[Remote] Loan Documentation Specialist

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Note: The job is a remote job and is open to candidates in USA. Figure is a leading non-bank HELOC lender focused on maximizing the value of homeownership. They are seeking a Loan Documentation Specialist to manage the mortgage and HELOC post-close process, ensuring smooth operations and exceptional customer service throughout the documentation and processing stages.

Partner with customer operations and processing to ensure a smooth post close mortgage process
Provide exceptional customer service to both internal and external customers
Be process focused and continuously look for opportunities for improvements and efficiencies
Work independently to prioritize work based on investor delivery expiration and closing dates
Handle tasks such as printing, signing, notarizing, and recording relevant documents
Process paper Assignments of Mortgage (AOMs) related to loan sales and securitizations
Manage the Power of Attorney (POA) and AOM process for Private Label Partners until 100% of volume is on DART
Oversee the onboarding and offboarding of DART loans via AOMs, ensuring timely and accurate processing
Manage the processing of new PLDs, document revisions, and handling of tax affidavits, FP7, and other necessary paperwork in collaboration with our vendors
Address security instrument exceptions and lien release issues, including conducting county research, outreach, and resolving recording exceptions
Manage RSD tasks when closing defects are identified, dispositioning appropriately for next steps
Manage outreach efforts for unsecured liens, including calls, emails, FedEx letters, and SandCastle orders
Process documents for closing appointments as necessary
Handle curative efforts such as Scrivener's Affidavits and other document corrections, ensuring all documentation is accurate and compliant
Monitor the recording stage audit and ensure accountability for all security instruments (SIs), working with vendors to resolve outstanding liens and secure recorded SIs
Conduct prepurchase review of piggyback loan documents, including loan applications, estimates, disclosures, AUS, Credit Reports, and deeds of trust, ensuring proper execution and compliance
Oversee the process for FNMA loan delivery and MERS registration
Perform additional duties as assigned to support the team and company operations

1+ year of administrative and/ or customer-facing experience
Ability to work and thrive in a fast-paced, startup environment with little direction and meet tight deadlines
Proven ability to provide professional and concise communications with cross-functional teams and resolve any issues, including suspense conditions, within response deadlines
Exceptional customer service skills to work with external customers
Ability to organize and manage a large pipeline of loans
Analytical skills and drive to look for process improvements and ways to digitize and automate processes
Ability to navigate G-Suite (Docs, Sheets, Slides) and Google Drive to manage information and collaborate with team members through Slack
Experience in residential mortgage lending with Post-Closing experience
In-depth knowledge of HELOC loans, FNMA, FHLMC, and private investor products
Thorough understanding of Federal and State regulations, including but not limited to HELOC and Conventional guidelines, RESPA, TILA, HOEPA, and QM
Knowledge of State and County recording requirements and needs

Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
Company HSA, FSA, Dependent Care, 401k, and commuter benefits
Employer-funded life and disability insurance coverage
11 Observed Holidays & PTO plan
Up to 12 weeks paid family leave
Continuing education reimbursement

Conversion Capital is an asset management firm focused on internet and software investments. It was founded in 2012, and is headquartered in New York, New York, USA, with a workforce of 2-10 employees. Its website is http://www.conversioncapital.com.

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