GENERAL SUMMARY

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The Document Custodian Specialist is responsible for the receipt, review, safeguarding, tracking, and maintenance of mortgage loan documents throughout the loan lifecycle. This role ensures that all original loan documentation is accurately received, validated, organized, and stored in compliance with company policies, investor requirements, and regulatory standards. The Document Custodian Specialist works closely with vendors and suppliers regarding workflow processes and related issues,. May also assist with related special projects and provide general Secondary Market support.

ESSENTIAL DUTIES & RESPONSIBILITIES

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The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by incumbents of this job. Employees may be requested to perform job-related tasks other than those specifically presented in this description.

MINIMUM QUALIFICATIONS

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Education and Experience

High school diploma or GED, post-secondary in business or information technology preferred but not required. One year of full-time or equivalent part-time general document administration required, three years preferred. Direct document management and electronic signature software experience in addition to mortgage or title industry experience and familiarity with mortgage loan documents preferred.

Conditions of Employment

N/A

 

 

KNOWLEDGE, SKILLS, and ABILITIES

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CORE EXPECTATIONS

WORK ENVIRONMENT

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The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform

the essential functions.

Work is performed in a standard office or indoor environment. Essential functions are regularly performed without exposure to adverse environmental conditions; however, employees may be exposed to minor inconveniences such as occasional noise, exposure to computer screens, crowded working conditions, and/or minor heating, cooling, or ventilation problems.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Sedentary Work: Performing the essential functions typically requires exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently. The work involves sitting most of the time.

The work typically involves talking, hearing, and seeing; keyboarding, typing, and use of a computer monitor; moving and organizing papers and other light office materials; filing, scanning, and retrieving documents; and similar sedentary office work.

The work occasionally involves the movement of documents within boxes, walking, driving, stooping, kneeling, crouching, reaching, climbing, balancing, pushing, pulling, lifting. In addition, lifting 10-15 pounds occasionally.

Housing New Mexico is an Equal Opportunity Employer.