Remote Mortgage Trade & Collateral Specialist

SitusAMC; Madison (WI); A distancia; USD 52.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO & Holidays

Health Insurance

401K

Descripción de la vacante

SitusAMC is hiring for a role supporting trade management and collateral services across multiple client trades. You will deliver timely reports, respond to ad hoc requests, and ensure reports meet client expectations with careful data handling.

The role requires a Bachelor's degree and 3+ years in mortgage collateral review, with strong Excel and data-entry skills. Hybrid/remote flexibility is noted, with a focus on accuracy and client service.

Formación

• 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.
• 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.

Responsabilidades

• 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.

Conocimientos

Excel

Lookups

Pivot tables

Formulas

Data entry

Customer service

Communication

Attention to detail

Team collaboration

Time management

Educación

Bachelor's degree in a related field

Herramientas

Microsoft Office

Excel advanced

Descripción del empleo

SitusAMC is hiring for a role supporting trade management and collateral services across multiple client trades. You will deliver timely reports, respond to ad hoc requests, and ensure reports meet client expectations with careful data handling.

The role requires a Bachelor's degree and 3+ years in mortgage collateral review, with strong Excel and data-entry skills. Hybrid/remote flexibility is noted, with a focus on accuracy and client service.