Job Details

Doc Drawer

Doc Drawer  Jacksonville, FL  Posted: 8/24/2020
Job Description

Job ID#:


Job Category:

Doc Drawer

Position Type:




Positions Available:



Responsible for preparation of the closing documents (This position is dedicated to escrow states).
Must comply with all BSA/AML requirements as well as any mandatory changes. The following job functions are not all-inclusive.  The associate will be required to perform other job-related tasks/responsibilities requested by the manager.  Job duties may change as required by needs of company.  Must complete all required industry and compliance training as required by Plaza Home Mortgage.
  1. Manage pipeline for loans that are cleared-to-close and ready for closing documents to be prepared.
  2. Closely examine all information pertaining to fees, rates, property information, vesting, etc. in loan file to ensure accuracy prior to drawing documents.
  3. Verify Fee Sheets and Doc Order requests.
  4. Look over all third party invoices.
  5. Review FraudGuard for any MERS updated information and third-party alerts. If new, third-parties entered into the LOS, re-run FraudGuard.
  6. Ensure that all Prior to Doc conditions have been reviewed and signed off by the Underwriter.
  7. Check title report for correct endorsements and approved items, and to verify that Borrower and property are correct.
  8. Complete all required worksheets and checklists including Hazard Worksheet, Tax Worksheet and closing checklist.
  9. Conduct compliance review of GFE and TILA and Compliance Ease, and validate that the loan passes all federal and state rules.
  10. Coordinate and schedule loan closing.
  11. Verify pricing is in compliance with Plaza’s closing manual.
  12. Prepare all closing documents and funding figures, and send to Settlement Agent.
  13. Notify the appropriate parties when documents are ready.
  14. Validate estimated HUD-1 for all compliance requirements. If necessary, rerun compliance test.
  15. Run a ‘tape’ to verify that the wire is correct and that the loan balances. Double check all fees for accuracy.
  16. Perform related duties as directed by Regional Operations Manager or direct supervisor.
  17. Help Regional Operations Manager and Underwriting as required.
  18. Ensure all loans close in adherence to Plaza’s Policy & Procedures, and are in compliance with all State and Federal regulations.
  19. Examine other Closer’s loan documents as needed.
  20. Other duties as assigned.

Job Requirements:

  • High school diploma or equivalent required; College degree preferred
  • Knowledge of mortgage banking industry and preparation of closing documents
  • Understanding of state regulations as it pertains to closing loans
  • Demonstrated skill in monitoring and overseeing loan production pipeline
  • Knowledge of paperless work environments
  • Experience with Loan Origination Systems (LOS) such as Calyx Point and Ellie Mae
  • Skilled in Document Preparation Software such as DocuTech or DocMagic
  • Proficiency with computer systems including MS Office (Word, Excel, and Outlook), Internet Browsers, and email functions required
  • Excellent written, verbal and interpersonal communication skills
  • Strong attention to detail and ability to efficiently and consistently produce accurate work
  • Solid organizational and problem solving skills
  • Capability of multi-tasking in fast-paced environment with heavy volume of transactions
  • Proven aptitude to work I both a team and individual environment
  • Sound judgement skills essential to make quick decisions within written policy and standard operating procedures
  • Achievement Orientation
  • Quality Work
  • Attention to Detail
  • Persistence
  • Work Ethics and Values
This position receives direction from Regional, Operations, and Closing Managers, and/ or Closing Team Lead.
SUPERVISORY RESPONSIBILITIES:                                                            
This position has no supervisory responsibilities.

Internally: Account Executives, Client Service Representatives, Underwriters, Funders and Managers. 
Externally:  Approved Brokers and Correspondents, and Closing Agents.
This position requires constant talking, hearing, and use of hands and fingers along with frequent standing and walking as well as occasional stooping, kneeling, twisting, turning, bending at waist, crouching and reaching with hands and arms. Incumbent must be able to sporadically lift and carry up to 25 pounds. Good vision at both close range and at distance is required.
This position works primarily indoors in an office setting with occasional exposure to outdoor weather conditions. A moderate noise level is typical for the work environment of this job. Some rare travel by car or plane may be required.
Plaza offers a great work environment. Plaza is an EEOC Employer and follows all federal, state and local laws relating to fair employment.
Plaza Home Mortgage, Inc. is committed to preventing, stopping and remedying all forms of discrimination that occurs in its workplace.  Managers are accountable for keeping Plaza’s work place free from discrimination and ensuring that Plaza provides equal employment opportunity for all in the workforce and for those seeking to become members of Plaza’s workforce.
Plaza’s employees are protected by laws designed to protect employees from discrimination on the bases of race, religion, color, sex, pregnancy, gender identity, sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or any other non-merit based factor.  These protections extend to all management: practices, and decisions, including recruitment and hiring practices, appraisal systems, promotions, and training and career development programs. Plaza’s employees are also protected against retaliation if they engage in a protected activity, whistle blowing, or the exercise of any appeal or grievance right provided by law.


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