Records Clerk

Position Summary: 

The individual in this role will be responsible for the maintenance of customer mortgage loan files and sorting and distribution of inter-bank routing and mail.

Essential Functions: 

•  Maintain active and paid in full customer mortgage loan files by identifying and filing incoming documents and correspondence; ensure that documentation is accurately filed and/or scanned on a timely basis
• Sort and distribute mail to appropriate area of the Loan Servicing Center
• Scan all notes and note addendums, UCC filing statements, lease agreements, trust agreements, and power of attorney documents (when applicable) from new and conversion loan files.
• Scan extension, modification and assumption agreements that are executed and processed after the loan has closed.
•  Retrieve files/documents and provide requested information via email, fax, or verbally, ensuring accurate, efficient, and courteous customer service.
•  Pull paid in full loan files and deliver them to the Customer Service Department for preparation of releases; organize the paid in full loan files for permanent record retention and file accordingly.
• Perform active loan file audits on an annual basis.
• Research mailing addresses on return mail and update system, as necessary.
• Set up PUSH statement delivery and/or note statement delivery options in the mortgage loan system. Research and resolve returned email billing statement deliveries.

• High school diploma or equivalent
• One year of clerical experience preferred
• Strong verbal and written communication skill
• Good customer service skills.
• Accuracy and attention to detail.
•  Ability to multitask in a fast-paced environment.
• Ability to initiate work activities with minimal supervision and exercise good independent judgement.
• Organizational, time management, and problem-solving abilities.
• Thorough knowledge and understanding of regulatory and compliance issues affecting all aspects of their area of responsibility and the ability to apply such knowledge in day-to-day operations.
  Approvals