Remote Mortgage Collateral & Client Services Specialist

SitusAMC; Jackson (MS); Remote; USD 71,635,000 - 85,962,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401K

Job summary

SitusAMC is seeking a detail-oriented professional to support trade management and collateral services across client trades. You will deliver accurate reports on schedule, perform ad hoc reporting, and ensure timeliness for client calls.

Ideal candidates have a Bachelor's degree and 3+ years in mortgage collateral document review, with strong Excel and MS Office skills. Remote-friendly role offering comprehensive benefits and growth opportunities.

Qualifications

• 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

Responsibilities

• Creation and timely delivery, as defined by 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
• 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

Skills

Attention to detail

Data analysis

Customer service

Communication

Problem solving

Time management

Education

Bachelor's degree in a related field

Tools

Excel

Pivot tables

Lookups

Microsoft Office

Outlook

Job description

SitusAMC is seeking a detail-oriented professional to support trade management and collateral services across client trades. You will deliver accurate reports on schedule, perform ad hoc reporting, and ensure timeliness for client calls.

Ideal candidates have a Bachelor's degree and 3+ years in mortgage collateral document review, with strong Excel and MS Office skills. Remote-friendly role offering comprehensive benefits and growth opportunities.