Loss Mitigation Intake Document Specialist

Freedom Mortgage

. Review all incoming documents received from borrowers .

Posted 10/27/2026full-timeRemote • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in document management and processing, with a strong focus on mortgage and financial documentation. Capable of effectively communicating with various teams and maintaining accuracy in documentation and reporting.

Highest-signal resume keywords

Document ManagementMortgage Documentation FamiliarityProficient in ExcelProficient in Adobe AcrobatProcessing Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Document ReviewFile CategorizationData EntryBasic Arithmetic OperationsQuality Check of ImagesCross-Referencing InformationDocument DispositionEmail ManagementSystem NotationDigital Document Upload

Soft Skills

Interpersonal SkillsProfessional CommunicationProblem-SolvingAttention to DetailTact

Tools & Technologies

TempoElectronic Document Management System (EDMS)LoanServAccount Connect

Industry Keywords

Financial DocumentsLegal DocumentsBorrower DocumentationUnderwritingForeclosure

About the role

Key responsibilities & impact

Review all incoming documents received from borrowers
Notate the system of record with documents received and still needed
Upload borrower documentation into Tempo and the electronic document repository (EDMS)
Issue letters advising borrowers which items are still needed for underwriting
Communicate with Underwriting, Mediations, Litigation, Foreclosure, and SPOC teams about file statuses
Review files with pending foreclosure sale dates for underwriting readiness
Review daily reports for accuracy and completion
Respond professionally and accurately to daily emails and Comtags
Track, sort, and open incoming emails and faxes from borrowers, authorized third parties, and law firms
Digitally combine packages and check images for quality and accuracy
Identify correct borrower loan numbers and cross-reference borrower information in LoanServ and Account Connect
Categorize and index document images in the EDMS database
Create CIT flags in LoanServ to notify the responsible business unit of document uploads
Assist with document disposition processes
Perform other related duties as assigned

Requirements

What you’ll need

1-2 years experience as LM Document Specialist I is required, or one year related experience and/or training
Some College/Associates Degree or equivalent from two-year college or technical school preferred
Equivalent combination of education and experience
Proficient in Excel and Adobe Acrobat
Knowledge of various file formats
Familiarity with mortgage documents strongly preferred
Familiarity with financial documents
Experience with processing
Ability to read business journals, financial reports, and legal documents
Ability to present information and respond to questions from administrators, managers, employees, customers, and/or the general public
Ability to perform basic arithmetic operations
Ability to apply common sense understanding and carry out written, oral, or diagrammed instructions
Ability to handle problems involving several concrete variables in standardized situations
Regular and substantial contact with others regarding file status and documentation
Ability to handle sensitive and/or confidential information
Basic interpersonal skills and tact
Maintain regular and punctual attendance
Ability to sit frequently and occasionally stand, walk, use hands, reach, and lift/move up to 25 pounds