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Document Specialist

Coraopolis, PA | Full Time
2 Days Ago

Job Description


Position Summary


Mortgage Connect Document Solutions is on a mission to create simple solutions to the mortgage servicing document generation, execution, recording, and shipping needs. We’re seeking a Document Specialist to help guide us in our quest. As a member of our team, you will directly oversee and manage a pipeline of orders for Lien Release and Assignment of Mortgage documents. This includes, but is not limited to, the following: data input, document management, vendor oversight, client communication, and pipeline monitoring to ensure established Service Level Agreements (SLAs) are being met.

As the Document Specialist, you will be the primary stakeholder and ultimately accountable for the performance standards of your pipeline of document orders. Maintaining our culture of respect, carry a positive attitude even during the most challenging and/or dynamic situations, and execute Mortgage Connect Document Solutions mission to create the Best-in-Class document operation supporting the mortgage servicing industry.

Essential Duties and Responsibilities

  • Acts as the subject matter expert (SME) for a designated pipeline of orders and overall processing of document order pipeline.
  • Monitoring the status of incoming and outgoing orders and products.
  • Comparing documents and tracking document changes.
  • Checking completed work for spelling, grammar, punctuation, and format.
  • Exceptional time-management, hands-on contributor who collaborates well with others to create the best solutions for the company.
  • Ensure that all steps of the Vendor Operations process are completed accurately and within the required SLA (Service Level Agreement) timeframes.
  • Review and respond to system messages from partners and clients within established SLA’s.
  • Responsible for client communication including timely responses and issue resolution.
  • Adheres to all established policy and procedures set forth by the company to ensure efficient workflow within established standards and industry guidelines.
  • Effectively communicates routinely and openly with manager and teammates regarding issues, conflicts, and concerns as they arise.
  • Diagnoses problems identified through telephone and electronic communications with service providers and addresses or escalates to the appropriate stakeholders as needed.
  • Completes UAT (user acceptance testing) for specific workflow enhancements/changes as needed.
  • Maintain a positive attitude and professional demeanor when working with clients, vendors, or internal staff.
  • Performs other duties as defined and needed.


  • High school diploma or GED required
  • College degree in related field or mortgage experience (originations, closings or servicing) a plus
  • Proficient in use of Microsoft Office Products (Word, Excel, Outlook)
  • Possesses strong verbal and written communication skills, applying good judgment, with the ability to escalate when unable or unauthorized to resolve conflict, issue, or concern.
  • Ability to work well in a team environment through collaboration.
  • Good attention to detail making minimal errors.
  • Displays the consistent ability to embrace rapid changes to SLAs, internal policies, and overall procedures.
  • Takes a proactive approach, with a positive and growth mindset, collaborating with cross-functional teams and contributes to creating a good team atmosphere.
  • Experienced working in fast-paced environments and able to maintain a positive and professional attitude under pressure.
  • Detailed oriented, with an analytical approach and takes pride in being thorough and methodical yet able to accomplish tasks/deliverables prior to deadlines.
  • Works well with little supervision; receptive to feedback and training intended to improve employee’s ability to perform at increasing levels of independence
  • Ability to work overtime as required by workflow/volume fluctuations
  • Willingness to become a Public Notary (paid for by MCDS)
  • Must be able to work overtime as required

We are an Equal Opportunity/Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state, or local laws.

Skills for Document Specialist

The job skills required for Document Specialist include Microsoft Office, Attention to Detail, Written Communication, Document Management, Communicates Effectively,and outlook etc. Having related job skills and expertise will give you an advantage when applying to be a Document Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Document Specialist. Select any job title you are interested in and start to search job requirements.

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Career Path for Document Specialist

The following is the career advancement route for Document Specialist positions, which can be used as a reference in future career path planning. As a Document Specialist, it can be promoted into senior positions as a System Documentation Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Document Specialist. You can explore the career advancement for a Document Specialist below and select your interested title to get hiring information.

How to Become a Document Specialist

If you are interested in becoming a Document Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Document Specialist for your reference.

Step 1 Understand the job description and responsibilities of a Document Specialist

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Step 2 Knowing the best tips for becoming a Document Specialist can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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