Document & Data Specialist

Saaf Finance is seeking a highly skilled and detail-oriented Document & Data Specialist to join our team. The ideal candidate will possess extensive knowledge of residential mortgage documents, particularly those associated with fix & flip loans, and the ability to accurately identify and categorize these documents. This role is crucial for ensuring the accuracy and integrity of loan files & loan data to support underwriting.

Key Responsibilities:

• Document Identification: Accurately recognize and classify various types of residential mortgage documents, especially those associated with fix & flip loans, such as:
• Loan Applications & Term Sheets (e.g., Uniform Residential Loan Application)
• Credit Reports & Credit Authorization
• Identification & Background Checks
• Income Verification Documents (e.g., W-2s, pay stubs, tax returns)
• Validation & Data Entry: Validate and enter data from residential mortgage documents into our systems, ensuring high levels of accuracy and compliance with regulatory standards.
• System Support: Assist in the development and enhancement of our document processing systems by providing feedback on document recognition and data extraction processes.
• Training & Development: Train and mentor junior staff on document recognition and data entry procedures, fostering a culture of continuous improvement and excellence.

Skills:

• Proficiency in recognizing and categorizing residential mortgage documents.
• Strong data entry and verification skills with high attention to detail.
• Excellent organizational and time management abilities.
• Familiarity with mortgage industry regulations and compliance requirements.
• Effective communication and collaboration skills.
• Experience with RTL mortgage underwriting is a plus.

Experience Required:

• Minimum of 3 years of experience working in the mortgage industry, specifically in data extraction or data validation roles at one or more of the following types of companies:
• OCR or AI data extraction company
• Due diligence or Third Party review firm
• Quality control firm
• Data validation department at a large US bank
• Minimum of 3 years of experience in document management, including scanning, indexing, and archiving.
• Experience with optical character recognition (OCR) technology and data visualization tools.
• Demonstrated ability to analyze data sets, generate insights, and present findings effectively.
• Proven track record in performing quality assurance checks on documents and data. Ability to identify and rectify errors, ensuring high standards of accuracy and completeness.

• Competitive salary
• Annual performance-based bonus
• Stock option grants
• Flexible vacation policy
• Remote work and flexible hours
• Opportunity to work with a talented team of professionals with strong startup backgrounds