Document Preparation Specialist

Document Preparation Specialist

Location: Coppell, TX 75019
Job Type: Temporary, with potential for permanent hire
Assignment Duration: 12 months
Schedule: Monday–Friday, 8:00 AM–5:00 PM
Hours: 40 hours per week
Interview Type: Virtual (Microsoft Teams or Zoom)
Dress Code: Casual attire; jeans and T-shirts without graphics are permitted. Closed-toe shoes are required.
Driving Requirement: No driving required
Physical Requirements: Ability to lift up to 50 lbs. Minimal standing and walking.

Job Overview:

We are seeking a detail-oriented and dependable Mortgage Document Preparation Specialist to prepare mortgage-related documents for imaging and scanning. This role involves sorting, organizing, assembling, and inspecting paperwork to ensure documents are accurate, complete, and ready for scanning.

The ideal candidate will have strong organizational skills, basic computer proficiency, and the ability to handle confidential information with accuracy. Candidates should be comfortable performing repetitive tasks in a fast-paced production environment while maintaining quality standards and following established procedures.

This is a 12-month temporary assignment with the opportunity for permanent employment based on performance and business needs.

Key Responsibilities

• Prepare mortgage documents and incoming mail for imaging and scanning.
• Sort documents by department, including Foreclosure, Bankruptcy, and other processing areas.
• Attach the appropriate cover sheets to documents and mail batches.
• Remove staples, paper clips, sticky notes, and document creases to ensure documents are scan-ready.
• Organize and assemble paperwork in the correct order.
• Identify, separate, and organize document batches as required.
• Perform quality checks to ensure documents are complete, properly sorted, and ready for scanning.
• Handle confidential mortgage-related information accurately and responsibly.
• Use standard office equipment and document scanning tools.
• Utilize basic computer applications, including Microsoft Outlook, Microsoft Edge, Google Chrome, and Slack.
• Follow established procedures and maintain productivity and quality standards.
• Work independently and collaboratively with team members to meet daily processing goals.
• Maintain an organized workspace and support efficient document processing operations.

Required Qualifications

• High school diploma or GED.
• 1–2 years of related work experience.
• Previous copy center, document preparation, mailroom, scanning, or document processing experience preferred.
• Strong attention to detail and organizational skills.
• Basic computer skills and familiarity with common office applications.
• Ability to follow instructions and established procedures.
• Ability to maintain accuracy while performing repetitive tasks.
• Strong time management skills and dependability.
• Ability to handle sensitive and confidential documents professionally.
• Ability to lift up to 50 lbs.

Work Environment

This position is primarily focused on document preparation and processing in a production-oriented office environment. The role involves repetitive paperwork handling, sorting, and preparing documents for scanning, with minimal standing and walking.

Interested candidates should have strong attention to detail, reliable work habits, and a commitment to accuracy and confidentiality.

Software Galaxy Systems, LLC (SGS) is an award-winning Contingent Workforce Services firm providing a broad range of integrated suite of services through a global delivery platform. SGS brings innovative talent management strategies to empower its clients to stay focused on growth of their core competencies. SGS has developed a comprehensive process-oriented methodology to manage high-volume contingent labor, payroll services and SOW’s for today’s competitive landscape.

SGS is proud of the partnerships it has built with its clients, MSP’s, and employees which has allowed it to deliver unparalleled service to its wide-ranging customer base. SGS is a certified minority owned enterprise that provides innovative yet practical solutions, from concept through execution. We combine technology with strategy and aim to deliver results today that endure tomorrow. SGS’ client centric approach delivers unparalleled value with vastly responsive, streamlined and highly process oriented workforce solutions.

SGS has been awarded and acknowledged by leading MSP’s (i.e., KellyOCG, TAPFIN, Guidant Global, etc.) for its exemplary performance in the contingent workforce space.