Document Processing Specialist
Summary
Processes mortgage collateral documents, ships packages to investors, and ensures compliance using tools like Zoho and Microsoft Office 365 in a Fort Lauderdale office.
Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and intuitive, tech-based solutions. We emphasize a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times. Committed to delivering a world-class experience for our broker partners, we streamline the lending process to ensure a smooth journey from application to closing.
Our core values, Thrive Together, Act Like an Owner, and Exceed Expectations, cultivate a collaborative, high-performance culture that drives our pursuit to become the undeniable leader in mortgage lending. Lendz is proud to be Great Place to Work certified and recognized as a Scotsman Guide Top Workplace
Lendz Financial is seeking an exceptionally organized and detail-oriented Document Processing Specialist to join our growing Operations team. No mortgage experience necessary – we'll teach you everything you need to know! Internally, this role is known as the Collateral Specialist and plays a vital part in managing collateral documentation, supporting servicing and funding processes, and ensuring the accuracy and compliance of loan files. It’s an excellent opportunity for a motivated professional to gain hands-on experience in financial operations while contributing to the smooth and efficient flow of post-closing activities. This position is fully onsite at our Fort Lauderdale headquarters on Las Olas Boulevard.
What You’ll Do
- Process daily shipping of collateral to various warehouse banks.
- Generating and saving, to the respective file, an Allonge to the Promissory Note.
- Separating the Promissory Note and any other documents our investors need from the closing package.
- Saving and keeping the necessary original documentation and scanning it into PDF formats.
- Documenting dates of all document’s shipments (incoming and outgoing) in Zoho.
- Create FedEx labels for all collateral shipments and save all labels generated.
- Scan and mail recorded mortgages and TP (Trailing docs) to the corresponding investor.
- Fill out Transmittal Template for Investors for shipping trailing docs.
- Handle all urgent and non-urgent investors trailing doc requests in a timely manner.
- Review collateral packages from title companies and request missing documents.
- Build and maintain positive relationships with investors, title companies, and internal teams
What We’re Looking For
- Minimum of 2 years’ experience in an administrative or operations capacity; mortgage experience a plus.
- High school diploma or GED required; Bachelor’s degree preferred.
- Strong attention to detail, organization, and time management.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office 365 (Excel, Word, Outlook); comfortable learning new technology platforms.
- Ability to manage sensitive and confidential information with discretion.
- Demonstrates sound judgment, urgency, and accountability.
What We Offer
- Highly subsidized medical insurance
- Low-cost dental and vision coverage
- 401(k) program
- Health Savings Account (HSA)
- Generous paid time off
- Continuous training and career development opportunities
- A dynamic, mission-driven work culture where your growth matters
Join Lendz Financial and grow your career in a collaborative, high-performance environment where excellence and teamwork are at the core of everything we do. Apply today to take the next step in your professional journey.