Trust/Entity Review Specialist

Remote, Worldwide

The Trust and Entity Review Specialist is a critical part of the Non-Agency/Non-QM mortgage process, responsible for reviewing and validating borrower entity documentation, including Limited Liability Companies (LLCs), Partnerships, Corporations, and Trusts—to ensure compliance with internal underwriting standards and applicable agency and investor guidelines. This role ensures all entity and trust structures are appropriately documented, authorized, and compliant before loans move forward to underwriting or closing. The ideal candidate has strong attention to detail, solid understanding of business and trust structures, and familiarity with Non-QM and Non-Agency lending requirements.

Key Responsibilities

Review and validate documentation for LLCs, Corporations, Partnerships, and Trusts, including but not limited to: Articles of Organization/Incorporation, Operating Agreements, Partnership Agreements, Trust Agreements, Corporate Resolutions, EIN documentation, and Certificates of Good Standing.

Confirm that business entities and trusts are valid, active, and properly documented and registered as applicable.

Ensure authorized signers and trustees are clearly identified and have...