Operations Associate (Document Custody Release Team)
Core
Review, verify, and release physical and electronic mortgage and non-mortgage documents for institutional clients.
Role type
Entry-level operations associate (document custody)
Builds
Secure document retrieval and shipment for institutional clients
Domain
Financial services / Mortgage operations
Deliverable
client delivery
Required skills
Document verification, data matching, process adherence, exception handling, internal coordination, regulatory compliance
Preferred skills
Basic Excel, customer service experience, office administration, time management, attention to detail
Responsibilities
Review and verify document authenticity and signatures, match documents to internal tracking systems, coordinate with vault and mail teams for release, update records and log discrepancies, adhere to risk and control standards
Seniority
Entry-level, structured training
