determined that the document has been lost or aged.
  • Prepare Scrivener’s Affidavits and Assignments as needed and have signed by the Executive Team for recording.
  • Monitor and answer general questions being received in the Final Docs Team e-mail box.
  • Perform weekly reviews of trailing documents received that were not sold to an investor at time of receipt to determine if an Investor has been assigned for delivery of the trailing documents received
  • Work with Investors, Internal departments, and Settlement/Attorney offices to cure defects found in the Mortgage/Deed of Trust or Final Title Policy including re-recording if needed.

Qualifications and Skills:

  • High School Diploma or Equivalent.
  • One year of residential mortgage experience.
  • Knowledge of Ellie Mae Encompass 360.
  • Knowledge of Mortgage Loan documents and Title work experience preferred.
  • Excellent customer service skills.
  • Proficient in Microsoft Word and Excel.
  • Must be able to stand for long periods of time and lift up to 25lbs.

CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
 

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com/
 

California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
 

CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
 

CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.

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The Company
HQ: Cleveland, OH
5,049 Employees
On-site Workplace
Year Founded: 2003

What We Do

Community is everything
At CCM, our vision is to become the most referred mortgage lender in every community we serve – and make a difference in the neighborhoods where you work and live.

More than a team
With such lofty ambitions, we know the importance of the individuals who call CCM home. When you work with us, you’re joining more than 7,000 doers, innovators, and mortgage makers.

We’re dedicated to getting it done
We tirelessly advocate for our clients and communities. By making every mortgage feel like a win, we can help our clients truly feel at home.

Be the difference maker
We’re proud of our philanthropic efforts and partnerships, and you’ll see them at the forefront of our work. Programs like CCM Cares show our dedication to making a difference by directly impacting the people and places in our communities.

Connected by culture, proven by performance
We’re endlessly motivated, not only by our mission, but by the people around us and values we share. From branch-sponsored community events to our annual Sales Rally, we like celebrating wins of all sizes.

NMLS3029
Equal Housing Opportunity

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