Document Specialist

• Record title documents in a team environment
• Perform quality control checks on unrecorded documents before recording
• Submit documents to counties through e-file systems and direct mail
• Calculate county filing fees
• Troubleshoot rejected documents and resubmit them to counties
• Use UPS to track incoming and outgoing documents
• Answer phone calls and reply to emails from recording service clients
• Meet daily production goals with a high level of accuracy
• Handle other essential duties as assigned

Document Recording Specialist recording title documents for mortgage services company ServiceLink

Document Recording Specialist – Loss Mitigation

Document Recording Specialist processing title documents for mortgage services company ServiceLink.
Performing quality checks, county submissions, fee calculations, and client support in Irvine.

• Manage controlled documents throughout their lifecycle by coordinating reviews and processing document approval, release, revision, supersession, cancellation, and obsolescence while ensuring document integrity and revision control
• Process incoming records through the records lifecycle by validating, classifying, indexing, and maintaining metadata while ensuring accurate filing, retention, retrieval, archival, and disposition
• Perform detailed quality control checks of controlled documents and records to verify completeness, accuracy, legibility, required approvals, document identifiers, revisions, formatting, metadata, and final acceptance requirements
• Maintain appropriate access permissions for controlled documents, records, and system users
• Monitor document and records workflow queues and follow up on incomplete, delayed, or nonconforming submissions
• Communicate routinely with internal customers across multiple departments regarding document requests
• Provide first-line user support for EDMS tools, workflows, and routine document and records requests by retrieving controlled documents for authorized users, troubleshooting file access and availability issues, directing users to appropriate resources, and escalating issues as needed
• Escalate system, workflow, access, or compliance issues that cannot be resolved using established guidance
• Support the Document Control Manager with program initiatives and process improvements, including updating or drafting policies, procedures, and work instructions
• Assist with maintaining controlled templates, forms, logs, and indexes
• Generate routine reports and metrics related to document control and records management activities
• Maintain confidentiality and appropriately handle sensitive, proprietary, or restricted information

Document Control and Records Specialist managing document workflows for clean energy company

Document Control and Records Specialist

Document Control and Records Specialist managing document workflows and compliance for clean energy company. Ensuring integrity and accessibility of controlled documents and records management systems.

• Coordinates the preparation of loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated time frames.
• Communicates with staff, customers/clients, realtors, brokers, counsel, title companies, etc. to respond to inquiries, resolve problems and obtain additional documents needed to complete the file.
• Ensures compliance with internal policies, regulatory and investor requirements and customer service standards.
• May coordinate the closing and funding of assigned loan packages; calculating final closing costs and disbursing funds.

Document Specialist preparing loan packages in compliance with standards at U.S. Bank

SBA Servicing and New Money Document Specialist

Document Specialist coordinating loan package preparation, compliance, and client communication for U.S. Bank. Ensuring adherence to internal policies and regulatory standards in a fast-paced environment.

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Document Recording Specialist – Loss Mitigation

Document Control and Records Specialist

SBA Servicing and New Money Document Specialist