Key skills
Critical Thinking
About this role
Role Overview
- Receive executed loss mitigation documents back from borrowers.
- Validate that signatures, dates, notary acknowledgments, and state‑specific requirements are complete and correct.
- Scan, code, and upload documents to the system of record.
- Prepare and route full packages to Quality Control.
- Understand investor waterfalls and documentation standards for loss mitigation.
- Review, track, and validate borrower documentation.
- Request missing or additional documents as needed.
- Maintain compliance with internal controls, regulatory requirements, and audit expectations.
Requirements
- A combined 2 years of higher education and/or work experience
- Office operations or document processing experience
- Call center, customer service, or branch banking experience
- Handling physical documents and navigating multiple computer systems
- Strong multitasking and organizational skills
- Excellent attention to detail and critical thinking
- Proficiency with word processing and spreadsheet applications
- Knowledge of M&T systems (helpful but not required)
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
- Paid volunteer time