Sr. Mortgage Warehouse Specialist (Phoenix, AZ)

Agility360; Phoenix (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical and dental insurance

401k matching program

Tuition assistance program

Employee volunteer program

Wellness program

Job summary

A leading financial services company is searching for a Sr. Mortgage Warehouse Specialist to support mortgage banking operations in Phoenix, AZ. The role involves managing funding requests, ensuring compliance with regulations, and providing exceptional customer service. The ideal candidate will have over three years of experience in loan administration and a high school diploma. This permanent position includes benefits such as medical and dental insurance, tuition assistance, and a 401k matching program.

Qualifications

• Minimum 3 years of related experience in Loan Administration or similar fields.
• Intermediate knowledge of banking operations, loan administration, and treasury management.
• Understanding of regulatory and legal compliance obligations.

Responsibilities

• Provide and support mortgage banking operations efficiently.
• Certify quality of collateral funding packages and monitor customer collateral.
• Complete funding requests and review key documents for accuracy.

Skills

Superior customer service

Loan administration

Regulatory compliance

Communication skills

Education

High school diploma

Job description

Sr. Mortgage Warehouse Specialist

Agility 360 is searching for a Sr. Mortgage Warehouse Specialist for a permanent role in the Phoenix, AZ area. As a Senior Mortgage Warehouse Specialist you'll be responsible for providing and supporting mortgage banking to companies with short-term, secured revolving credit that enables mortgage bankers to fund and inventory residential mortgage loans until they can be purchased by permanent investors. You'll support Warehouse Lending Operations and ensure the loan operation activities run smoothly and efficiently; including certifying the quality of collateral funding packages and effectively monitor customer collateral while providing high level of customer service to internal and external customers.

ESSENTIAL JOB FUNCTIONS

• Exhibits superior customer service and appropriate follow-up with customers and employees alike to create a successful operation of the Warehouse Lending group. Actively participates in assuring quality control in regards to audits and certifications.
• Completes funding requests on a portfolio of customers, lending against residential or commercial assets. Reviews key documents to ensure data accuracy prior to completing funding requests.
• Initiate and generate outgoing money transfers and ensure that all transactions are properly authorized.
• Averages 8-12 customers assigned. Customers will range from low to medium maintenance assigned originators & medium to high maintenance assigned originators.
• Completes intermediate day-to day loan servicing requests. Demonstrated understanding of the payoff and collateral process.
• Performs other duties and participates in special projects as assigned by management.

EDUCATION / EXPERIENCE REQUIREMENTS

• 3+ years of related experience in Loan Administration or similar field.
• High school diploma required.
• Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate speaking and writing communication skills.

ADDITIONAL DETAILS

• Location: on-site in the Phoenix, AZ metroplex
• Salary: Commensurate with Experience
• Permanent position with medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program.