Job Description

Summary

The Document Custody Analyst is responsible for indexing and uploading mortgage files and documents received from clients through various electronic means into Real Time’s imaging system.

Essential Functions

• Request loan files and documents from clients and custodians according to established company and client guidelines; maintain the client and custodian contact schedule.
• Process closed loan files for retention and storage, adhering to loan retention schedules for stored files.
• Assist in managing physical loan files, including handling requests for retrieval and delivery to Real Time employees, and ensure files are kept in a secure environment.
• Assist with various client and investor projects in a timely manner – including but not limited to new loan audits, file finding and image uploading.
• Prepare images and/or physical files for shipment to external parties such as counsel, investors, or clients, as needed.
• Notify the supervisor of changes in volume or any issues that arise.

Qualifications and Skills

• High School Diploma required; Bachelor’s Degree preferred.
• Proficiency in Microsoft Word and Excel with a working knowledge of Adobe/FoxIt.
• Ability to lift 50 lbs. and to stand and bend for most of the workday.
• Strong organizational, verbal and written communication skills.
• Must have valid Texas driver license and a good driving record.
• Detail oriented with the ability to work within deadlines.
• Willingness to gain knowledge on file retention and mortgage banking/servicing industry.
• Ability to meet regular attendance requirements and schedules established for the department.
• Ability to work as a team member, effectively sharing ideas, skills and knowledge.

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