Operations

• Process the daily delivery of data and documents to the document custodian in accordance with warehouse investor requirements. Obtain images from vendors and maintain tracking and reconciliation. Investigate and resolve exceptions cited by investors/document custodians to resolve document and data exceptions.
• Manage loans in pipeline to ensure optimal warehouse financing availability. Manage and report on aging loans in accordance with warehouse financing contractual requirements.
• Prepare allonges and note endorsements per warehouse and delivery requirements. Clear collateral exceptions as needed including modification exceptions.
• Travel on a daily basis to the Custodian office in Fort Washington, PA to prepare physical collateral for loan warehousing and delivery (note endorsements, etc.) and identification of collateral not on Custodian’s system.
• Review documents and images to ensure compliance with PHH product requirements, GSE requirements, warehouse investor contracts and/or mandatory commitments. Communicate with upstream and downstream business partners on suggestions for process improvements as well as updating of loan-level data.
• Perform loan quality/eligibility checks prior to delivery to ensure highest product quality from a loan delivery perspective.
• Act as a liaison between Capital Markets and Record Services for the clearing of loan modification exceptions to ensure timely delivery.
• Complete pool deliveries to GSEs/investors including communication with document Custodian for the movement of collateral as needed. Investigate and resolve pool discrepancies with GSE/investors. Perform loan quality/eligibility checks prior to delivery to ensure highest product quality from a loan delivery perspective.
• Manage the delivery of collateral for all EBO and modification transactions. Coordinate all exception clearing and file location analysis to ensure maximum pull-through in order to maintain deal economics.

Collateral Analyst, Capital Markets Operations

Fiber Operations Support Coordinator

Sales Compensation & Operations Consultant

Global Director – Grid Services Operations

Global Director – Grid Services Operations

Operations Analyst