Summary

The Document Custody Analyst is responsible for indexing and uploading mortgage files and documents received from clients through various electronic means into Real Time’s imaging system.

Essential Functions

• Request loan files and documents from clients and custodians according to established company and client guidelines; maintain the client and custodian contact schedule.
• Process closed loan files for retention and storage, adhering to loan retention schedules for stored files.
• Assist in managing physical loan files, including handling requests for retrieval and delivery to Real Time employees, and ensure files are kept in a secure environment.
• Assist with various client and investor projects in a timely manner – including but not limited to new loan audits, file finding and image uploading.
• Prepare images and/or physical files for shipment to external parties such as counsel, investors, or clients, as needed.
• Notify the supervisor of changes in volume or any issues that arise.

Qualifications and Skills

• High School Diploma required; Bachelor’s Degree preferred.
• Proficiency in Microsoft Word and Excel with a working knowledge of Adobe/FoxIt.
• Ability to lift 50 lbs. and to stand and bend for most of the workday.
• Strong organizational, verbal and written communication skills.
• Must have valid Texas driver license and a good driving record.
• Detail oriented with the ability to work within deadlines.
• Willingness to gain knowledge on file retention and mortgage banking/servicing industry.
• Ability to meet regular attendance requirements and schedules established for the department.
• Ability to work as a team member, effectively sharing ideas, skills and knowledge.