Covius

Compliance

• Perform compliance reviews within the TRID 3.0 and TRID 1.0 scopes
• Ensure federal and state regulatory requirements and guidelines are met
• Responsible for compliance underwriting, due diligence, portfolio analysis, and compliance review projects
• Review and capturing loan data from mortgage documents
• Review Hud-1, Closing Disclosures, Loan Estimates, TIL and other mortgage disclosures for completeness and accuracy
• Analyzing and capturing settlement fees for state and federal testing
• Identifying potential problems within underwriting administrative process and identifying compliance irregularities within loan file
• Manage individual workflow to ensure daily volume and quality goals are met
• Evaluating disclosure process including delivery, timing, required verbiage, execution and completeness of documentation.

TE Compliance Underwriter II

Scrum Master

• Partnering with stakeholders from the business and across IT to scope and define requirements for various technical projects utilizing an agile development process
• Plan and facilitate scrum activities, including scrum of scrums, sprint planning, daily stand up, demos, board reviews, and retrospectives
• Provide guidance and help remove impediments while working as a liaison between development teams and product management helping to ensure work is completed efficiently and on-time
• Coordinates Product Backlog with key stakeholders for prioritization as well as milestone and sprint updates within the team and with various stakeholders
• Gathers, analyzes, and validates system requirements from business users
• Work with stakeholders to document business requirements and system specifications
• Complete screen “mockups”
• Run Development Projects, initiative, and work items following industry leading Agile/Scrum best practices including coordination and facilitation of all Agile ceremonies.
• Conduct daily stand-up meetings with a team to ensure projects are on track
• Coordinate with Developers to ensure solutions are understood
• Develop and coordinate test plans with Development Quality Test Analysts, Stakeholders, and designated End Users prior to system rollouts
• Construct workflow charts and diagrams
• Coordinate end user training and manual updates for clients

Account Manager

• Serve as the primary contact for all matters specific to the assigned portfolio of clients.
• Acquire and develop a deep understanding of the NTC mortgage services product suite and product process flows to enable proficient communication.
• Coordinate daily services and activities to meet and exceed client expectations.
• Develop and maintain meaningful relationships at multiple levels within assigned accounts by assessing needs, delivering solutions, and maintaining a keen understanding of the client’s business and service requirements.
• Work closely with the establishment and production teams to keep them apprised of upcoming needs and to ensure that our solutions and services continually meet the needs of our clients.
• Participate in on-site and virtual client audits as necessary.
• Drive client satisfaction by proactively managing accounts over the phone and occasionally in person, securing successful client retention and growth as well as maintaining client satisfaction to ensure satisfactory scorecards.
• Assist in developing presentations to demonstrate and reinforce the company’s value proposition.
• Identify and create opportunities for additional growth of the account by leveraging the company’s products and services.
• Customarily and regularly exercises the use of independent discretion and judgment regarding matters of significance.
• Evaluate and compare possible courses of action and make recommendations based on various possibilities.
• Advise management as applicable on matters related to account management and client services.
• Travel up to 5%.

TE Compliance Underwriter II

Scrum Master

Account Manager I