Mortgage Document Review Specialist – Loss Mitigation Operations

Role Overview

• Own the document intake: Receive and compile loss-mitigation packages from customers and internal partners; validate completeness and accuracy.
• Apply investor requirements: Interpret investor "waterfalls" and verify all required items are present.
• Verify income & financials: Identify and confirm proof of income across financial documents and ensure data integrity.
• Close gaps quickly: Request missing or additional documentation to keep files moving; document all actions clearly.
• Coordinate internally: Communicate with the Mortgage Assistance Call Center and Underwriting to prepare files for decision.
• Manage compliance communications: Generate and send required status and regulatory/compliance letters at the right stages.
• Uphold controls & standards: 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.
• 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
• 401(k) matching
• Paid time off
• Flexible work hours
• Professional development opportunities