Financial Analyst01/22/2001Mill Valley, CA
Client Service Representative
Residential Mortgage Conduit
The position requires experience in a mortgage role involving loan origination, loan purchases or other processing function with solid mortgage product and data knowledge. Strong attention to detail and process, clear communication skills, and outstanding client service are key factors. The successful candidate will have a high level of interaction with internal parties (Underwriting, Lock Desk, Funding, IT) and external parties (loan originators, custodians, servicers and other 3rd party service providers).
Daily point of contact may include interaction with loan originators, secondary marketing, underwriting, loan delivery, and IT departments.
Full understanding of operational policies, with the ability to clearly and concisely convey requirements to clients and manage changes as applicable.
Manage and answer product questions and escalate complex product/underwriting issues to appropriate parties.
Coordinate with Underwriting and Lock Desk to process underwriting and product exception requests.
Coordinate with Appraisal and Due Diligence vendors to process appraisal review requests in order to meet service level agreements.
Ensure the flow of accurate and timely loan data; quickly diagnose issues and inconsistencies for mortgage loan data.
Facilitate the delivery of data, loan files, and collateral files to vendors supporting the loan purchase process.
Provide process improvement requirements to the internal technical team in support of constant improvement in conduit work systems.
Condition and pipeline management follow-up for both credit and collateral documents.
Manage time and activities to agreed-upon service level turn times and quality metrics.
Provide analytics and documentation to support asset acquisition and investment decisions. Create and distribute various lock and operational reports.
Requires 3-5 years experience in mortgage originations, mortgage servicing, conduit, and/or secondary marketing. Strong mortgage product knowledge (jumbo, agency), loan processing and/or loan closing/funding.
Strong interpersonal and communication skills, both written and oral.
Technologically savvy, with the ability to work in varied systems. Proficiency with Excel/Word/Access. Experience with loan origination systems, document management, or other mortgage-related processing systems.
Must be able to handle multiple tasks and manage workload independently.
Must be organized, detailed-oriented, and maintain reliable follow-through.
TMR - 10 months ago
TMR is headquartered in Medina, Ohio just outside of Cleveland with global support in Europe and Canada, which enables us to distribute...