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Specialist, Trailing Document

Location: West Palm Beach, FL, United States
Job ID: 1003130
Company:

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Job Description


The Trailing Document Specialist is responsible for the receiving, movement, and tracking of mail packages and hardcopy inventory, including borrowers' loan files and trailing documents. This position can require several hours of standing and lifting of boxes daily as business needs dictate. The trailing document specialist is a frontline production employee whose performance is evaluated by efficiency in assigned tasks as well as accuracy. This position reports up to the Trailing & Receiving Team Lead.

Job Functions and Responsibilities:

  • Receiving servicing files and trailing documents from offsite storage.
  • Inventorying boxes to warehouse rack locations.
  • Pulling files and boxes from warehouse inventory as requested.
  • Prepping and packaging documents for offsite shipping.
  • Working with loan servicers and other third-party entities for release of collateral documents.
  • Maintaining accurate and timely reporting on all inventory movement.
  • Reporting on daily production through work log entries.
  • Performing routine warehouse checklist items.
  • Complete any required warehouse certification courses.
  • Maintain a 100% minimum efficiency in all assigned production tasks on monthly HRD reporting.
  • Standing for hours at a time in warehouse as business needs dictate.
  • Identifying and recording account numbers off files/documents in front of a PC daily.
  • Lifting of banker's boxes with weight up to 35 lbs.
  • Any additional tasks assigned by team lead or supervisor.

Qualifications:

To perform this job successfully, an individual must have the following education and/or experience:

  • High School Diploma or GED.
  • Candidate must be able to lift banker's boxes with weight up to 35 lbs.
  • Excellent verbal and written communication skills.
  • Candidate must have keen attention to detail.
  • Candidate should be knowledgeable in all Microsoft based applications.
  • Ability to work independently or as part of a team.
  • Ability to work in a fast-paced environment with changing priorities.
  • Prior work in a warehouse setting preferred.
  • College level coursework or degree preferred.
  • Prior knowledge of mortgage loan documents preferred.

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