The Records Management Specialist is responsible for intake of collateral received, prepping modifications, tracking trailing docs, ordering from/submitting to offsite storage, scanning collateral, and returning files to the custodian.
The Records Management Specialist reports to the Special Loans Manager; must develop strong working relationships with direct reports, key stakeholders, vendors, custodians, investors, co-workers, and customers.
Read incoming documents in order to determine how and where they should be classified or filed
Prepare all documents received to ensure they are ready to be place through the scanner
File documents in appropriate filing locations and create accurate manifests
Scan documents into imaging repository system
Ensure all original documentation is tracked
Redact documents if required for audit
Request documentation from offsite storage
Return documentation to appropriate document custodian upon request
Assist with production and other projects as needed
Knowledge of mortgage servicing documents
Intermediate computer skills, including Microsoft Office products
Strong oral and written communication skills
Problem-solving skills, identify issues and concerns and participate in solutions
Able to multitask
Relentless pursuit of “world class service”, both internally and externally
Able to maintain confidentiality
Strong organizational skills; detail- and accuracy-oriented
Able to work in a team environment
Able to work in a high-pressure environment
Able to adapt to change
Able to work under strict deadlines and to meet/exceed deadlines
Able to understand and prioritize tasks according to urgency
Ability to work independently in a high production environment
Ability to understand and handle complex and diversified work
Should be detail oriented and possess a high degree of organizational skills
Proven experience in Microsoft Word and Excel
RoundPoint’s Employee Value Proposition:
Grow. Make a difference. Have fun along the way.
Our mission is to serve our homeowners and all of their homeownership needs. We do this by embracing challenges, executing with excellence, and fostering a positive work culture that encourages personal and professional growth. We are on the fast track to becoming the premier marketplace for all things home, and the National Mortgage News and Best Companies Group just named us one of 2019's Best Mortgage Companies to Work For! Without a doubt, RoundPointers are what make this company a great place to work! That’s why we hire individuals who share our core values: Energy, Ethics, Execution, Everyone, and Earn it!
As a RoundPointer, we will empower you to innovate, provide meaningful solutions, set goals and crush them, play hard, and give back to the community! Our secret sauce is our mantra, All In. All Win. Together, we can achieve great things!
Physical Demands & Working Conditions
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. 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 regularly required to talk or hear.
The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.