Servicing Analyst Resume Samples

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M Ankunding

Madelyn

Ankunding

4524 Walter Land

San Francisco

+1 (555) 820 7145

4524 Walter Land

San Francisco

Phone

p +1 (555) 820 7145

Experience Experience

Boston, MA

Loan Servicing Analyst

Boston, MA

Mitchell, Lebsack and Mosciski

Boston, MA

Loan Servicing Analyst

Provides effective back-up for other processing positions
Completes projects as assigned and effectively prioritizes the daily work flow to allow for additional assignments at peak periods
Responsible for reports review, and reconciliation
Processes a variety of requests submitted by internal and external customers, related to loans and properties securing our loans
Processes transactions including, but not limited to, tax and insurance payments and disbursements
Reconciles general ledgers related to Loan Servicing
Handles the monitoring, reporting, and disbursing of escrowed taxes

Phoenix, AZ

Lending Services Portfolio Servicing Analyst

Phoenix, AZ

Mosciski-Nienow

Phoenix, AZ

Lending Services Portfolio Servicing Analyst

Performs detailedworkflow analysis of each functionas part of on-going re-engineering effort
Performs detailed workflow analysis of each function as part of on-going re-engineering effort
Performs site gap analysis on acquisitions to identify differences in processes and coordinates consolidation projects
Analyzes information to determine presentand future financialperformance
Establishes databases of pertinent information for use in analyzing future plans and forecasts
Performs site gap analysison acquisitions to identify differences in processes and coordinates consolidation projects
Identifies trends and recommends improvements accordingly

present

Chicago, IL

Senior Client Servicing Analyst

Chicago, IL

Fay-Buckridge

present

Chicago, IL

Senior Client Servicing Analyst

present

Prioritize and manage multiple reporting deadlines, maintain checklists
Validate and approve reports prepared by analyst; provide support to analyst
Aptitude to work independently and also collaboratively as team player
Organize and file records as per departmental policy, manage shared mailboxes and archive directories
Identify and propose process improvements
Prepare statistical data for management use
Prepare, validate, and deliver reports in a timely manner

Education Education

Bachelor’s Degree in Accounting

Clark Atlanta University

Bachelor’s Degree in Accounting

Skills Skills

Good knowledge of departmental systems and applications
Good knowledge of standard desktop applications used by the business unit
Good knowledge and understanding of the business unit’s key products and services, processes and controls
Basic knowledge of departmental systems and applications
Ability to work 11:00am to 7:00pm to service the Western Canadian region
Good investigation skills
Good prioritization skills
Good organizational skills
Good customer service skills
Good written and oral communication skills

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Servicing Analyst Resume Examples & Samples

Troubleshoot/ resolve most problems independently as per Letter of Authority/ authority levels following policies, standard procedures and processing schedules and deadlines. Maintain appropriate audit trails
Prioritize work in accordance with policy and severity of service impact to minimize financial/ customer impacts
Good understanding of risk and regulatory requirements of the role
Ability to multi-task inAt our company, we have been helping our customers and communities for over 195 years. Working with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance

Loan Servicing Analyst Resume Examples & Samples

At least 3 years of professional work experience - preferably in a financial environment. Loan Servicing or accounting experience is strongly preferred
Ability to work with attention to detail and accuracy in a busy multitasking environment
Computer skills to include: Word, Excel & Access
Demonstrated customer service skills are required
Bachelor's Degree in Finance, Real Estate, Accounting or related business field is strongly preferred

Loan Servicing Analyst Resume Examples & Samples

Effectively communicate with clients and customers to ensure that loans and portfolios are administered per applicable servicing contracts
Bachelor's degree strongly preferred, however will accept two years of relevant business experience in lieu of degree
Experience and proficiency with MS Office applications is required (Word / Excel)
Familiarity with commercial insurance (i.e. property, business income, liability) is preferred
Demonstrated business and professional writing skills are required
Strong verbal communication skills are required
Proven organization skills – including time and task management is required

Loan Servicing Analyst Resume Examples & Samples

Prefer Bachelor's degree plus one year of relevant business experience (mortgage banking, loan servicing, or financial institution experience), but will accept three years of relevant business experience in lieu of degree
Proven mathematical and analytical skills
Demonstrated business and professional writing skills
Evidence of time management and organizational skills
Able to work independently - should be able to perform work with only a limited amount of supervision

