Summary
• Looking for an organized associate with a positive attitude, with Microsoft excel/word/outlook experience.
Primary Function
• Receives document packages from multiple locations, uploads received documents into LoanSphere system,
Completes LoanSphere system workflow steps, separates documents by firm, ships to firm and provides tracking
info.
Workflow
• Team receives doc packages from all 3 sites
• Upon receipt – complete LoanSphere step “Executed Document Received” and uploads document to
LoanSphere
• Team separates documents by firm name into boxes
• When shipped, completes “Executed Document sent to Attorney” step in Loansphere
• Populates DDF with tracking number detail
• Reconciliation - Monitors step pending in their queue to ensure documents are received
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