Waterstone Mortgage Corporation

Affiliate Manager

• Function as the primary contact and liaison between clients, Branch Manager, Sales Manager and/or assigned Loan Originators
• Responsible for taking applications over the phone and scheduling appointments
• Work as a liaison for Loan Originators and with processing to help coordinate weekly pipeline meetings with each Loan Originator for accurate file tracking
• Responsible for submitting complete loan applications for each customer file
• Track all requested documents in Encompass
• Review documentation received within 24 hours of receipt for discrepancies, omitted data, verified income calculation, asset verification and Encompass updates based on verified information
• Contact customer within 24 hours of receiving the loan file and call them on a weekly basis to give a status update to file
• Ensure files are complete and set-up in accordance with WMC policy and procedures
• Maintain contact with client throughout loan process

Mortgage Loan Partner II

Project Manager

• Drive high-impact initiatives within Investor Relations by leading projects from concept through execution in a fast-paced mortgage environment
• Manage groups or series of projects associated with a specific business strategy to obtain benefits and controls within operations
• Develop and revise project plans, budgets and status updates as update occur
• Effectively leverage resources needed for large, high risk projects
• Collaborate effectively with external and internal partners
• Bridge differences between parties to come to an agreed upon solutions
• Coach and mentor project team members
• Drive and challenge business units on their assumptions of how the business will successfully execute their plans
• Establish the technical vision and analyze tradeoffs between usability and performance needs
• Evaluate information gathered from multiple sources, reconcile conflicts, break down high-level information into understandable details
• Maintain a basic understanding of investor and wholesale lender guidelines to support product rollouts and related initiatives
• Responsible for the coordination of scoping meetings and other meetings as directed
• Assist in the creation of job aids, reports and other presentations as requested
• Prioritize and manage multiple projects simultaneously and follow through on issues in a timely manner
• Serve as primary point of contact for investor and wholesale lender recertifications, managing the end-to-end process for annual and quarterly submissions, including coordination of documentation, timeline management, and communication with internal stakeholders and external partners
• Prepare correspondence to internal and external customers under the direction, and on behalf of the VP, Investor Relations/Credit Policy
• Partner with departments on the collection, analysis and development of various reports
• Produces information by formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics
• Conserves executive's time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications
• Represent leadership in select internal and external meetings, demonstrating subject matter awareness, capturing key discussion points, asking informed questions, and ensuring appropriate follow-up action
• Maintains customer confidence and protects operations by keeping information confidential
• Lead coordination of project deliverables by engaging subject matter experts, setting expectations, and tracking progress to ensure timely completion
• Generate and distribute recurring and ad hoc reports, ensuring data accuracy and completeness through thorough review and validation
• Provides historical reference by developing and utilizing filing and retrieval systems; recording meeting discussions
• Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
• Support evolving business needs by serving as initial point of contact for ad hoc initiatives, facilitating coordination and driving progress across cross-functional teams

Investor Relations Operations Project Manager

Attorney

• Independently conduct comprehensive, end-to-end research projects involving state and federal laws, regulations, and guidance governing residential mortgage lending.
• Assist in the review and preparation of contracts, leases, real estate documents, correspondence, and other legal papers of a routine nature.
• Research and analyze relevant statues, rulings and precedents to be used as a basis for answering requests for legal opinions of a routine or limited scope.
• Assist in the preparation of legal documents necessary for litigation.
• Assist with classification of executed agreements, capturing key metadata (counter-party, renewal triggers, risk flags), and upload finalized documents to company’s contract lifecycle repository; Leverage workflow automations and validation checkpoints to ensure each record is audit-ready, searchable, and aligned with retention policies.
• Perform general clerical duties (i.e. record keeping, opening and closing files, organizing mail, filing, preparing mailings, memorandums, etc.)

Mortgage Loan Partner II

Investor Relations Operations Project Manager

Legal Intern