Mortgage Mailroom Administrator

The Team

Upstart’s Mortgage Mailroom team is dedicated to supporting the efficient handling and review of mortgage documents and loan sales. The team ensures the timely and accurate management of documents and files for investor review, contributing to the smooth operation of loan sales and compliance with investor guidelines. This role is essential to maintaining a lean, scalable workflow in our growing mortgage operations.

As the Mortgage Document Specialist at Upstart, you will be responsible for managing a small, yet vital, mailroom operation and conducting loan reviews for sale. You will ensure timely and accurate document handling, scanning, and routing, and ensure loan files are prepared for investor review, meeting compliance guidelines.

Position Location - This role is available in the following locations: Columbus, OH. The position requires you to work in the office Monday through Friday 9-5:30pm ET.

Travel Requirements - This role requires you to work primarily from the Columbus office. Occasional travel may be needed for team meetings or onsite collaboration, but it is not a regular requirement.

How you’ll make an impact:

• Sort and organize incoming and outgoing mortgage documents to ensure timely processing and routing.
• Scan and digitize paper files, uploading them to the appropriate document management system.
• Validate loan files for accuracy and completeness, cross-checking compliance with investor guidelines before submission for loan sale.
• Communicate discrepancies to loan processing and underwriting teams, ensuring issues are resolved in a timely manner.
• Securely archive physical copies of documents, ensuring compliance with document retention policies.
• Manage both mailroom tasks and loan review duties, allocating 60% of your time to mailroom operations and 40% to loan review, adjusting based on operational demands.

What we’re looking for: 

• Minimum qualifications:
  • 1+ years of experience in mortgage loan processing or administrative support role in a highly regulated industry.
  • Strong attention to detail and ability to maintain high levels of accuracy in document handling.
  • Familiarity with mortgage compliance guidelines and investor requirements.
• Preferred qualifications:
  • Experience with mortgage loan sales and reviewing loan files for investor submission.
  • Strong organizational skills and the ability to handle multiple tasks simultaneously.
  • Ability to work independently and manage time efficiently in a fast-paced environment.
  • High school diploma or equivalent work experience.

What you'll love: 

• Competitive Compensation (base + bonus & equity)
• Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart 
• 401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings
• Employee Stock Purchase Plan (ESPP)
• Life and disability insurance
• Generous holiday, vacation, sick and safety leave  
• Supportive parental, family care, and military leave programs
• Annual wellness, technology & ergonomic reimbursement programs
• Social activities including team events and onsites, all-company updates, employee resource groups (ERGs), and other interest groups such as book clubs, fitness, investing, and volunteering
• Catered lunches + snacks & drinks when working in offices

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