Documentation Specialist

Team Overview

This role supports a document‐intensive operations team with an in‐office requirement due to handling paper documents and physical mail processes. The team manages multiple downstream loan fulfillment activities, including document preparation, redisclosure support, settlement and refund review, and shipping.

This is considered an entry‐level role, and while mortgage experience is uncommon, candidates with strong office fundamentals, analytical ability, and commitment tend to be successful.

Entry‐level candidates encouraged to apply

Job Summary

The Loan Document Operations Analyst supports paper‐based loan documentation and post‐closing activities. Responsibilities include preparing and packaging documents for shipment, updating loan origination systems, processing redisclosure requests, and performing analytical refund and settlement reviews. The role requires attention to detail, basic analytical skills, and comfort working in a structured office and cubicle environment.

Key Responsibilities

Handle and process paper loan documents in an in‐office setting

Prepare, print, package, and ship letters and loan documentation

Update loan origination systems accurately and timely

Support Closing Disclosure (CD) review and related redisclosure requests

Manage and respond to requests received through:

Shared team mailboxes

SharePoint queues

Complete redisclosure documents and submit required requests when changes are identified

Perform refund and settlement review processes, including:

Reviewing refund settlement statements

Comparing settlement data against the assigned Closing Disclosure

Ensuring all figures tie out accurately before initiating refunds

Communicate with internal partners, including:

Settlement agents

Other operational teams supporting mailbox and settlement workflows

Maintain accuracy, organization, and productivity in a structured operations environment

Experience & Qualifications

Required / Target Profile

Prior experience working in an office environment, preferably in a cubicle setting

Ability to follow structured processes and work with physical documents

Strong attention to detail and organizational skills

Exposure to analytical review (e.g., comparing documents, reconciling information)

Additional Considerations

This team values longevity, dedication, and commitment

Employment history showing stability is preferred; unexplained gaps may be considered a red flag

Mortgage experience is rare for this role and not expected

Training is provided, but candidates must be receptive to learning and able to retain detailed processes