Loan Servicing Analyst Resume Examples & Samples

Team Oriented and flexible
Computer skills to include: Spreadsheet, Word processing and relational database experience (MSWord / Excel / Access)
Bachelor's Degree in Finance, Real Estate, Accounting or related business field and/or 2 years of experience in Bank Reconciliation is strongly preferred

Loan Servicing Analyst Resume Examples & Samples

Prepares manual “initial” and “annual” escrow account disclosure statements
Sets up escrow accounts on the host system
Cancels escrow records on the host system, as required
Populates and updates ticklers on the host system
Processes transactions including, but not limited to, tax and insurance payments and disbursements
Processes a variety of requests submitted by internal and external customers, related to loans and properties securing our loans
Reviews system generated escrow account analyses and issues surplus checks, as applicable
Monitors escrowed homeowner’s, hazard, and private mortgage insurance, using reports and ticklers, ensuring all escrowed insurance is paid in a timely manner
Handles the monitoring and reporting of flood insurance for all collateral properties for which flood insurance is required. (This includes force placing flood insurance, and disbursing flood insurance premiums.)
Handles the monitoring and reporting of delinquent taxes and negative escrows
Communicates effectively with lenders, borrowers, insurance agents, and our tax service, through oral and written communications
Handles the monitoring, reporting, and disbursing of escrowed taxes
Sets up and update records with our tax service including, but not limited to, new, renewed, and paid loans, in order for our tax service to monitor taxes for our escrowed and non-escrowed collateral properties
Works with our tax service to ensure they have complete and accurate information, needed to monitor property taxes
Supports management by investigating and correcting problems, and assists with inter-departmental cross-training as needed
Completes projects as assigned and effectively prioritizes the daily work flow to allow for additional assignments at peak periods
Provides effective back-up for other processing positions
“LIVE” the Bank’s Mission Statement and “PRACTICES” the Bank’s Corporate Strategy
20140604

Loan Servicing Analyst Resume Examples & Samples

Determines process needed to complete complex transactions; processes all levels and aspects of maintenance and transaction requests in AS400
Completes transactions and identifies the movement of funds required, including outgoing or incoming wire transactions
Responsible for reports review, and reconciliation
Reconciles general ledgers related to Loan Servicing
Processes current tickler events that may require transactions or maintenance to the appropriate loan; communicates with lenders, CBA’s or documentation team, as appropriate
Supports management by investigating and correcting problems and assists with inter-departmental cross-training, as needed
20141027

CML Servicing Analyst Resume Examples & Samples

Central point of contact for on-boarding coordination of complex commercial mortgage loans, which may include mortgage loan portfolio conversions, transfers and closings with unaffiliated clients
Identify, research, recommend and assist in creating client-specific practices and polices relating to mortgage loan conversions and servicing; communicate to business units in the application and adherence to policies
Analyze, interpret and take action regarding complex issues related to commercial real estate and mortgage documentation
Conduct and track due diligence for an extended period for forward loan commitments, special conditions, and transfer of loans to applicable loan program
Support on-going loan administration of various portfolios
Maintain project checklists and regularly communicate status to management and stakeholders
Five to eight years of commercial mortgage loan closing and servicing experience preferred
Strong time management skills, managing and organizing work
Setting specific goals and priorities
Clear written and verbal communication skills

Investor Servicing Analyst Resume Examples & Samples

Determine monthly settlement amount to be wired to each investor, through interpreting and validating contractual agreements, running and reviewing settlement reports, and gathering and interpreting information about the deal structure from other departments. Approve and execute final settlement amount independently within delegated authority
Handle in-bound calls and emails from investors regarding their accounts, perform all analysis and research necessary to resolve queries, including performing reconciliations, and determining when to send investor more funds or retrieve funds back from investor
Perform research on settlements, principal balances, and payment stream discrepancies using core systems as required (PMS, SYNAM, Siebel)
Act as primary contact for Investors, and Business functions providing necessary information to service the Customer and Investor contract
Lead internal process definition, documentation, training, and assist in department initiatives

Senior Mortgage Loan Servicing Analyst Resume Examples & Samples

Maintain contact with borrowers to stay abreast of loan related developments
Perform property inspections and analyze operating statement data
Work with borrowers and legal counsel on issues such as loan assumptions, loan extensions, property easements, condemnations, loan payoffs, partial releases and modifications
Analyze property and market specific dynamics to evaluate the risk profile of commercial real estate loans within the portfolio and assign quality ratings
Complete annual IRS tax filings and assist as needed with the preparation of annual rating agency surveys for commercial real estate
On boarding of new loans and the posting of loan servicing activity to the loan management accounting system
Attend industry sponsored conferences to stay abreast of changing business practices and technology

