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Barrett Financial Group

Records Department Associate

chandler, AZ

Check who can apply and the requirements below before continuing.

About this opportunity

Barrett Financial Group lists this Records Department Associate opportunity in chandler, Arizona. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Records Department Associate at Barrett Financial

Mortgage Operations | Chandler, AZ

Job Description

About Barrett Financial Group

At Barrett Financial Group, we like to keep things real. Real people, real collaboration, and really great loans. Our Chandler office is where teamwork meets a bit of fun. We take pride in delivering top‑notch mortgage experiences while keeping our culture upbeat, supportive, and full of energy.

What You’ll Do

The Records Department plays a critical role in ensuring the accurate handling, storage, and distribution of essential loan documents throughout the mortgage process. As a member of this team, you will be responsible for maintaining the integrity of original records, facilitating communication with investors, title companies, and insurance agencies, and ensuring all documentation is properly organized and uploaded into company systems. This position is essential to support loan fulfillment, compliance, and investor delivery standards.

Your day might include:

Receiving, logging, and storing incoming loan document packages in an organized and secure manner

Identifying and separating Original Notes for prompt mailing to the Warehouse Department

Notifying Insurance Agencies of Mortgagee Transfers for loans sold to investors

Reviewing and organizing critical original documents to ensure proper scanning and uploading into ARIVE

Communicating with Title Companies to confirm receipt of all required documentation

Distributing key documents to investors and other relevant parties as needed

Maintaining accurate records of document handling to ensure compliance with company policies and investor requirements

Why You’ll Love Working Here

A fun and collaborative office where people enjoy working together

Leadership that values your ideas, your time, and your career growth

An upbeat culture where hard work and laughter go hand in hand

Opportunities to learn, grow, and make an impact as we continue to expand

If you are ready to bring your energy, expertise, and personality to Barrett Financial Group, we would love to meet you.

Experience

What You Bring

Strong attention to detail and organizational skills

Ability to manage multiple tasks in a fast‑paced environment

Effective written and verbal communication skills

Familiarity with mortgage documents, title packages, or investor processes preferred

Experience with document management systems such as ARIVE is a plus

The ability to work independently while being a supportive team player

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Worksite address

chandler, AZ, 85249, US

Who can apply

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