Mortgage Document Review Specialist

Position Overview:

The Associate Docs to Stips Specialist is responsible for accurately associating borrower-provided documentation to the appropriate underwriting conditions (stips) within the loan origination system. This role requires attention to detail, familiarity with mortgage documentation, and the ability to work efficiently in a fast-paced, paperless environment. The ideal candidate will demonstrate strong organizational skills, effective communication, and a commitment to quality and compliance.

Essential Job Functions:

• Review and analyze borrower-provided documents for completeness and relevance.

• Accurately associate documents to the correct underwriting conditions (stips) in the system.

• Ensure all documentation meets investor and company guidelines.

• Update LOS screen, review risk messages for action, Clear data validators as risk message

reviews are completed, Run decision engine along with fee/pricing engine if applicable with

LOS updates.

• Review credit report for names and other information

• Communicate with internal teams to clarify documentation requirements.

• Maintain productivity and quality standards as defined by management.

• Identify and escalate discrepancies or missing documentation.

• Utilize checklists and system tools to verify documentation accuracy.

• Support underwriters and processors by ensuring timely and accurate document association.

• Maintain up-to-date knowledge of document types and underwriting requirements.

• Adhere to company policies, procedures, and compliance standards.

Requirements:

• 2–5 years of experience in mortgage processing or document review preferred.

• Familiarity with mortgage documentation and underwriting conditions.

• Ability to follow complex task process and complete notation and documentation

• Strong attention to detail and organizational skills.

• Excellent written and verbal communication skills.

• Ability to work independently and meet deadlines in a high-volume environment.

• Proficiency in Microsoft Office and loan origination systems.

• Commitment to maintaining confidentiality and data integrity.

• Availability to work U.S. business hours.