Mortgage Records Management Specialist

Job Description

Description

To manage critical mortgage loan documents while also ensuring their accuracy, quality, and integrity. Adhere to safeguarding of information; retrieval of data/documents effectively; company and investor document lifecycle procedures; company and investor records retention regulations and requirements; and compliance with federal, state and company regulations. Work under direct supervision. Process lien releases and paid in full mortgage loans. Participates in basic research/review with narrow scope.

•Monitor and respond to various queues/queries via email and/or phone. Format reports for document release requests for efficient retrieval. Update database for outgoing documents. Reroute requests to appropriate business unit when necessary

•Resolve escalated member issues and problems such as a third party requesting a copy of a paid in full mortgage loan documentation requiring validation it was recorded by the county and verifying the member provided permission for the release - Basic research/review

•Reconcile transmittal reports to ensure loans requiring lien releases are transmitted and loans not requiring lien releases e.g., Default loans

•Examine loans on hold, missing images, and provide necessary information prior to due dates

•Ensure original, copy, or electronic documents are sent to member at the time of payoff during the lien release process

Skills

Customer service, administrative support, research administration, analysis services, Administration, Data Entry, research and analysis, multi tasking

Top Skills Details

Customer service, administrative support, research administration, analysis services

Additional Skills & Qualifications

Skills:

• Basic computer proficiency is required for digital tracking

• Excel Basic proficiency is needed but not absolutely required

• Entry Level skill set: Min of 2 years

• Nice to Have: REL Mortgage or Legal BG – they can be taught

Day 2 Day:

• Incoming Notes – Receive critical mortgage documents daily, ensure completeness, and prepare for filing in the records vault.

• DOT Prep – Receive, prepare, and accurately index terminal digit mortgage documents in sequential order for efficient lookup and review.

• File/Pull Documents – Mastery of terminal digit filing system, and ability to return and retrieve critical documents to their correct locations in a timely manner.

• Log Documents – Review system of records and update mortgage loan servicing system confirming receipt of original documents.

• Manage, research, and update Record Management Database for tracking purposes, including full inventory of critical loan documentation for active portfolio.

• Imaging Documents – Image of mortgage documents using a Fujitsu scanner, validate the documents scanned, and ensure they are appropriately sent to their correct document repositories within the company

• DOT Shipment – Prioritize and forward investor-mandated documentation to Loan Delivery to perform GinnieMae (GNMA) and other private investor pool final certifications.

• Kofax Validation – Review scanned mortgage documentation, index images, and validate that the imaged documents reflect the correct document type.

Experience Level

Entry level

#eastpriority25

Pay and Benefits

The pay range for this position is $19.75 - $19.75/hr.

Eligibility requirements apply to some benefits and may depend on your job

classification and length of employment. Benefits are subject to change and may be

subject to specific elections, plan, or program terms. If eligible, the benefits

available for this temporary role may include the following:

• Medical, dental & vision

• Critical Illness, Accident, and Hospital

• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available

• Life Insurance (Voluntary Life & AD&D for the employee and dependents)

• Short and long-term disability

• Health Spending Account (HSA)

• Transportation benefits

• Employee Assistance Program

• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Vienna,VA.

Application Deadline

This position is anticipated to close on Jun 5, 2025.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.