Fulfillment Specialist II

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.

We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.

Primary Function

The Fulfillment Specialist II is responsible for assisting the Mortgage Operations team members in obtaining, reviewing, and verifying client documentation to facilitate the qualifying, processing, and closing of loans. This position is considered a non-loan originator position. This means participants may not engage in activies of a loan originator including: communicating directly with borrowers about credit qualification or loan terms, including pricing concessions, or other transaction-specific terms or conditions.

Principal Duties

• Interface with vendor or 3rd party systems and companies.
• Obtain documentation to meet investor guidelines.
• Review and satisfy document requirements.
• Validate that documentation meets Federal and State guidelines.
• Complete data entry and supporting services for loan processing.
• Communicates with business partners regarding discrepancies and missing documentation.
• Generate, review, and release initial and subsequent disclosures.
• Maintain standard company turnaround times.
• Performs related duties as assigned by management.

Education and Experience

• High school diploma or equivalent, required.
• 2+ years of mortgage industry or industry equivalent related experience.
• Basic knowledge of loan documentation and processes.

Knowledge, Skills, and Abilities

• Strong verbal communication skills; strong writing and composition abilities.
• Strong interpersonal skills with the ability to develop and maintain effective relationships across the organization.
• High learning agility with the ability to learn and integrate business variables and learn new systems and platforms.
• Strong client orientation.
• Strong analytical skills & problem-solving abilities; solid decision-making abilities coupled with sound judgment.
• Effective at managing multiple priorities under tight deadlines in a fast-paced, dynamic environment.
• Self-directed and comfortable working with ambiguity and uncertainty.
• High degree of professional maturity, integrity, ability to maintain confidential data and information.
• High degree of business acumen; strong technical aptitude.
• Strong Microsoft Office skills to include MS Word & Excel.

Additional Information:

While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Company Benefits :

Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!

• Medical, dental, and vision insurance
• Health Savings Account with employer contribution
• 401(k) Retirement plan with employer match
• Paid Maternity Leave/Parental Bonding Leave
• Pet insurance
• Adoption Assistance
• Tuition reimbursement
• Employee Loan Program
• The Newrez Employee Emergency and Disaster Fund is a new program to support our team members

Newrez NOW:

• Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
• 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
• Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
• Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions

Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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