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Loss Mitigation Document Specialist

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Responsible for the intake review of loss mitigation options for all workout types on all loan types.  Also responsible for assisting with inbox on an as needed basis depending on number of incoming items from borrowers and borrower’s counsel.

Essential Job Functions may include:

  • Responsible for daily user maintenance of equipment.
  • Review all incoming documents received from borrowers.
  • Clearly notate system of record with documents received as well as documents still needed from borrower.
  • Properly upload all documentation from borrowers into Tempo to ensure it’s loaded into the system of record (EDMS).
  • Issue letters to borrowers advising what items are still needed to send file to Underwriting.
  • Communicate with Underwriting, Mediations, Litigation, Foreclosure and SPOC teams on file statuses.
  • Thoroughly review files with pending Foreclosure sale dates to determine if we are able to send to Underwriting for a decision.
  • Review reports daily to ensure items completed the previous day were done accurately and correctly.
  • Respond to emails and Comtags on a daily basis in a professional and accurate manner.
  • Must be in compliance of established timelines and quality decisions for each file assigned.
  • Familiar with mortgage documents strongly preferred.
  • Must be familiar with financial documents.
  • Must have experience with processing.
  • Track, sort and open incoming e-mails and faxes received from other sources borrowers, authorized third parties and law firms.
  • Responsible for digitally combining packages and checking image for quality and accuracy.
  • Responsible for identifying correct borrower loan number and cross-reference by name, address, phone number, social security number or email address in LoanServ and Account Connect.
  • Load document images to electronic document repository database - EDMS and accurately categorize/index.
  • Create CIT flag in LoanServ notifying responsible business unit of document upload.
  • Aid in the disposition of documents process.

Other Related Duties:
Performs other related duties as assigned.

Supervisory Responsibilities:
This position has no supervisory responsibilities.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

Education and/or Experience:
1-2 years experience as LM Document Specialist, I is required, or one year related experience and/or training, some College/Associates Degree or equivalent from two-year college or technical school preferred or equivalent combination of education and experience.  Proficient in Excel, Adobe Acrobat and knowledge of various file formats.