What are the responsibilities and job description for the Records Department Associate at Barrett Financial position at Barrett Financial Group?
About Barrett Financial Group
At Barrett Financial Group, we like to keep things real. Real people, real collaboration, and really great loans. Our Chandler office is where teamwork meets a bit of fun. We take pride in delivering top-notch mortgage experiences while keeping our culture upbeat, supportive, and full of energy.
What You’ll Do
The Records Department plays a critical role in ensuring the accurate handling, storage, and distribution of essential loan documents throughout the mortgage process. As a member of this team, you will be responsible for maintaining the integrity of original records, facilitating communication with investors, title companies, and insurance agencies, and ensuring all documentation is properly organized and uploaded into company systems. This position is essential to support loan fulfillment, compliance, and investor delivery standards.
Your Day Might Include
At Barrett Financial Group, we like to keep things real. Real people, real collaboration, and really great loans. Our Chandler office is where teamwork meets a bit of fun. We take pride in delivering top-notch mortgage experiences while keeping our culture upbeat, supportive, and full of energy.
What You’ll Do
The Records Department plays a critical role in ensuring the accurate handling, storage, and distribution of essential loan documents throughout the mortgage process. As a member of this team, you will be responsible for maintaining the integrity of original records, facilitating communication with investors, title companies, and insurance agencies, and ensuring all documentation is properly organized and uploaded into company systems. This position is essential to support loan fulfillment, compliance, and investor delivery standards.
Your Day Might Include
- Receiving, logging, and storing incoming loan document packages in an organized and secure manner
- Identifying and separating Original Notes for prompt mailing to the Warehouse Department
- Notifying Insurance Agencies of Mortgagee Transfers for loans sold to investors
- Reviewing and organizing critical original documents to ensure proper scanning and uploading into ARIVE
- Communicating with Title Companies to confirm receipt of all required documentation
- Distributing key documents to investors and other relevant parties as needed
- Maintaining accurate records of document handling to ensure compliance with company policies and investor requirements
- A fun and collaborative office where people enjoy working together
- Leadership that values your ideas, your time, and your career growth
- An upbeat culture where hard work and laughter go hand in hand
- Opportunities to learn, grow, and make an impact as we continue to expand
- Strong attention to detail and organizational skills
- Ability to manage multiple tasks in a fast-paced environment
- Effective written and verbal communication skills
- Familiarity with mortgage documents, title packages, or investor processes preferred
- Experience with document management systems such as ARIVE is a plus
- The ability to work independently while being a supportive team player