Document Specialist - Subpeonas - Hybrid - Wyomissing, PA

Remote, USA • Full-time • Posted 2026-05-04

About the position

Review customer account instructions to ensure proper documentation is attached.
Verify the accuracy of transaction details for account transactions, fees, rates, spreads, and instructions.
Ensure all agreed checks in pre-processing/processing are strictly conducted.
Respond completely and comprehensively to emails and customer requests immediately.
Participate in team meetings and ensure implementation of agreed action points.
Research the unit's Suspense Account entries to determine unapplied loan payments.
Process loan confirmations for loan transactions and remit confirmation to the customer as required.
Support implementation of key projects.
Update control sheet and reconcile daily instructions.
Timely escalate any exceptions noticed related to work and environment to Management.
Ensure timely archival of records with the service provider and maintain inventory of archived documents.
Ensure new loan instructions have properly executed documentation, signatures, and approvals.
Ensure account maintenance instructions have properly executed documentation, signatures, and approvals.

Bachelor's Degree or equivalent work experience in Finance, Business, or an equivalent field.
0-3 years of experience in the same or similar role.
Knowledge of regulatory guidelines (residential mortgage; consumer; commercial).
Ability to initiate, develop, and implement projects and procedures.
Basic knowledge of lending procedures and regulations.
Ability to handle multiple tasks while maintaining strong attention to detail.
Strong interpersonal skills (written and oral).
Demonstrated ability to understand and interpret compliance regulations.
Ability to deal with customers effectively.
Ability to meet deadlines.
Strong organizational and analytical skills.
Ability to develop and implement goals and objectives.

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