Document Control Specialist/Hybrid

Job Details: Job Location: Processing

• Chadds Ford, PA, Position Type: Full Time, Education Level: 2 Year Degree, Salary Range: $21.39 - $28.93Hourly, Summary Ensures quality assurance of the closed and purchased loan files and document management system in accordance with the terms and conditions of the Mortgage Policy/Procedure and Compliance Manuals.

Key Responsibilities

Conducts comprehensive quality assurance review of executed closing packages and purchased loan packages, reviewing for compliance and completeness. Maintains document management files to support efficient organization, ensuring documents are properly scanned, indexed, stacked, and retained. Follows up and clears post-closing deficiencies in a timely manner.

Coordinates with a third party quality control provider in accordance with State Financial Network’s Quality Control Policy for review of random and targeted selections. Reviews, responds and takes corrective action when appropriate. Manages post-closing and quality control audits, including tracking findings, corrective actions, and monthly reporting.

Prepares and reviews credit packages for inclusion in loan participations, ensuring required documentation is complete and appropriately organized.. Scans, indexes, and maintains fully executed closing packages, recorded documents and loan policies within the document management system and network drive. Monitors, tracks, and organizes recorded mortgages, loan policies and assignments to ensure mortgage liens are properly perfected and required documentation is received and retained.

Monitors paid-in-full loans through the satisfaction process; track and log recorded satisfactions, cancel original promissory notes as appropriate and provide borrowers with required documentation. Transfers paid-in-full loan files from the active directory and prepare files for retention and future purge in accordance with applicable record-retention requirements.

Is responsible for adhering to operational controls, including compliance with all required regulations and policies such as the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) to ensure the safety and soundness of the State Financial Network.

Qualifications

Education/Experience Associate’s degree plus 2+ years of related financial services experience to include 1 year of closing experience or, equivalent experience. Bachelor’s degree is preferred. Other Qualifications Strong demonstrated abilities required: Customer/Member Service Interpersonal/Team Player Motivated/Works Independently Analytical/Problem Solving Organizational Skills Project Management Skills Detail Oriented Verbal/Written Skills Microsoft Office Prioritize/Multi-task Also required: Must maintain confidentiality.

Experience with mortgage loan origination software Physical Requirements 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. Ability to sit for extended periods; occasional standing Frequent use of hands/fingers for typing and operating standard office equipment Ability to hear and speak clearly Visual acuity to read computer screens and written documents Minimal physical exertion; occasional walking What we offer to our team members: A competitive salary Team Based Incentives and Performance Bonus Opportunities Referral Incentive Opportunities Generous Paid Time Off Medical, Dental and Vision plans Health Savings Account with employer contribution Flexible Spending Accounts 401K with employer contribution and match Employer paid life insurance/AD&D Supplemental insurance plan options Employer paid Short and Long term disability programs Paid Family Leave Tuition Reimbursement Training and Development Programs Paid Holidays Paid Volunteer Time Off Employee Assistance Programs Pet Insurance Equal Employment Opportunity FMFCU/SFN is an equal opportunity employer and prohibits discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), age (40 and over), national origin or ancestry, physical or mental disability, genetic information, veteran status, uniformed service member status or any other status protected by federal, state or local law.

Offered pay rate for this position typically aligns with the minimum to midpoint of the salary range and varies based on factors such as qualifications and experience, budget, and internal alignment.