Top 17 Mortgage document specialist Jobs in West Chester, Oh

Skip Tracing & Due Diligence Specialist
Greentree Legal —Cincinnati, OH
- $20 - $25 an hour
- Full-time
- High school diploma or GED
- Analysis skills
- Senior level
- Health insurance
- Dental insurance
Quick Apply
1d
Mortgage Loan Originator - 1st
Kable Workforce Solutions —Cincinnati, OH
- Full-time
- Mid-level
- Residential
- Microsoft Office
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Mortgage Document Specialist
UNION SAVINGS BANK —Cincinnati, OH
- Full-time
- Computer literacy
- Mid-level
- Office
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Documentation Funding Specialist (Summit Funding Group)
First Financial Bank —Mason, OH
- Full-time
- Microsoft Outlook
- Office
- Organizational skills
Mortgage Servicing Specialist I
Cinfed Credit Union —Cincinnati, OH
- $19 - $21 an hour
- Office
- High school diploma or GED
- Math
- Paid training
- Paid holidays
Audit File Preparation Specialist
Fifth Third Bank —Cincinnati, OH
- Full-time
- Word processing
- Mid-level
- Office
Homeowners Assistance Specialist I - Mortgage
Fifth Third Bank —Cincinnati, OH
- Overtime
- Microsoft Word
- Microsoft Excel
- Research
Homeowners Asst Closer - Mortgage
Fifth Third Bank —Cincinnati, OH
- Full-time
- Microsoft Excel
- Mid-level
- Office
Senior Client Solution Specialist
PNC Financial Services Group —Cincinnati, OH
- $41,250 - $68,750 a year
- Full-time
- Mid-level
- Office
- Associate's degree
- Wellness program
- Health savings account
Employee Benefits Proposal Specialist
The Standard —Cincinnati, OH
- $66,000 - $85,000 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Paid parental leave
- Paid holidays
12d
Homeowners Assistance Specialist
Fifth Third Bank —Cincinnati, OH
- Overtime
- Microsoft Word
- Microsoft Excel
- Research
Loan Servicing & Loss Mitigation Specialist
1st National Bank —Lebanon, OH
- $40,000 - $60,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
1d
Experienced Title Processor / Escrow Officer
BELLA TITLE LLC —Blue Ash, OH
- $55,000 - $75,000 a year
- Full-time
- Office
- Contracts
- In-person
- Paid time off
- Paid sick time
Quick Apply
7d
Escrow Specialist
First National Bank of Williamson —Fort Wright, KY
- Weekends as needed
- Hybrid work
- 5 years
- Computer literacy
- Research
- Paid holidays
- Disability insurance
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Mortgage Loan Originator
First Financial Bank —West Chester, OH
- Full-time
- Mid-level
- Residential
- Microsoft Office
- Paid training
CRA Mortgage Loan Originator
First Financial Bank —Cincinnati, OH
- $23.56 - $26.44 an hour
- Full-time
- Mid-level
- Residential
- Microsoft Office
- Paid training
Consumer Loan Closing Specialist
TruPartner Credit Union —Cincinnati, OH
- From $19 an hour
- Full-time
- Mid-level
- Office
- Math
- Free parking
- Profit sharing
Quick Apply
6d

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Skip Tracing & Due Diligence Specialist

Greentree Legal -
Cincinnati, OH

Quick Apply

Job Details

Full-time
$20 - $25 an hour
1 day ago

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance

Qualifications

Teamwork
Criminal Justice
High school diploma or GED
Public records title search
Attention to detail
Public records
Due diligence
Data collection
Background checks in intelligence gathering
Research findings presentation

Full Job Description

Greentree Legal is seeking a seasoned Skip Tracing & Due Diligence Specialist to support our nationwide litigation support and process serving operations. This role is designed for an experienced investigative researcher with demonstrated expertise in advanced skip tracing, heir and decedent research, and the retrieval of death certificates and other vital records.

The successful candidate will be responsible for conducting complex investigative research to locate defendants and other parties, identify and locate heirs and successors in interest, research deceased individuals and family relationships, obtain death certificates and supporting records, and complete detailed due diligence assignments primarily related to foreclosure, mortgage default servicing, and other legal matters.

This is not a basic database-search position. We are looking for an individual who knows how to take incomplete or conflicting information, develop an investigative research strategy, work across multiple public and proprietary sources, analyze and connect findings, and document a well-supported conclusion.

The ideal candidate is resourceful, persistent, analytical, and comfortable independently working through difficult research assignments where the answer may not be immediately apparent.

About Us

Greentree Legal is an Ohio-based company specializing in real estate default, collections, and litigation support services, including nationwide service of process, skip tracing, and electronic filing. Our culture is built on passion, accountability, and teamwork. We empower employees to contribute to our continued success, and we take pride in being the most efficient and reliable resource for our clients.

If you're highly organized, detail-oriented, and motivated by making an impact—this role could be for you.