MB Master & Sub Servicing Analyst Resume Examples & Samples

Ensure Sub Servicers adhere to requirements of Sub Servicer
Active participant in discussions with Sub Servicers to identify any gaps that may need further review
Ensure issues identified are tracked timely and coordinate the action plans required to remediate the issue
Liaison between Sub Servicer and Chase business units to obtain required information related to loan issues
Work with TPSO management, Risk, Compliance and Audit SME’s to prioritize and execute implementation of remediation plans
Schedule, facilitate and/or participate in meetings and discussions regarding assigned action plans and risk monitoring and controls
Track work stream milestones, file relevant artifacts to document repository and manage dependencies to ensure critical path to completion is followed
Ensure business procedures remain current and are published
Assisting with Advance Oversight functions or Flood monitoring of LSBO as needed
Bachelor's degree required or equivalent business experience
4+ years Mortgage Servicing Experience
Strong data analytical and database management skills
Strong communication and presentation skills with diverse groups and individuals
Strong collaboration skills with internal departments in the formulation of approaches, tactics and/or plans to deliver required business results
Ability to work under stringent deadlines stressing urgency to achieve monthly goals with expected quality and in accordance with required policies and procedures
Solid understanding of audit and control processes

Senior Client Servicing Analyst Resume Examples & Samples

Coordinate and verify the information required for the preparation of client reports, management reports, audit requests, other financial reports
Prepare, validate, and deliver reports in a timely manner
Validate and approve reports prepared by analyst; provide support to analyst
Prioritize and manage multiple reporting deadlines, maintain checklists
Prepare statistical data for management use
Assist in client and fund initiatives, as needed (fund opening/closing, rebalancing, large withdrawals, etc.)
Participate/take the lead on various client servicing tasks, liaison with internal and external business partners
Identify and propose process improvements
Identify and report weaknesses, and apply financial and operational controls to mitigate risks. Ensure compliance with regulatory requirements and internal policies
Organize and file records as per departmental policy, manage shared mailboxes and archive directories
Maintain professional and technical knowledge, in particular on investment related business
Back up and cross-train with team members, as required
University degree in accounting or finance
Canadian Securities Course, an asset
2+ years of client servicing experience
Good interpersonal, verbal and written skills.　
Experience working with derivatives products, futures, repos, an asset
Strong numerate accuracy and analytical skills
Ability to multitask and meet strict deadlines
Aptitude to work independently and also collaboratively as team player
Thorough knowledge and experience in information systems and in particular of Microsoft Office (Excel, Word)
Knowledge of Generally Accepted Accounting Principles (GAAP), an asset
Understanding of various investments instruments such as bonds, stocks, short terms, derivatives etc., an asset
Understanding of the financial services industry, in particular investment funds

Client Servicing Analyst Resume Examples & Samples

Verify and organize the information required for the preparation of client reports, management reports, audit requests, other financial reports
Validate and deliver client reports in a timely manner
Assist in client and fund initiatives such as onboarding, fund opening/closing
Various client servicing tasks, liaison with internal and external business partners
Record shareholder and portfolio transactions and process cash movements to ensure timely and accurate settlement
Reconcile fund and client accounting records against custodian records
Perform reasonability analyses and explain variances
Document and keep existing documentation up to date for the procedures and processes under responsibility
Organize and file records as per departmental policy, manage shared mailbox
Participate in testing investment systems upgrades and releases as well as process changes, as required
Participate in projects, as required
University degree in accounting or finance is preferred
1-3 years of relevant experience required
Attention to detail, good organizational skills
Bilingual (French and English) is an asset

MSO Senior Servicing Analyst Resume Examples & Samples

Central point of contact for sensitive / presidential customer complaints via regulatory agencies and Cenlar
Collaborate and build annual quality control testing calendar
Identify specific loan populations for each monthly test and select loans in accordance with the QC Program
Validate requested documents for each monthly test
Conduct operational and transactional testing and ensure adherence to program requirements
Prepare preliminary and final findings reports from each test and determine if senior management concur on the validity of any potential reportable findings
Develop and maintain a database of documents required for each quality control test
Track action plan timelines and validate action plans. Provide updates to Mortgage Oversight Managers and Compliance
Perform monthly reconciliation and annual validation of key operating metrics (and related performance)
Provide content for quarterly board report
Develop and update Mortgage policies and procedures as needed
Coordinate / conduct annual onsite subservicer assessment
Coordinate / conduct annual standby servicer data mapping and testing exercise

