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Document Generation Template Specialist, Loan Modifications

ServiceLink · United States · 2026-08-04

mid-levelRemote
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About this role

Overview
Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry to join our team as a Document Generation Template Specialist.
As a Template Specialist, you will be focused on maintaining documentation related to the Loan Modification department at ServiceLink. You will also be tasked to assist with testing and confirming templates to maintain a high level of customer service for our clients to ensure our standard templates, and custom client templates are working as expected.
Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future.
A DAY IN THE LIFE
In this role, you will…

Create new and manage existing client documentation for template repository

Organize existing templates and documentation

Review and monitor investor changes/requirements that impact our templates

Assist with testing client requested changes to templates / investor requirements, including regression testing

Perform audit functions to ensure appropriate procedures are followed

WHO YOU ARE
You possess …

2+ years of relevant industry experience, preferably in financial services, mortgage servicing, or loss mitigation

Techincial skills in Word, Excel, and PDF editors

Excellent problem solving, active listening, and verbal and written communication skills

A penchant for excellence, you will use your strong attention to detail to maintain our quality standards

The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines

The ability to work effectively with minimal oversight, and in the face of frequent change and ambiguity

Responsibilities

Create new and manage existing client documentation for template repository

Organize existing templates and documentation

Review and monitor investor changes/requirements that impact our templates

Assist with testing client requested changes to templates / investor requirements

Assist and trouble shoot client issues/requests

Develop/manage state requirements for recordable templates

Performs audit functions to ensure appropriate procedures are followed

Develops and executes workflow regression test cases for all products

Files descriptive and accurate defect reports as necessary

All other duties as assigned

Qualifications

High School diploma or equivalent required, college degree preferred

2 or more years’ experience in Technical Writing, Quality Assurance or Loss Mitigation.

Effective in a fast paced environment

Ability to follow both written and verbal instructions

Collaborative/enjoys working in teams

Self-starter/motivated

Creative and effective problem solving skills

Ability to manage multiple tasks concurrently and competing deadlines

Time management skills

Detail oriented, organized and thorough

Critical reasoning and thinking skills, as well as detail oeriented individual required.

High computer skills/knowledge necessary. Must be proficient in typing, Microsoft Office and intermediate Microsoft Excel skills.

Originally posted on Himalayas

Skills asked for

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