(480) 459-4500

Records Department Associate at Barrett Financial

Mortgage Operations | Chandler, AZ

Job Description

The Records Department plays a critical role in ensuring the accurate handling, storage, and distribution of essential loan documents throughout the mortgage process. As a member of this team, you will be responsible for maintaining the integrity of original records, facilitating communication with investors, title companies, and insurance agencies, and ensuring all documentation is properly organized and uploaded into company systems. This position is essential to support loan fulfillment, compliance, and investor delivery standards.

Skills

  • Strong attention to detail and organizational skills.
  • Ability to manage multiple tasks in a fast-paced environment.
  • Effective written and verbal communication skills.
  • Familiarity with mortgage documents, title packages, or investor processes preferred.
  • Experience with document management systems such as ARIVE is a plus.

Responsibilities

  • Receive, log, and store incoming packages containing loan documents in an organized and secure manner.
  • Identify and separate Original Notes for prompt mailing to the Warehouse Department.
  • Notify Insurance Agencies of Mortgagee Transfers for loans sold to investors.
  • Review and organize critical original documents to ensure they are properly scanned and uploaded into ARIVE.
  • Communicate with Title Companies to confirm receipt of all required documentation.
  • Distribute key documents to Investors and other relevant parties as needed.
  • Maintain accurate records of document handling to ensure compliance with company policies and investor requirements.
This is a Full Time position
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