Records Management Coordinator - Mortgage Servicing

Citizens Bank
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 3+ yearsEducation: high_schoolSkills: ["Attention to detail","Analytical reasoning","Organizational skills","Communication","Problem-solving","Process optimization","Cross-functional collaboration","Operational excellence","Operational risk management","Customer-centricity"]

Oversee the end-to-end review, validation, and custody management of mortgage collateral documentation to ensure it meets investor, regulatory, and internal standards. Maintain governance through SOP development, secure physical/digital handling, and accurate tracking within custody systems. Partner with internal teams and external vendors to resolve documentation exceptions, support certification and audit reviews, and continuously improve custody workflows to reduce operational risk.

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FursaFursa
Citizens Bank
Citizens Bank
2 days ago

Records Management Coordinator - Mortgage Servicing

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Oversee the end-to-end review, validation, and custody management of mortgage collateral documentation to ensure it meets investor, regulatory, and internal standards. Maintain governance through SOP development, secure physical/digital handling, and accurate tracking within custody systems. Partner with internal teams and external vendors to resolve documentation exceptions, support certification and audit reviews, and continuously improve custody workflows to reduce operational risk.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Review and validate mortgage collateral documents to confirm completeness, accuracy, and compliance with investor requirements.
  • •Identify and resolve document exceptions or deficiencies in partnership with internal teams and external vendors.
  • •Develop, enhance, and maintain SOPs for document custody and collateral management processes aligned to investor guidelines and internal controls.
  • •Maintain accurate tracking and status reporting of collateral documents within custody systems and support certification and audit reviews.
  • •Ensure secure handling, storage, and retrieval of physical and digital collateral, and recommend process improvements to reduce operational risk.

Key Requirements

  • •High school diploma or equivalent required.
  • •Minimum 3+ years of experience in mortgage document custody, collateral review, or related mortgage servicing operations.
  • •Demonstrated knowledge of mortgage collateral documentation and investor requirements.
  • •Strong attention to detail with advanced document review and analytical capabilities.
  • •Experience developing and maintaining operational procedures; proficiency with document management systems and Microsoft Office.
Experience:3+ yearsMortgage servicing
Education:High School
Skills:Attention to detailAnalytical reasoningOrganizational skillsCommunicationProblem-solvingProcess optimizationCross-functional collaborationOperational excellenceOperational risk managementCustomer-centricity
Certifications:Notary Public
Tech Stack:Microsoft OfficeEVaultMERS

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website