Mortgage Document Review Specialist

Position Overview: The Associate Docs to Stips Specialist is responsible for accurately associating borrower-provided documentation to the appropriate underwriting conditions (stips) within the loan origination system. This role requires attention to detail, familiarity with mortgage documentation, and the ability to work efficiently in a fast-paced, paperless environment. The ideal candidate will demonstrate strong organizational skills, effective communication, and a commitment to quality and compliance. Essential Job Functions: • Review and analyze borrower-provided documents for completeness and relevance. • Accurately associate documents to the correct underwriting conditions (stips) in the system. • Ensure all documentation meets investor and company guidelines. • Update LOS screen, review risk messages for action, Clear data validators as risk message reviews are completed, Run decision engine along with fee/pricing engine if applicable with LOS updates. • Review credit report for names and other information • Communicate with internal teams to clarify documentation requirements. • Maintain productivity and quality standards as defined by management. • Identify and escalate discrepancies or missing documentation. • Utilize checklists and system tools to verify documentation accuracy. • Support underwriters and processors by ensuring timely and accurate document association. • Maintain up-to-date knowledge of document types and underwriting requirements. • Adhere to company policies, procedures, and compliance standards. Requirements: • 2–5 years of experience in mortgage processing or document review preferred. • Familiarity with mortgage documentation and underwriting conditions. • Ability to follow complex task process and complete notation and documentation • Strong attention to detail and organizational skills. • Excellent written and verbal communication skills. • Ability to work independently and meet deadlines in a high-volume environment. • Proficiency in Microsoft Office and loan origination systems. • Commitment to maintaining confidentiality and data integrity. • Availability to work U.S. business hours.

Created: 2025-08-05