Lending Services Portfolio Servicing Analyst Resume Examples & Samples

Coordinates specialprojects to increasedepartmental effectiveness
Analyzes information to determine presentand future financialperformance
Identifies trends and recommends improvements accordingly
Serves as a memberof the Lending Services Management Team on mattersof strategic planning,risk management, financialperformance, policy,procedure, training, compliance and personnel issues
Serves as liaisonas needed betweenthe service areas,the LOB’s, and other corporate support units
Performs detailedworkflow analysis of each functionas part of on-going re-engineering effort
Responsible for formulating appropriate procedures and SOX 404 Controldocumentation for specificareas of responsibility
Prepares monthlycomparison/trend analysis graphs
Problem resolution including the tracking, reporting, and root cause analyses
Establishes databasesof pertinent information for use in analyzing futureplans and forecasts
Plans and coordinates disasterrecovery capabilities
Participates in researching outsidevendor proposals
Performs site gap analysison acquisitions to identify differences in processes and coordinates consolidation projects
Bachelor’s degreein finance or accounting
5 years Lending Services experience
A combination of education and experience is acceptable if more than an HS Diploma
No certification, licensure or registrations are required to successfully applyfor this job;however, thefollowing certifications from HancockBank’s Computer BasedTraining (CBT)are required, if applicable, oncein this position
Certification in Banking Regulations (Reg. B, Reg. CC, Reg. O, Reg. Z)
Certification in HMDA Compliance
Certification in CRA, RESPA, RMR Regulations
Exhibits strong verbal and written communication skills
Proficient operation of Microsoft Office Productssuch as Word, Excel,Access, and PowerPoint
Excellent verbaland written communication skills in orderto communicate effectively with customers and bank personnel
Must be able to establish and maintain a high level of credibility with all levelsof internal and external customers
Ability to prioritize tasks effectively
Excellent problemsolving skills
Ability to make autonomous decisions
Excellent organizational/planning/project management skills
Ability to effectively communicate with a variety of audiences and multiple levelsof management
Possesses stronganalytical, problem solvingand conceptual skills
Ability to formulate soundconclusions and recommend optimal course of action basedon analysis Essential Mentaland Physical Requirements
Ability to work understress and meet deadlines
Ability to read and interpret a document if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employeeis unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship”then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latestversion. Information contained herein should be treated as confidential to Hancock HoldingCompany

Lending Services Portfolio Servicing Analyst Resume Examples & Samples

Coordinates special projects to increase departmental effectiveness
Serves as a member of the Lending Services Management Team on matters of strategic planning, risk management, financial performance, policy, procedure, training, compliance and personnel issues
Serves as liaison as needed between the service areas, the LOB’s, and other corporate support units
Performs detailed workflow analysis of each function as part of on-going re-engineering effort
Responsible for formulating appropriate procedures and SOX 404 Control documentation for specific areas of responsibility
Prepares monthly comparison/trend analysis graphs
Plans and coordinates disaster recovery capabilities
Participates in researching outside vendor proposals
Performs site gap analysis on acquisitions to identify differences in processes and coordinates consolidation projects
5 yearsLending Services experience

Loan Servicing Analyst Resume Examples & Samples

Process transaction postings and disbursements to loans using the Enterprise! Loan Management system
Process check payments received in house
Ensure safekeeping, tracking and delivery of “live” checks to lockbox provider
Coordinate clearing of “unidentified” receipt exceptions
Post authorized manual transactions as directed
Ensure appropriate balancing procedures are followed for each transaction batch
Administer Payoff’s; Forbearance Agreements; Modification Postings
Coordinate Property Protection Advances through task management
Provide mail related services including overnight and USPS service providers
Monitor and distribute group/shared email inboxes
Coordinate/complete departmental mailing and correspondence distribution
Prepare/scan/index paper and electronic documentation
Manage paper and electronic records using records management practices and policies
Produce/distribute/publish internal reports
Produce checks using applicable software package
Research information per Auditor requests
Complete requests for services as assigned
Assistance with department projects as assigned
Other responsibilities and duties as assigned
Must be a team player and have the willingness to help train, mentor and coach teammates with a demonstrated ability to work within a team environment
Demonstrated ability to work in fast-paced, rapidly changing business environment which requires a flexible and adaptable style
Strong organization, planning, prioritization and detail orientation skills
Ability to work well under pressure and within tight time constraints, including the ability to work overtime when required
Intermediate Microsoft Office skills: Outlook, Word and Excel
Experience within the financial services, loan servicing, legal, banking, real estate, mortgage, and/or insurance industries

