Remote Mortgage Document Processing Clerk Job Description

Welcome to a Role Where Precision Meets Purpose

Do you have an eye for detail, a passion for organization, and a desire to support individuals and families on one of the most meaningful journeys of their lives—homeownership? If so, you might be the perfect fit for our remote Mortgage Document Processing Clerk role.

We believe every employee deserves to be seen, heard, and valued. In this position, you won't just be reviewing documents—you’ll be a vital part of a compassionate, efficient, and inclusive team that believes in doing the right thing for every person we serve.

About the Remote Mortgage Document Processing Role

As a Remote Mortgage Document Processing Clerk, you’ll ensure the seamless flow of mortgage documentation, maintaining accuracy, confidentiality, and compliance at every step. You’ll collaborate across departments, support underwriting efforts, and play an essential part in helping our clients achieve the dream of homeownership.

This is more than a remote clerical role—it’s a chance to contribute to something bigger from the comfort of your home. You’ll be supported by a diverse team that champions equity, values your voice, and encourages growth.

Key Responsibilities for the Mortgage Document Processing Clerk

Document Review and Processing

• Review, categorize, and validate incoming loan documents for completeness and compliance with lending guidelines.
• Ensure every file meets internal and regulatory standards.

Document Management and Tracking

• Maintain digital records using secure document management systems.
• Track missing documents and communicate proactively with internal stakeholders.

Cross-Department Collaboration

• Act as a supportive liaison between departments.
• Ensure that underwriters and processors receive the correct documentation on time.

Regulatory Compliance and Confidentiality

• Uphold data privacy and mortgage regulations.
• Handle sensitive client information with professionalism.

Discrepancy Resolution

• Address missing or inconsistent documentation efficiently and empathetically.
• Collaborate with internal teams to resolve issues.

Inclusive and Supportive Company Culture

We’re proud of our inclusive workplace where everyone, regardless of gender identity, background, ability, or experience, is empowered to bring their whole selves to work.

Diversity and Belonging

Our team includes veterans, career changers, working parents, and individuals reentering the workforce. One colleague shared how, after a decade away from traditional employment to care for family, they found not just a job here, but a second home.

Team Environment

Respect is not a buzzword for us. It’s woven into how we lead, communicate, and support one another.

Candidate Qualifications and Skills

Preferred Experience

• Experience in mortgage processing, loan documentation, or a similar clerical role.
• Familiarity with electronic document management systems.

Essential Skills

• Exceptional focus and superb planning capabilities.
• Skilled at managing priorities and staying organized in a digital setting.
• Excellent written and verbal communication.
• Comfortable working autonomously while staying connected with a remote team.

Technology and Tools for Success

Core Platforms and Systems

• Mortgage processing software (e.g., Encompass, Calyx Point).
• Secure cloud-based document management platforms.

Communication and Office Tools

• Slack, Zoom, Microsoft Teams.
• Microsoft Office, Google Workspace.

Project Coordination

• Digital productivity tools that support workflow alignment, such as ClickUp or similar platforms.

Remote Work Benefits and Support

We take remote work seriously—and we do it with heart. You’ll be trusted to manage your schedule, meet deadlines, and stay connected.

Remote Work Perks

• Home office stipend.
• Regular wellness check-ins.
• Monthly virtual town halls.
• Access to mental health and wellness support.

Culture of Flexibility

We prioritize balance and flexibility to support your well-being and professional growth.

Career Growth and Advancement Opportunities

Internal Mobility

• Opportunities to transition into underwriting, compliance, and operations leadership.

Learning and Development

• Structured career development plans.
• Certification and education support.
• Leadership mentoring programs.

Our Commitment to Diversity and Equal Opportunity

We are committed to fostering a fair and respectful hiring environment that reflects our values and the communities we serve.

Accessible Hiring Practices

Our recruitment process is designed to be welcoming, fair, and inclusive. We embrace people from all walks of life and celebrate various experiences, strengths, and identities.

Apply for the Remote Mortgage Document Processing Clerk Role

If you're looking for a role where your attention to detail makes a lasting difference—and where you’ll be part of a collaborative, compassionate, and diverse team—we’d love to hear from you.

Apply today to become a key company member who values belonging, respect, and purpose-driven work. Join us in creating smoother paths to homeownership, one document at a time.

Let’s build the future—together.