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About the role
Key responsibilities & impact- Manage collateral related services across multiple client trades
- Creation and timely delivery of accurate trade reporting to clients
- Ensure client reports are provided a minimum of 24 hours prior to scheduled calls
- Facilitate coordination of new projects with internal resources
- Communicate with clients to ensure needs and expectations are met
- Evaluate and resolve loan level issues as assigned
Requirements
What you’ll need- Bachelor's degree in a related field required
- Minimum of 6+ years of industry and/or relevant experience
- Expert level knowledge in reviewing mortgage collateral documents
- Ability to gather, research, compare and analyze complex data
- Proficient in Excel; intermediate to advanced skills including pivot tables
- Proficient in Microsoft Office including Word and Outlook
- Superior verbal communication skills for client interactions
- Self-motivated with the initiative to research and apply information
Benefits
Comp & perks- PTO and paid holidays
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 401K
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
trade reportingmortgage collateral document reviewdata analysisExcelpivot tablesMicrosoft OfficeWordOutlook
Soft Skills
verbal communicationclient interactionself-motivationinitiative
Certifications
Bachelor's degree