Operations Analyst - Pledge Mortgage

Compunnel Inc.; New York (NY); On-site; USD 28,413 - 40,467; Full time

Job summary

A financial services company is seeking a Pledge Mortgage Operations Analyst in New York. This role involves supporting the Private Banking Operations team by managing client collateral, responding to servicing requests, and ensuring smooth mortgage-related activities. The ideal candidate will possess strong communication skills, be detail-oriented, and have knowledge of Access Database and SQL.

Qualifications

• Must demonstrate strong communication and client service skills.
• Detail-oriented and able to solve problems effectively.
• Should be a fast learner and adaptable to change.

Responsibilities

• Review client collateral and determine funding requirements.
• Set up and maintain pledged asset records.
• Monitor and respond to servicing requests.
• Review and elevate risk reports.
• Manage client documentation and approvals.
• Handle client inquiries professionally.
• Identify and elevate issues with recommendations.

Skills

Strong communication and client service skills

Detail-oriented with problem-solving ability

Fast learner, proactive, and adaptable

Knowledge of Access Database and SQL preferred

Good understanding of financial products and operations

Team player with multitasking and time management skills

Tools

Access Database

SQL

Job description

Pledge Mortgage Operations Analyst supports the Private Banking Operations – Pledge Mortgage team, focusing on origination, servicing, and reporting for residential mortgages. The role involves daily operational tasks, client servicing, and process improvement to ensure smooth handling of pledge-related activities.

Base Pay Range: $25.00/hr - $25.00/hr

Key Responsibilities

• Review client collateral and determine funding requirements.
• Set up and maintain pledged asset records.
• Monitor and respond to servicing requests from branch offices.
• Review and elevate risk reports.
• Manage client documentation and approvals.
• Handle client inquiries (calls and emails) professionally.
• Identify and elevate issues with recommendations for resolution.

Skills & Qualifications

• Strong communication and client service skills.
• Detail-oriented with problem-solving ability.
• Fast learner, proactive, and adaptable.
• Knowledge of Access Database and SQL preferred.
• Good understanding of financial products and operations.
• Team player with multitasking and time management skills.