Job Description



The Compliance Correspondence Specialist is responsible for preparation, quality control, and sending documents and letters in response to a variety of mortgage related inquiries on a daily basis. In addition, it is the duty of the Correspondence Specialist to provide daily reporting detailing the inflow and outflow of the requests and output.



  • Print/ Prepare applicable PDF and loan-level/mail type output files.
    • Sort by mail type (First Class, Certified, FedEx)
  • Process each letter and applicable enclosure(s).
    • Physical count of page(s) required, along with verification that all documents pertain to the specific loan.
  • Audit correspondence for completeness prior to mailing. Provide feedback on quality checks.
  • Generate applicable postage and or shipping labels based upon the required form of document mailing:
    • USPS Certified Mail, USPS First Class and Federal Express
  • Process all applicable steps of mailing/shipment daily, including same day service level agreements.
  • Process and annotate servicing system at each step in for letter production, processing, and mailing:
    • Document type, Document count per letter/enclosure(s) and Mailing confirmation
  • Ensure daily production schedule is adhered to and SLAs achieved.
  • Provide updated reporting daily to the appropriate departments and upper level management to ensure timeliness and proof of shipment/delivery.
  • Completes miscellaneous tasks and/or special projects as necessary or required.



  • Ability to work in a detail oriented time sensitive environment.
  • Ability to handle confidential material in a professional, ethical manner.
  • Professional communication skills - written & verbal
  • Strong time management
  • Ability to prioritize workload to meet deadlines and achieve volume goals and performance standards.
  • Proficient knowledge of MS Office: Word, Excel & Outlook


Educational Requirements:

  • High school graduate, college degree preferred but not required

Application Instructions

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