Remote Loan Documentation Specialist

Position Overview

We seek a detail-driven Remote Loan Documentation Specialist to join our expanding financial operations team. If you have a firm grasp of mortgage processing, loan compliance, and digital document handling—and thrive in a fast-paced, paperless environment—this role is tailored for you.

As a key player in our remote loan operations, you will ensure that all documentation is accurate, complete, and compliant from origination through funding. This is more than just a back-office role—it’s an opportunity to shape the integrity and efficiency of our lending workflow, all from the comfort of your home.

Job Details

Job Title

Remote Loan Documentation Specialist

Location

Remote

Compensation

Annual Salary: $59,797

Schedule

Full-Time | Flexible Hours | Work From Anywhere

Key Responsibilities and Duties

Document Review and Validation

• Review and verify borrower documentation for accuracy and completeness
• Cross-check income, asset, and employment documents with internal loan criteria

Loan File Management

• Assemble loan packages and maintain real-time updates in digital loan systems.
• Organize and track documentation status across multiple applications

Compliance and Regulation Adherence

• Ensure files comply with federal, state, and internal regulatory requirements.
• Flag missing items and follow up with loan officers and borrowers

Communication and Coordination

• Coordinate via email and CRM tools with loan processors, underwriters, and clients
• Maintain clear and professional communication logs for audit-readiness

Workflow and Process Optimization

• Identify opportunities to streamline documentation collection
• Support team members in enhancing document-handling protocols

Performance Metrics and Success Criteria

How Success Is Measured

• Accuracy of loan documentation files
• Timely submission and follow-ups
• Contribution to team efficiency and borrower satisfaction

Tools and Software Used

Core Technologies and Platforms

• Encompass LOS or similar lending platforms
• DocuSign and eSignature platforms

Communication and Productivity Tools

• Google Workspace and/or Microsoft Office
• Slack and CRM software

Security and Compliance Software

• Secure file-sharing and encryption tools

Required Qualifications and Competencies

Minimum Experience and Skills

• 2+ years in mortgage processing, loan documentation, or lending support
• Strong understanding of FHA, VA, and conventional loan regulations
• High accuracy and attention to detail in document tracking
• Ability to manage multiple files in a remote setting
• Excellent organizational and communication skills
• Familiarity with digital tools in a work-from-home environment

Preferred Experience and Knowledge

Desirable Technical Skills

• Experience with Encompass, BytePro, or Blend
• Knowledge of automated underwriting systems like DU or LP
• Use of workflow management tools such as Trello or Asana

Prior Remote Experience

• Background in remote or virtual mortgage operations

Remote Work Environment and Culture

Work Setup and Team Dynamics

This is a fully remote position offering flexibility while meeting performance goals. Collaboration happens across a distributed team of skilled professionals who value autonomy, precision, and consistent communication.

We maintain a culture rooted in integrity and mutual support. Your work directly supports individuals on their path to homeownership.

Professional Development and Career Growth

Advancement Opportunities

Join a remote-first team with defined career paths. Potential roles include:

• Senior Loan Processor
• Compliance Lead
• Underwriting or Borrower Support Specialist

Your performance will be recognized. Your voice will be valued. Your growth will be supported.

Benefits and Compensation Package

What You Receive

• Stable, full-time employment with predictable income
• Health, dental, and vision insurance
• 401(k) with employer match
• Paid time off and recognized holidays
• Home office stipend and digital tool access
• Ongoing professional development and promotion opportunities

Application Process and Next Steps

How to Apply

You’re not just organizing files—you’re helping people secure homes.

We want to hear from you if you’re ready to bring your loan documentation expertise into a modern, remote-first team where precision matters and people come first.

Apply today to build something meaningful—one file at a time.