Glen Allen, VA, 23060, USA
4 days ago
Records Management Coordinator
Description Job Summary: The Records Management Coordinator also known as Mortgage Document Custodian Specialist is responsible for the detailed review, validation, and management of mortgage collateral documents to ensure compliance with investor, regulatory, and internal standards. This role also plays a key part in developing and maintaining operational procedures to support document custody functions and ensure audit readiness. Key Responsibilities: Review and Validate Collateral Documents: + Examine original mortgage documents (e.g., promissory notes, security instruments, assignments, title policies) for completeness, accuracy, and compliance with investor guidelines. + Identify and resolve document exceptions or deficiencies in coordination with internal teams and external partners. Procedure Development and Documentation: + Create, update, and maintain standard operating procedures (SOPs) for document custody processes. + Ensure procedures align with investor requirements (Fannie Mae, Freddie Mac, Ginnie Mae, etc.) and internal quality standards. + Collaborate with department manager to ensure compliance and with procedures support regulatory readiness. Custody and Compliance Oversight: + Maintain accurate records of document status in custody systems. + Support document certification processes and investor audits. + Ensure secure handling, storage, and retrieval of physical and digital collateral files. Process Improvement: + Identify opportunities to streamline document review and custody workflows. + Recommend and implement process enhancements to improve efficiency and reduce risk. Qualifications: Education: + High school diploma or equivalent required; Associate’s or Bachelor’s degree in Business, Finance, or a related field preferred. Experience: + 3+ years of experience in mortgage document custody, collateral review, or mortgage operations. + Strong understanding of mortgage collateral documentation and investor requirements. Skills: + Exceptional attention to detail and document analysis skills. + Experience writing and maintaining operational procedures. + Proficiency in document management systems and Microsoft Office Suite. + Strong organizational, communication, and problem-solving abilities. Preferred Qualifications: + Experience with custodians such as Wells Fargo, Bank of New York Mellon, or U.S. Bank. + Familiarity with eVault systems and MERS. + Knowledge of regulatory frameworks (e.g., CFPB, RESPA, TILA). + Notary Public certification is a plus. Hours & Work Schedule + Hours per Week: 40 + Work Schedule: Monday - Friday 8am to 5pm + position is fully on site at our office in Glen Allen, VA Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
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