US Mortgage Loan Indexing Specialist

Location: Mumbai, India (Work From Office)Department: Mortgage Operations / Loan ProcessingReports To: Mortgage Operations Manager / Team LeadJob SummaryWe are seeking a detail-oriented and organized Mortgage Loan Indexing Specialist to join our Mumbai office. In this role, you will be responsible for accurately indexing, organizing, and managing mortgage loan documents in our digital document management systems. You will ensure that all loan files are properly categorized, scanned, uploaded, and retrievable to support seamless loan processing, underwriting, closing, post-closing, and audit requirements.This is a high-volume, accuracy-driven position ideal for candidates with strong attention to detail and experience in document management within the banking or financial services sector.Key ResponsibilitiesReview, classify, and index incoming mortgage loan documents (e.g., applications, income proofs, title documents, closing packages, trailing documents, appraisals, verifications, etc.) according to established guidelines and metadata standards.Scan, digitize, and upload physical or electronic documents into the Loan Origination System (LOS), Document Management System (DMS), or other repositories (e.g., Encompass, or similar platforms).Ensure documents are accurately tagged with relevant metadata such as borrower name, loan number, document type, date, and property details for quick search and retrieval.Identify and flag missing, incomplete, or non-compliant documents; follow up with internal teams, loan officers, title companies, or borrowers as needed.Perform quality checks on indexed files to maintain high accuracy and compliance with regulatory standards (e.g., RBI guidelines, data privacy norms, and internal policies).Support post-closing activities by indexing signed closing documents and trailing documentation.Maintain organized records and generate reports on indexing volume, pending items, and audit-related requests.Collaborate with loan processors, underwriters, and compliance teams to resolve document-related issues and ensure timely loan file completion.Adhere to strict confidentiality, data security, and quality control protocols while handling sensitive financial information.Required Qualifications and SkillsEducation: Bachelor's degree in Commerce, Finance, Business Administration, or a related field (or equivalent experience).Experience: 1–3+ years of relevant experience in document indexing, mortgage loan processing, back-office operations, or data entry in the BFSI (Banking, Financial Services, and Insurance) sector. Freshers with strong aptitude and relevant internships may be considered.Technical Skills:Proficiency in MS Office (especially Excel and Word).Experience with document management systems, scanning tools, or mortgage software (e.g., LOS platforms) is a plus.Basic knowledge of mortgage loan documents and processes.Key Competencies:Excellent attention to detail and accuracy.Strong organizational and time-management skills to handle high-volume workloads and meet deadlines.Good written and verbal communication skills in English (and Hindi if required for internal coordination).Ability to work independently as well as in a team environment.Understanding of data privacy regulations and confidentiality best practices.Preferred QualificationsPrior exposure to mortgage or home loan documentation in a BPO, KPO, or banking back-office setup.Familiarity with mortgage industry terminology, compliance requirements, and common document types.Experience working in a fast-paced, process-driven environment with SLAs (Service Level Agreements).Please email both your resume and an introductory audio file (a short audio description of your work experience in the US Mortgage industry - .mp3 or .wav file) to . PLEASE NOTE – THIS POSITION REQUIRES WORKING IN OUR OFFICE LOCATED IN MIRA ROAD, MUMBAI. Our hiring team will carefully review your submission, and ideal candidates will be contacted directly to schedule a Zoom interview. We look forward to learning more about you.

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