Fulfillment Specialist II
Newrez, Tempe, AZ, United States
Who We Are
At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact.
Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.
Primary Function The Fulfillment Specialist II is responsible for assisting the Mortgage Operations team members in obtaining, reviewing, and verifying client documentation to facilitate the qualifying, processing, and closing of loans. This position is considered a non-loan originator position. This means participants may not engage in activities of a loan originator including: communicating directly with borrowers about credit qualification or loan terms, including pricing concessions, or other transaction‑specific terms or conditions.
Principal Duties
Interface with vendor or 3rd party systems and companies.
Obtain documentation to meet investor guidelines.
Review and satisfy document requirements.
Validate that documentation meets Federal and State guidelines.
Complete data entry and supporting services for loan processing.
Communicate with business partners regarding discrepancies and missing documentation.
Generate, review, and release initial and subsequent disclosures.
Maintain standard company turnaround times.
Performs related duties as assigned by management.
Education and Experience
High school diploma or equivalent, required.
2+ years of mortgage industry or industry equivalent related experience.
Basic knowledge of loan documentation and processes.
Knowledge, Skills, and Abilities
Strong verbal communication skills; strong writing and composition abilities.
Strong interpersonal skills with the ability to develop and maintain effective relationships across the organization.
High learning agility with the ability to learn and integrate business variables and learn new systems and platforms.
Strong client orientation.
Strong analytical skills & problem‑solving abilities; solid decision‑making abilities coupled with sound judgment.
Effective at managing multiple priorities under tight deadlines in a fast‑paced, dynamic environment.
Self‑directed and comfortable working with ambiguity and uncertainty.
High degree of professional maturity, integrity, ability to maintain confidential data and information.
High degree of business acumen; strong technical aptitude.
Strong Microsoft Office skills to include MS Word & Excel.
Additional Information While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.
Why Newrez We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.
Company Benefits
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
Adoption Assistance
Tuition & Certification reimbursementEmployee Mortgage Loan Program
The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships
Newrez NOW
1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)
Matching Gifts Program - dollar‑for‑dollar up to $1,000
Access to grants, nonprofit resources, and volunteer opportunities
More than $6,000,000 donated since 2020
1 in 5 employees participates in at least one Employee Resource Group (ERG)
Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
#J-18808-Ljbffr
Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.
Primary Function The Fulfillment Specialist II is responsible for assisting the Mortgage Operations team members in obtaining, reviewing, and verifying client documentation to facilitate the qualifying, processing, and closing of loans. This position is considered a non-loan originator position. This means participants may not engage in activities of a loan originator including: communicating directly with borrowers about credit qualification or loan terms, including pricing concessions, or other transaction‑specific terms or conditions.
Principal Duties
Interface with vendor or 3rd party systems and companies.
Obtain documentation to meet investor guidelines.
Review and satisfy document requirements.
Validate that documentation meets Federal and State guidelines.
Complete data entry and supporting services for loan processing.
Communicate with business partners regarding discrepancies and missing documentation.
Generate, review, and release initial and subsequent disclosures.
Maintain standard company turnaround times.
Performs related duties as assigned by management.
Education and Experience
High school diploma or equivalent, required.
2+ years of mortgage industry or industry equivalent related experience.
Basic knowledge of loan documentation and processes.
Knowledge, Skills, and Abilities
Strong verbal communication skills; strong writing and composition abilities.
Strong interpersonal skills with the ability to develop and maintain effective relationships across the organization.
High learning agility with the ability to learn and integrate business variables and learn new systems and platforms.
Strong client orientation.
Strong analytical skills & problem‑solving abilities; solid decision‑making abilities coupled with sound judgment.
Effective at managing multiple priorities under tight deadlines in a fast‑paced, dynamic environment.
Self‑directed and comfortable working with ambiguity and uncertainty.
High degree of professional maturity, integrity, ability to maintain confidential data and information.
High degree of business acumen; strong technical aptitude.
Strong Microsoft Office skills to include MS Word & Excel.
Additional Information While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.
Why Newrez We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.
Company Benefits
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
Adoption Assistance
Tuition & Certification reimbursementEmployee Mortgage Loan Program
The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships
Newrez NOW
1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)
Matching Gifts Program - dollar‑for‑dollar up to $1,000
Access to grants, nonprofit resources, and volunteer opportunities
More than $6,000,000 donated since 2020
1 in 5 employees participates in at least one Employee Resource Group (ERG)
Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
#J-18808-Ljbffr