Document Control Specialist/Hybrid

Summary

• Ensures quality assurance of the closed and purchased loan files and document management system in accordance with the terms and conditions of the Mortgage Policy/Procedure and Compliance Manuals.

Key Responsibilities

• Conducts comprehensive quality assurance review of prepared closing packages and purchased loan packages, reviewing for compliance and completeness.
• Maintains document management for the Loan Origination system and prepares for the extraction of files for upload to the Servicing system.
• Follows up and clears post-closing deficiencies in a timely manner.
• Coordinates with a third party quality control provider in accordance with State Financial Network’s Quality Control Policy for review of random and targeted selections. Reviews, responds and takes corrective action when appropriate.
• Manages post-closing and quality control audits and monthly reporting.
• Prepares and reviews credit packages for inclusion in loan participations.
• Monitors, tracks, and organizes recorded mortgages and loan policies to ensure mortgage liens are perfected.
• Is responsible for adhering to operational controls, including compliance with all required regulations and policies such as the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) to ensure the safety and soundness of the State Financial Network.

Education/Experience

• Associate’s degree plus 2+ years of related financial services experience to include 1 year of closing experience or, equivalent experience. Bachelor’s degree is preferred.

Other Qualifications

Strong demonstrated abilities required:

• Customer/Member Service
• Interpersonal/Team Player
• Motivated/Works Independently
• Analytical/Problem Solving
• Organizational Skills
• Project Management Skills
• Detail Oriented
• Verbal/Written Skills
• Microsoft Office
• Prioritize/Multi-task

Also required:

• Must maintain confidentiality.
• Experience with mortgage loan origination software

Physical Requirements

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.

• Ability to sit for extended periods; occasional standing
• Frequent use of hands/fingers for typing and operating standard office equipment
• Ability to hear and speak clearly
• Visual acuity to read computer screens and written documents
• Minimal physical exertion; occasional walking

What we offer to our team members:

• A competitive salary
• Team Based Incentives and Performance Bonus Opportunities
• Referral Incentive Opportunities
• Generous Paid Time Off
• Medical, Dental and Vision plans
• Health Savings Account with employer contribution
• Flexible Spending Accounts
• 401K with employer contribution and match
• Employer paid life insurance/AD&D
• Supplemental insurance plan options
• Employer paid Short and Long term disability programs
• Paid Family Leave
• Tuition Reimbursement
• Training and Development Programs
• Paid Holidays
• Paid Volunteer Time Off
• Employee Assistance Programs
• Pet Insurance

Equal Employment Opportunity

• FMFCU/SFN is an equal opportunity employer and prohibits discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), age (40 and over), national origin or ancestry, physical or mental disability, genetic information, veteran status, uniformed service member status or any other status protected by federal, state or local law.

Offered pay rate for this position typically aligns with the minimum to midpoint of the salary range and varies based on factors such as qualifications and experience, budget, and internal alignment.