About this role
Role Overview
- Creation and timely delivery, as defined by the client schedule/calendar, of accurate trade reporting to clients
- Complete any ad hoc reporting as needed and requested by Client and Trade/Portfolio Manager
- Ensure client reports are in good form and are provided to clients a minimum of 24 hours prior to the scheduled call
- Review trade level reports per the defined client schedule/calendar to ensure projects are progressing timely and tasks are updated properly.
- Communicate any issues found to Functional/Reconciliation/Chain teams
- Communicate directly with Functional/Reconciliation/Chain teams on high priority deals/tasks related to their assigned client(s)
- Evaluate and resolve loan level issues as assigned by other functional areas/Departments
- Identify any task coding and/or reporting discrepancies/issues noted during ongoing status report reviews and complete appropriate follow up to resolve the issue
- Validate chain of assignments for completeness, order assignments and/or Allonges as required related to assigned client tasks/portfolio
- Facilitate rush/one off requests for document creation/recording/cancellation/document retrieval received from client and internal departments and provide updates/feedback to the client
- Retrieval of images provided by custodian and seller and upload into CAM as well as coordination of pre-settlement timelines upon receipt of images
- Such other activities as may be assigned by your manager
Requirements
- Bachelor's degree in a related field required or equivalent combination of education and experience
- 3 or more years’ experience or expert level knowledge in reviewing, assessing, and curing mortgage collateral documents
- Prior experience in Specialist I, Client Services Support I strongly preferred
- Some mortgage related document knowledge preferred
- Responsible for researching and solving loan or task level escalated issues and problems
- Attention to detail in the review and data entry of information from documents.
- Attention to detail resulting in accurate, clear, and professionally formatted reports and/or correspondence for both internal and external clients
- Ability to compose professional correspondence independently for internal/external clients
- Ability to conduct web-based research finding sites and information independently
- Proficient in Excel; intermediate to advanced skills including the use of lookups, pivot tables and basic formulas in manipulating large amounts of data
- Proficient in Microsoft Office including basic functionality of Excel, Word and Outlook
- Exercises good judgment with access to confidential borrower data (SSN)
- Demonstrated customer service and interpersonal skills required for internal and external clients
- Fast and accurate data entry
- Makes some independent task level or loan level decisions after research and within delegated authority levels
- Self-motivated with the initiative to research, question, and apply information
- Independently organizes, tracks, and prioritizes assigned work including managing internal and external requests effectively and within acceptable timelines
- Performs quality control (QC) and review of others work
- Responsible for monitoring, reporting, and escalating the status of workflow timelines in adherence with internal and external service level requirements
- Maintains a positive attitude
- Ability to collaborate effectively and work as part of a team
- Ability to work under pressure in a fast moving, deadline driven environment
- Ability to work overtime including weekends as necessary in order to support and fulfill client timeline requirements
Benefits
- PTO and paid holidays
- Eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K