The Collateral Intake Specialist is responsible for receiving, reviewing, tracking, and distributing collateral and trailing documents to ensure timely and accurate support of post-closing operations and warehouse bank requirements. The ideal candidate is highly organized, detail oriented, and comfortable managing multiple priorities while maintaining a high standard of accuracy.

• Review executed notes, security instruments, and other closing documents for completeness, accuracy, and compliance.


• Communicate with closers and closing agents to resolve document deficiencies and obtain required corrections prior to note warehousing.


• Prepare allonges for each note shipped, ensuring all supporting documentation is complete and properly executed.


• Ship notes and collateral documentation to the appropriate warehouse bank in accordance with established timelines and procedures.


• Monitor funded loans and follow up on any closing packages not received within four days of funding.


• Process incoming trailing documents and deliver them to the designated third-party vendor accurately and on time.