Records Department Associate

Records Department Associate at Barrett FinancialMortgage Operations | Chandler, AZJob DescriptionAbout Barrett Financial GroupAt Barrett Financial Group, we like to keep things real. Real people, real collaboration, and really great loans. Our Chandler office is where teamwork meets a bit of fun. We take pride in delivering top-notch mortgage experiences while keeping our culture upbeat, supportive, and full of energy.What You'll DoThe 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.Your day might include:Receiving, logging, and storing incoming loan document packages in an organized and secure mannerIdentifying and separating Original Notes for prompt mailing to the Warehouse DepartmentNotifying Insurance Agencies of Mortgagee Transfers for loans sold to investorsReviewing and organizing critical original documents to ensure proper scanning and uploading into ARIVECommunicating with Title Companies to confirm receipt of all required documentationDistributing key documents to investors and other relevant parties as neededMaintaining accurate records of document handling to ensure compliance with company policies and investor requirementsWhy You'll Love Working HereA fun and collaborative office where people enjoy working togetherLeadership that values your ideas, your time, and your career growthAn upbeat culture where hard work and laughter go hand in handOpportunities to learn, grow, and make an impact as we continue to expandIf you are ready to bring your energy, expertise, and personality to Barrett Financial Group, we would love to meet you.ExperienceWhat You BringStrong attention to detail and organizational skillsAbility to manage multiple tasks in a fast-paced environmentEffective written and verbal communication skillsFamiliarity with mortgage documents, title packages, or investor processes preferredExperience with document management systems such as ARIVE is a plusThe ability to work independently while being a supportive team playerJ-18808-Ljbffr