Documentation and Mail Specialist - part-time jobs in United States
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Lower · 21 hours ago

Documentation and Mail Specialist - part-time

Lower is a mission-driven fintech company that simplifies the home-buying process through innovative technology and a seamless customer experience. The Documentation and Mail Specialist is responsible for verifying loan applications, managing loan data, and ensuring compliance with operational standards while working independently and efficiently.

FinanceFinancial ServicesFinTechLending

Responsibilities

Verify the accuracy of loan applications and supporting documentation
Accurately enter and manage loan data
Work independently through a pipeline of files due for initial disclosure same-day
Understand different program/product/branch nuances in fees and disclosure requirements
Participate in ongoing training related to disclosure processes and procedures
Review critical documents prior to issuing disclosures
Collaborate with loan originators to meet disclosure timelines and resolve issues
Print, stuff envelopes, and mail disclosure packages that do not have required e-consent by a set time of day
Stay informed of state and federal documentation requirements
Train sales staff on the electronic loan application process and day-3 procedures

Qualification

Attention to detailEncompass softwareEffective communicationTime managementTeam collaboration

Required

Communicates effectively via written or verbal methods (both remote and in-office)
Ability to manage multiple priorities and meet deadlines
Team-oriented with a collaborative mindset
Positive attitude and adaptability to change
Exceptional attention to detail
Professional under pressure and open to feedback
Associate's degree or equivalent experience

Preferred

Experience with Encompass software

Company

Lower provides home refinancing, customer service, consumer lending, home purchase, and financial services.

Funding

Current Stage
Late Stage
Total Funding
$100M
Key Investors
Accel
2021-06-23Series A· $100M

Leadership Team

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Dan Snyder
Chief Executive Officer
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R
Robert Tyson
Co-Founder
Company data provided by crunchbase