Offer summary

Qualifications:

Minimum of 3 years of experience in the mortgage industry, particularly in data extraction or validation roles., Proficiency in recognizing and categorizing residential mortgage documents, especially for fix & flip loans., Strong data entry and verification skills with high attention to detail and familiarity with mortgage regulations., Effective communication and collaboration skills, with experience in training and mentoring junior staff..

Key responsabilities:

Accurately identify and classify various types of residential mortgage documents, including loan applications and income verification documents.

Validate and enter data from mortgage documents into systems, ensuring compliance with regulatory standards.

Assist in the development of document processing systems by providing feedback on recognition and extraction processes.

Train and mentor junior staff on document recognition and data entry procedures to promote continuous improvement.

Job description

Saaf Finance is seeking a highly skilled and detail-oriented Document & Data Specialist to join our team. The ideal candidate will possess extensive knowledge of residential mortgage documents, particularly those associated with fix & flip loans, and the ability to accurately identify and categorize these documents. This role is crucial for ensuring the accuracy and integrity of loan files & loan data to support underwriting.

Key Responsibilities:

Document Identification: Accurately recognize and classify various types of residential mortgage documents, especially those associated with fix & flip loans, such as:

Loan Applications & Term Sheets (e.g., Uniform Residential Loan Application)
Credit Reports & Credit Authorization
Identification & Background Checks
Income Verification Documents (e.g., W-2s, pay stubs, tax returns)

Validation & Data Entry: Validate and enter data from residential mortgage documents into our systems, ensuring high levels of accuracy and compliance with regulatory standards.
System Support: Assist in the development and enhancement of our document processing systems by providing feedback on document recognition and data extraction processes.
Training & Development: Train and mentor junior staff on document recognition and data entry procedures, fostering a culture of continuous improvement and excellence.

Skills:

Proficiency in recognizing and categorizing residential mortgage documents.
Strong data entry and verification skills with high attention to detail.
Excellent organizational and time management abilities.
Familiarity with mortgage industry regulations and compliance requirements.
Effective communication and collaboration skills.
Experience with RTL mortgage underwriting is a plus.

Requirements

Experience Required:

Minimum of 3 years of experience working in the mortgage industry, specifically in data extraction or data validation roles at one or more of the following types of companies:

OCR or AI data extraction company
Due diligence or Third Party review firm
Quality control firm
Data validation department at a large US bank

Minimum of 3 years of experience in document management, including scanning, indexing, and archiving.
Experience with optical character recognition (OCR) technology and data visualization tools.
Demonstrated ability to analyze data sets, generate insights, and present findings effectively.
Proven track record in performing quality assurance checks on documents and data. Ability to identify and rectify errors, ensuring high standards of accuracy and completeness.

Benefits

Competitive salary
Annual performance-based bonus
Stock option grants
Flexible vacation policy
Remote work and flexible hours
Opportunity to work with a talented team of professionals with strong startup backgrounds

Required profile