Final Docs Assistant

Summary

The Final Docs Assistant is an in-office (Scottsdale Corporate Office) position. The department is responsible for working with the department lead and manager on investor missing Final Docs on closed loans. This includes receiving the documents by mail or email, labeling, and scanning the documents, adding them to Encompass and uploading or shipping the paper documents to the Investors. The Post Closing Final Docs Assistant will comply with established policies and procedures.

Essential Job Functions:

• Assist with monitoring the Final Docs email box, printing, labeling, and scanning incoming documents.
• Monitor, resolve, reports on missing documents from each investor.
• Request missing items and corrections from Title Companies.
• Make phone calls to title companies to follow up if no response to emails.
• Required to cross train for Shipping Department to assist when needed as backup.
• Required to cross train for Front Desk coverage to assist when needed for backup
• Other duties as assigned.

Qualifications:

• High school diploma or general education degree is required.
• Basic personal computer skills including electronic mail, word processing and spreadsheets required.
• Reasoning ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to follow instructions and complete tasks as requested by Management.
• Ability to use independent judgment to achieve assigned objectives and goals while operating within corporate and departmental policy guidelines.
• Ability to work independently and in cooperation with others.
• Handle multiple tasks simultaneously.
• Participate in proactive team efforts to achieve departmental and company goals.
• Participate by example and through the sharing of knowledge and skill in promoting a positive team work environment.
• Comply with all safety policies, practices and procedures.
• Reporting of potential or actual violations of such policies, practices and procedures to Supervisor.
• Perform other duties as assigned by Management.
• Phone skills required.

ENVIRONMENT: In office position.

PHYSICAL DEMANDS:

• Dexterity of hands to operate a computer keyboard
• Reaching overhead above the shoulders and horizontally bending at the waist, climbing, kneeling, and stooping for installation of hardware and more
• Hearing and speaking to communicate and provide information to others
• Prolonged periods sitting at a desk and working on a computer