Document Processor

C

Canopy Mortgage LLC

Posted 2 months ago

Full Time

Lindon, Utah

In Person

Smart Summary

Responsibilities

The Document Processor is responsible for managing the security instrument queue, including receiving, scanning, and filing trailing documents. They also handle re-recordings, title policies, and mortgage assignments while ensuring all documentation is accurately logged and tracked.

Qualifications

You have a high school diploma or equivalent and at least one year of experience in a similar role. You possess strong organizational and time-management skills, with excellent attention to detail and the ability to work independently or as part of a team. Proficiency in Microsoft Office Suite and other relevant software is expected.

Must Have Skills for ATS

Microsoft Office Suite

Job Description

Description

Job Summary:

We are seeking a highly organized and detail-oriented Trailing Documents Specialist to join our team. The successful candidate will be responsible for managing the Security Instrument not Shipped Queue, receiving, reviewing, scanning, filing, logging, and shipping all trailing documents that have been received in the office via mail and email. The Trailing Documents Specialist will also be responsible for creating and handling all re-recording, corrected title policies, and Assignments Of Mortgages being recorded, creating Scrivener's Affidavits, getting them executed, and sending them to the appropriate party for recording. Additionally, the Trailing Documents Specialist will create check requests when applicable for re-recording fees, escalate any issues to management when unable to handle a task, and add all queue notes and task list notes/tasks when there is a delay or correction needed. 

Responsibilities:

- Manage the Security Instrument not Shipped Queue

- Receive, review, scan, file, log, and ship all trailing documents that have been received in the office via mail and email

- Create and handle all re-recording, corrected title policies, and Assignments Of Mortgages being recorded, creating Scrivener's Affidavits, getting them executed, and sending them to the appropriate party for recording

- Create check requests when applicable for re-recording fees

- Escalate any issues to management when unable to handle a task

- Add all queue notes and task list notes/tasks when there is a delay or correction needed

- Pull reports from all investors and verify if documents have been sent out and send tracking to the appropriate party

Requirements

- High school diploma or equivalent

- would prefer 1 years of experience in a similar role

- Strong organizational and time-management skills

- Excellent attention to detail

- Ability to work independently and as part of a team

- Strong communication and interpersonal skills

- Proficient in Microsoft Office Suite and other relevant software

- Ability to handle confidential information with discretion and professionalism

We are an equal opportunity employer and welcome all qualified candidates to apply. We celebrate diversity and are committed to creating an inclusive environment for all employees.

C

Canopy Mortgage LLC

NMLS - 1359687 Canopy Mortgage, LLC supports Equal Housing Opportunity http://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/1359687 At Canopy Mortgage we have a passion for finding a simpler, faster, less expensive way to close a mortgage loan. By combining our proprietary mortgage technology with the best Loan Officers in the industry we provide our customers with a fast, smooth, transparent and inexpensive mortgage experience.
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