Senior Manager driving strategy and operations for Physical Security at Coinbase. Integrating initiatives with organizational priorities and metrics for optimal results.
MB
Hybrid Documentation Specialist – Mortgage Loan Assistance, Loss Mitigation Operations
Posted 2 months ago
About the role
- Mortgage Loan Documentation Specialist coordinating loss-mitigation documentation for underwriting decisions. Collaborating with Mortgage Assistance Call Center and ensuring compliance with investor requirements.
Responsibilities
- Receive and compile loss-mitigation packages from customers and internal partners; validate completeness and accuracy
- Interpret investor "waterfalls" and verify all required items are present (e.g., hardship letter, bank statements, pay stubs, alimony agreements, evidence of Social Security/pension income, and other investor-specific documents such as FHA requirements)
- Identify and confirm proof of income across financial documents and ensure data integrity
- Request missing or additional documentation to keep files moving; document all actions clearly
- Communicate with the Mortgage Assistance Call Center and Underwriting to prepare files for decision
- Generate and send required status and regulatory/compliance letters at the right stages
- Adhere to Company and regulatory policies, operational risk controls, and internal control standards; support timely remediation of audit/regulatory findings
Requirements
- A combined 2 years of higher education and/or work experience
- Strong attention to detail, organization, and time management in a high-volume environment
- Ability to multitask, prioritize, and work self-directed with accountability
- Clear written communication and follow-up skills
- Proficiency with general personal computing, including word processing and spreadsheets (e.g., Word/Excel)
- Experience in mortgage servicing, loss mitigation, or collections (helpful but not required)
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Forty hours of paid volunteer time
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