Perform complex transactional, operational and loan level research requests
Interact with customers primarily through digital channels including email and SMS
Research and resolve transactional inquiries including payments, taxes, and insurance on loans
Investigate and resolve loan documentation discrepancies
Communicate interdepartmentally to resolve issues
Monitor system changes and deliver research results
Oversee execution of Loan Advisory Group full and partial payoff requests
Document system of record with results and status of requests
Respond to inquiries via email
Track payoff fund application, monitor lien releases, and communicate results

3-5 years of direct or related experience in Business Purpose/Commercial Loans secured by single family residential property
Experience working in a Contact Center in Mortgage Servicing
Extensive understanding of escrow, escrow analysis, payment histories, billing and 1098 statements
Expansive knowledge related to cross collateralized servicing, partial lien release processing
Comprehensive understanding of property preservation, i.e. code violation resolutions, hazard claim resolution
Excellent attention to detail, strong analytical/resolution skills, and use of sound judgement
Ability to multi-task, meet deadlines and stay organized
Excellent verbal & written professional communication skills
Ability to work in a team environment and independently
Strong advisory skills via telephone, email, and other various platforms

Commercial Analyst – Loan Advisory Group

Key skills