Job Description

Performs various tasks related to Collateral Files/Documents, Servicing Files/Documents and images in connection with the mortgage loan servicing process. Processes individual documents within a Collateral package received by mail room into digitized inventory for tracking purposes. Serve as Document Custody Support for other internal and external business units to resolve and correct any collateral exceptions for documents required in a mortgage collateral file. Carry out all duties in accordance with company policies and procedures and all state, federal, GSE and MERS regulations.

What you will do:

• Process incoming mail within the Collateral Management Department by notating tracking information document characteristics and entering them into an inventory database.
• Image, rename, and upload all documents received by the Collateral Management Department into the imaging database.
• Recognize and distinguish between Collateral Documents (Mortgage/Deed, AOM, Satisfaction, etc)
• Identify and sort POA’s received from clients.
• Maintain inventory of file room including servicing files and other legal documents.
• Analyze inventory and other reports to complete audits, collateral exceptions, or other tasks.
• Request original files and send paid in full Notes to borrowers Coordinate and handle any other imaging requests.

What we’re looking for:

• Excellent verbal & written communication skills in English
• Excellent listening skills
• Highly developed ability to analyze and solve problems “on the spot"
• Organized and very detail oriented
• Self-motivation required with the ability to work as a team or as an individual and provide feedback with limited preparation
• Ability to effectively interact and communicate with team member and all levels of management within the organization

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Position Type and Expected Hours of Work

This is a temporary position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Extended ours may be needed on occasion.

Required Education and Experience

1. Familiarity with mortgage loan documentation preferred
2. Microsoft Office knowledge required
3. Proficient in use of desktop computer
4. Professional office experience
5. Banking, mortgage servicing, or related industry experience preferred

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

What’s in it for you?

• Competitive compensation and full benefits package include medical, dental, and vision.
• 100% company-paid life insurance and disability coverage!
• 401K with company matching!
• 17 days PTO (increases with tenure) and 9 company paid holidays!
• Professional but fun, casual work environment and great team culture!

About BSI Financial

Founded in 1986, we provide financial services that support our vision of enabling sustainable home ownership by practicing core values that embody doing what is right; emphasizing problem solving; delivering on expectations and winning with humility. Our clients include lenders and investors who make home financing possible.

BSI Financial was ranked multiple times in the SMU Dallas 100 list of the fastest growing
companies in North Texas and was twice named to the Inc. 5000 list of the fastest growing U.S. companies.

EEO Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.

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