Pay and Benefits

$20-$25 per hour, depending upon qualifications and experience
Paid Time Off (PTO)
Medical, Vision, and Dental insurance
Supportive team and leadership

Responsibilities:

Conduct comprehensive and advanced skip tracing to locate defendants, borrowers, heirs, successors in interest, interested parties, and other individuals associated with legal matters.
Perform detailed heir and family-lineage research to identify and locate potential heirs, relatives, descendants, and successors in interest.
Research deceased individuals using probate records, obituaries, court records, property records, family relationships, and other available resources.
Obtain death certificates and other vital records from state, county, municipal, and other authorized sources in accordance with jurisdictional requirements.
Determine appropriate procedures, agencies, documentation, fees, and authorization requirements for obtaining death certificates and other records across multiple jurisdictions.
Complete due diligence and investigative research assignments and provide clear, detailed documentation supporting the research performed and conclusions reached.
Research and analyze public records, court records, probate and estate records, property records, obituaries, social media, online resources, and approved proprietary investigative databases.
Cross-reference information from multiple sources to verify identities, addresses, dates of birth and death, family relationships, ownership interests, and other relevant information.
Distinguish between individuals with similar names or identifying information and resolve conflicting information through additional research and verification.
Conduct research across multiple states and jurisdictions and develop familiarity with jurisdiction-specific resources, record-access requirements, and procedures.
Document searches performed, sources reviewed, information obtained, unsuccessful research efforts, and the basis for investigative conclusions.
Identify situations where available resources have been reasonably exhausted and clearly communicate any limitations or unresolved findings.
Manage a high volume of investigative requests while maintaining accuracy, quality, thoroughness, and required turnaround times.
Work closely with case managers and operational team members to resolve difficult or complex locate, heir search, decedent, and due diligence assignments.
Handle sensitive and confidential information appropriately and conduct all research in accordance with applicable laws, regulations, client requirements, permissible-purpose requirements, and company policies.

Required Qualifications:

Demonstrated professional experience performing skip tracing, investigative research, due diligence, public records research, or similar investigative work.
Proven ability to perform advanced research that extends beyond reliance on a single skip-tracing database or automated search.
Experience researching deceased individuals, family relationships, heirs, relatives, or successors in interest.
Experience navigating public records, court systems, property records, probate resources, vital-record resources, and professional investigative databases.
Strong analytical and investigative skills with the ability to connect information from multiple sources and recognize inconsistencies or gaps in available information.
Exceptional attention to detail and the ability to distinguish between individuals with similar names, addresses, relatives, or identifying information.
Strong written communication and documentation skills, including the ability to clearly explain research steps, findings, and conclusions.
Ability to work independently, exercise sound judgment, develop an investigative strategy, and persist through difficult or incomplete research.
Ability to prioritize and manage a high volume of assignments in a deadline-driven environment.
High school diploma or equivalent required.

Preferred Experience:

Direct experience conducting heir searches, next-of-kin research, probate research, or successor-in-interest investigations.
Experience obtaining death certificates, vital records, probate documents, or similar official records from government agencies.
Experience within the foreclosure, mortgage default servicing, creditor's rights, process serving, probate, title, collections, or legal services industries.
Experience conducting investigative research across multiple states and jurisdictions.
Familiarity with professional skip-tracing and investigative research platforms.
Additional education or training in legal studies, investigations, criminal justice, genealogy, research, or a related field.

What we're looking for:

We are particularly interested in candidates who have worked within the foreclosure, mortgage default, creditor's rights, probate, title, or legal services industries and understand the importance of accurate, defensible, and well-documented research in moving legal matters forward.

The strongest candidate will be someone who can receive an incomplete or difficult assignment and independently determine the appropriate investigative path rather than relying on a predetermined sequence of database searches.

For example, when researching a deceased defendant, this individual should be comfortable moving from the initial skip trace to obituary research, probate and court records, property records, family relationships, potential heirs, and ultimately the appropriate source for obtaining a death certificate or other supporting documentation.

We are looking for someone who understands the difference between finding information and verifying information. The successful candidate will know when additional research is necessary, when information has been sufficiently corroborated, and how to provide the case management team with a clear, organized, and well-supported result.

Apply today to join a passionate, growing company that values quality, teamwork, and individual contribution.

Submit resume and a few details on what makes you a great fit for this role to: [email protected]

Pay: $20.00 - $25.00 per hour

Benefits:

Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: Remote

Quick Apply

Refine Your Search

mortgage document specialist jobs in west chester, oh

Skip Tracing & Due Diligence Specialist

Mortgage Loan Originator - 1st

Mortgage Document Specialist

Documentation Funding Specialist (Summit Funding Group)

Mortgage Servicing Specialist I

Audit File Preparation Specialist

Homeowners Assistance Specialist I - Mortgage

Homeowners Asst Closer - Mortgage

Senior Client Solution Specialist

Employee Benefits Proposal Specialist

Homeowners Assistance Specialist

Loan Servicing & Loss Mitigation Specialist

Experienced Title Processor / Escrow Officer

Escrow Specialist

Mortgage Loan Originator

CRA Mortgage Loan Originator

Consumer Loan Closing Specialist

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