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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in trade management and collateral services, with a strong focus on accurate reporting, data entry, and issue resolution. Proficient in mortgage collateral document review and client communication, ensuring timely and effective service delivery.
Highest-signal resume keywords
Mortgage Collateral Document ReviewTrade Reporting AccuracyExcel ProficiencyClient Services Support ExperienceAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage Document KnowledgeData EntryQuality Control (QC)Task CodingReporting Discrepancy Resolution
Soft Skills
Customer Service SkillsInterpersonal SkillsSelf-MotivationOrganizational SkillsTeam Collaboration
Tools & Technologies
Microsoft OfficeExcelOutlookCAM
Industry Keywords
Trade ManagementCollateral ServicesLoan-Level IssuesEscalated IssuesService Level Requirements
About the role
Key responsibilities & impact- Support trade management and collateral-related services across multiple client trades and/or projects
- Create and timely deliver accurate trade reporting to clients according to client schedules/calendars
- Complete ad hoc reporting requested by clients and Trade/Portfolio Managers
- Ensure client reports are accurate and provided at least 24 hours before scheduled calls
- Review trade-level reports to ensure projects progress on time and tasks are updated properly
- Communicate issues to Functional, Reconciliation, and Chain teams
- Communicate directly with relevant teams on high-priority deals/tasks for assigned clients
- Evaluate and resolve loan-level issues assigned by other departments
- Identify and resolve task-coding and reporting discrepancies
- Validate chains of assignments, order assignments, and Allonges for assigned client tasks/portfolios
- Facilitate rush and one-off requests for document creation, recording, cancellation, and retrieval
- Retrieve images from custodians and sellers, upload them into CAM, and coordinate pre-settlement timelines
- Perform other duties assigned by the manager
Requirements
What you’ll need- Bachelor's degree in a related field required or equivalent combination of education and experience
- 3 or more years’ experience or expert level knowledge in reviewing, assessing, and curing mortgage collateral documents
- Prior experience in Specialist I, Client Services Support I strongly preferred
- Some mortgage related document knowledge preferred
- Responsible for researching and solving loan or task level escalated issues and problems
- Attention to detail in the review and data entry of information from documents
- Ability to compose professional correspondence independently for internal/external clients
- Ability to conduct web-based research independently
- Proficient in Excel, including lookups, pivot tables, and basic formulas
- Proficient in Microsoft Office, including Excel, Word, and Outlook
- Exercises good judgment with access to confidential borrower data (SSN)
- Demonstrated customer service and interpersonal skills
- Fast and accurate data entry
- Makes some independent task level or loan level decisions after research and within delegated authority levels
- Self-motivated with initiative to research, question, and apply information
- Independently organizes, tracks, and prioritizes assigned work
- Performs quality control (QC) and review of others’ work
- Monitors, reports, and escalates workflow timelines according to service level requirements
- Ability to collaborate effectively and work as part of a team
- Ability to work under pressure in a fast-moving, deadline-driven environment
- Ability to work overtime, including weekends, as necessary
Benefits
Comp & perks- PTO
- Paid holidays
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 401K