Collateral Specialist

Summary :

The Specialist, Collateral position works within the Collateral department and with document custodians, counsel, and in house servicing to ensure collateral files are moved to and stored at the appropriate locations in compliance with company, state, and investor guidelines.

Essential Job Functions :

Receive, sort, file and ship collateral.

Ensure the safekeeping of original loan collateral documents in fire proof file cabinets.

Responsible for verifying all collateral documents are present, audit documents for original vs. copies.

Ensure data within the system is current, accurate, and complete with status in Lakewood, Fiserv, CTS or any other tracking system

Submit requests for copies and original files to custodians within 2 business days

Generate file manifests listing each document / file at the time of receipt and release

Establish organizational skills which will allow filing of returned documents to stay current and accurate

Gather information, pull required collateral documents / files for upcoming transfers / sales

Establish effective working relationship with all applicable contacts

Perform inventory checks of collateral files to ensure safe keeping of original documents

To assist with various requests to / from various Freedom document custodians

Scan and upload collateral documents to EDMS

Maintain regularand punctualattendance.

Other Related Duties :

Performs other related duties as assigned.

Supervisory Responsibilities :

This job has no supervisory responsibilities.

Qualifications :

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Strong customer service abilities are a must.

Education and / or Experience :

High school diploma or general education degree (GED) required.

Six (6) months to one (1) year experience.

Microsoft Word, Excel, PowerPoint, Adobe Professional, Outlook.

Language Skills :

Ability to read, and interpret documents such as policy and procedure manuals, safety rules, operating and maintenance instructions.

Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Mathematical Skills :

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Ability to compute rate, ratio, and percentage and to draw and interpret bar graph.

Reasoning Ability :

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Certificates, Licenses, Registrations :

None required.

Physical Demands :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear.

The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms.

The employee must occasionally lift and / or move up to 25 pounds.

Work Environment :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Equal Employment Opportunity :

Freedom Mortgage is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act :

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation.

Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities :

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position.

Freedom Mortgage Corporation may change the specific job duties with or without prior notice based on the needs of the organization .