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Document Management Specialist

2 months ago

Charlotte, North Carolina, United States Cardinal Financial Company Full time
About the Role

We are seeking a highly detail-oriented and organized Document Management Specialist to join our team at Cardinal Financial. As a key member of our operations team, you will be responsible for the preparation and shipment of collateral files and final documents, ensuring accuracy and timeliness in a fast-paced environment.

Key Responsibilities
  • Log and process incoming collateral and non-collateral packages and/or final documents
  • Stack, scan, and image original closing packages or final documents
  • Upload and parse scanned images into our system of record
  • Audit collateral files and final documents for accuracy and completeness
  • Ship collateral files and final documents to the warehouse bank or investor, adhering to guidelines
  • Update our system of record with critical information, including shipping dates and tracking numbers
  • Monitor and complete action requests from the Final Documents Team
  • Participate in comprehensive training to become an expert on the Collateral and/or Final Documents portion of the mortgage process
Requirements
  • High school diploma or equivalent required
  • Prior experience in collateral and/or final documents preparation and shipping required
  • Prior post-closing experience required
  • Ability to learn and comprehend proprietary software Octane
  • Proactive self-starter with excellent communication and interpersonal skills
  • Ability to multitask, prioritize, and manage a large volume of tasks while providing exceptional customer service
  • Meet deadlines and quality standards
What We Offer
  • Competitive compensation package
  • Opportunity for career growth and professional development
  • Empowered culture where your ideas are valued and your voice matters
  • Full benefits package, including medical, dental, vision, life, and disability insurance
  • Generous paid time off package and 401(k) with 50% match
About Us

Cardinal Financial is a nationwide direct mortgage lender that focuses on creating solutions for our borrowers, partners, and employees. We are a growing company that values our people, innovates, and expands on our proprietary technology.