SUMMARY

The Forms and Data Specialist is responsible for completing lender questionnaires provided by various lenders using the information available through our internal questionnaire template system and manually entering text from source documents into databases, spreadsheets, word processing programs, as well as utilizing automated software programs to upload digital data files. Primary responsibilities include compiling and sorting of information according to priorities to prepare source data for computer entry. This involves reviewing data for deficiencies or errors, correcting any incompatibilities, and checking output. To ensure accuracy, the data entry analyst will spot dirty data and consult with team members to identify cleanup resolution.

PRIMARY RESPONSIBILITIES

• Responsible for reviewing source data and processing documents for data entry purposes
• Key data from source documents into the system
• Responsible for reconciling data reports and results
• Responsible for the analyses and interpretation of data, with a focus on the accuracy of information
• Assemble data from both primary and secondary sources
• Responsible for spotting and analyzing patterns in complex data sets
• Responsible for the review of reports and performance indicators to spot and correct coding problems
• Enter data and complete Lender Questionnaire forms by transferring and interpreting information accurately.
• Ensure questionnaires are completed within the company published time frames
• Achieve or exceed minimum job requirements set forth by management
• Gain ‘Skills Certification’ in assigned product support areas

REQUIRED KNOWLEDGE/SKILLS/ABILITIES

• Comfortable with multiple programs open at one time with dual monitors
• Experience in the mortgage, title, or HOA real estate industry is a plus
• Comfortable with multiple programs open at one time with dual monitors
• Written customer service skills required
• Ability to analyze, model and interpret data
• Problem solving skills
• A methodical and logical approach
• The ability to plan work and meet deadlines
• Interpersonal and teamworking skills
• Must be knowledgeable on the HomeWiseDocs platform, Adobe Pro, Excel and Intranet
• Must be able to meet productivity and attendance guidelines.
• Minimum of typed 30 wpm
• Associate degree or college level equivalent required; Bachelor’s degree preferred
• Ability to sit or stand for frequent periods in the same location with some opportunity to move about
• Occasional overtime may be requested

TOP 3 QUALIFICATIONS

• Following Productivity and Attendance guidelines are critical to this position
• Must be detailed oriented, have strong computer skills, and great focus on quality
• Must be comfortable with multiple programs open at one time with dual monitors

COMPETENCIES

PRODUCT FOCUS

• Completes the assigned number of questionnaires daily as determined by department manager
• Compiles and sorts information according to priorities to prepare source data for computer entry.
• Strong ability to review data for deficiencies or errors, correcting any incompatibilities, and checking output.
• Contacts clients to update records in database as needed

ANALYTICAL THINKING

• Identifies many possible causes and solutions for a problem
• Carefully weighs the priority of things to be done
• Approaches a complex task or problem by breaking it down into its component parts and considering each part in detail

ADAPTABILTY

• Looks for ways to make changes work rather than only identifying why change will not work
• Adapts to change quickly and easily