Analyst Investor Servicing Analyst Resume Examples & Samples

Transcribe data from hedge fund application forms & dealing instructions received from investors onto various transfer agency systems and review for accuracy
Processing of capital transactions from inception of the trade to issuing of contract notes
Maintain client accounts on the systems to ensure that details are correct and up to date. Amend and upload changes under strict operating procedures as defined by company policy
Liaise with Investors of assigned client funds to clarify dealing requests and ensure that all documentation is complete and in line with company procedures
Perform anti-money laundering procedures and obtain client identification documents & review same for completeness
May be required to perform review of input of other team members work as authorized by team leaders
Liaise with Banking Division with respect to the daily reconciliation and processing of investor’s subscription monies, and then remittance of investor’s redemption proceeds
Reporting to Investor and Investment Managers at various intervals throughout the life of the transactions
Prepare the annual audit reports and respond to all investor audit confirmations for the funds under administration
Liaise with internal teams such as Fund Accounting and Banking
3+ years’ experience in financial services industry; hedge funds/fund of funds systems experience a plus
Bachelor’s degree required, preferably Accounting, Finance or Economics
Willingness to learn new systems, concepts and broaden knowledge in the industry
Understanding of hedge fund vehicles (legal structure, investment objective, fee structure, liquidity provisions, etc.)
Understanding of relevant regulations and legislation for Investor Services (such as ERISA, FINRA, Blue Sky, etc)
Detail oriented, able to process high volumes of activity with no errors
Courteous, client focused concise communication both written and verbal
Strong organizational & problem solving skills
Understanding of FATCA, CRS and AML regulations and investor related tax reporting
Excellent MS Office skills including Word & Excel

AO / Client Servicing Analyst Resume Examples & Samples

To ensure all allocated new clients for the EMEA region are successfully integrated on to the Investment Operations platform by the required funding date, such that investment can commence on their behalf without delay and without any operational issues
Liaise with the Portfolio Management Group (PMG), Institutional Investment Management (IIM) and all core operational groups to ensure new client accounts are set up on internal systems on a timely and accurate basis
Process all allocated client In Specie Transfers and liaise with PMG and IIM to ensure they are processed on internal systems on a timely and accurate basis
Management of the transition process for all allocated EMEA clients undergoing a custodian transition
Processing all allocated client account terminations and ensuring that all the relevant operational groups are notified, and that the termination has been processed and updated on internal systems on a timely and accurate basis
Ensure that market openings for new clients are completed in advance of funding date
Ensure that new market openings for existing clients are completed on a timely basis
Co-ordinate the Review and Sign Off of Operating Memorandum Reviews and Operational SLA’s (legally contractual documents outlining the services the asset manager commits to provide to client and or their administrator)
Provide Direct Client Servicing for all operational queries related to the ongoing management of EMEA client accounts
Coordinate the legal approval and update to internal systems of Client Entity Name Changes
Co-ordinate the review and set up of Client Reporting Requirements for the EMEA Client Base
Adhere to SLA’s as defined within the Client Servicing procedures
Participation with respect to the completion of specifically allocated tasks within the scope of department projects and initiatives
Ongoing review of current systems, procedures and processes, making recommendations for improvement, where required
Participate in Operational Risk initiatives as required
Minimum GCSE/ O to A Level standard of education, including English & Mathematics
Relevant industry professional qualifications (such as the IMC or IAQ’s) are desirable, but not essential
Minimum 3 years dedicated Client Servicing/Account Transition experience
Strong industry knowledge regarding Operations Middle and Back Office functions; Settlements, Confirmations, Reconciliation, Client Reporting, Performance, Pricing & valuation, Corporate Actions, Client Guideline Management
Experience of financial systems, e.g. SWIFT, TLM, Bloomberg, custodian proprietary systems, Portfolio Accounting Systems (e.g. HiPortfolio, Portia, etc)
Competent user of MS Office suite
Strong experience of manual and automated reconciliations
Strong knowledge of Investment Product Classes; Equity, Fixed Income, Forwards, Derivatives, Alternatives
Strong knowledge of Commingled investment vehicles (Mutual Funds, OEICS, Unit Trusts, etc.)
Strong knowledge of Trading and Investment principles
Experience in liaising with brokers, custodians and fund accountants
Flexible approach to a multi-tasking work environment
Strong communication skills, both verbal and oral
Demonstrates an ability to work with minimal supervision, as well as within a team environment
Demonstrates an ability to identify and evaluate potential risks, and escalate items appropriately

Structured Credit Servicing Analyst Resume Examples & Samples

Bachelor’s degree, and 3+ years of experience in financial services or consulting industries
Ability to critically analyze legal documents and communicate effectively with other stakeholders
Excellent Excel and Modeling skills
Proven problem solving capabilities and a demonstrated ability to take initiative
Organized, detail oriented and extremely thorough
Willing to roll up their sleeves to perform any and all responsibilities to ensure success
Efficient and effective in both team and individual environments
Experience with Structured Products is highly desirable
Exposure to Trust environment preferred

MSO Senior Servicing Analyst Resume Examples & Samples

Provide content for quarterly Board report
BS/BA required or equivalent mortgage servicing experience
10+ years of experience in mortgage servicing (loan administration and/or default management)
Knowledge of various legal and regulatory requirements that govern mortgage servicing
Knowledge of accepted mortgage servicing practices
Experience with ARM indices and interest rate/payment change processes, payment processing, escrow administration and default servicing
Strong research and problem-solving skills
Strong organizational skills, ability to handle multiple tasks simultaneously
Proven ability to manage issues through to resolution
Ability to work independently and take the initiative to solve problems

Loan Servicing Analyst Resume Examples & Samples

Ability to work well under pressure and meet strict deadlines
Ability to learn quickly in a fast-moving environment
Strong attention to detail and the ability to keep track of a large workload
Strong control mind set, to enhance the existing infrastructure to support increases in business
Team oriented approach ? ability to work across functions outside of Operations
Strong organisational skills and flexibility, with the ability to cope with rapidly changing priorities throughout the day
Excellent interpersonal skills and self-confidence, including the ability to deal with demanding business requirements, protecting the interests and reputation of GS whilst maintaining a commercial outlook
Professional approach and ability to communicate well directly with external parties such as borrowers, lenders and other agents
Knowledge of Bank Loans beneficial
Knowledge and previous experience of payment processing and payment instruction maintenance
Experience of navigating Loan Credit Agreements highly advantageous but not essential
French, German or Spanish speakers preferred

Loan Servicing Analyst Resume Examples & Samples

Perform various tasks related to office management, document management, transaction processing, data capture and various requirements of the Loan Administration Services area
Responsibilities may cover any one of a number of tasks; verifying and paying property tax bills, resolving escrow accounts, processing transaction postings and disbursements to loans, administering pay-offs, forbearance agreements and modifications, lockbox processing, and assisting in the timely processing of UCC filings
Review reports from the loan servicing system using appropriate database tools to monitor documents and compliance
Work with internal and external resources to prepare and file documents pursuant to Policies and Procedures as well as applicable jurisdictional requirements
Perform loan system set-up of new loans and input for such items as property tax set up packages. Verify input for accuracy. Scan necessary documents into electronic storage databases using index/categorization
Achieve at minimum department annual hours for industry training
Participate in various department initiatives as assigned. Review current processes and recommend process improvement as appropriate to enhance productivity and efficiency
High School degree or equivalent related work experience
Professional written and verbal communication skills
Demonstrated ability to work within a fast-paced team environment
Good customer service skills and the ability to forge relationships
Strong PC skills, including a demonstrated ability with Microsoft Office applications
Experience in Commercial Real Estate title, escrow, closing and/or paralegal experience
Eligible to manage or perform loan origination or servicing functions under Mortgage Investor or government agency guideline requirements
2 year degree or academic achievement in Real Estate, Law, Finance or Management
Prior CRE loan servicing, financial services operations and/or mortgage or insurance experience
Experience with Enterprise LMS servicing platform or other Commercial Loan Servicing System