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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in overseeing construction-to-permanent servicing, ensuring accurate loan setup, and maintaining compliance with policy and product guidelines. Proficient in managing relationships with internal and external partners while effectively communicating and resolving issues.
Highest-signal resume keywords
Construction-To-Permanent ServicingLoan SetupBanking OperationsMicrosoft Office SuiteCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan DocumentationDraw Schedule CreationPipeline ReportingResearch SkillsBanking Software Proficiency
Soft Skills
Organizational SkillsAttention To DetailTeam CollaborationDecision-MakingTime Management
Tools & Technologies
Mortgage Servicing SystemsDeposit Account Systems
Industry Keywords
MortgageBankingLoan ModificationReferral IntakeClient Interactions
About the role
Key responsibilities & impact- Oversee and govern construction-to-permanent servicing
- Ensure accurate and timely intake of referrals, loan setup, disbursement of funds, and modification of loans to a permanent state
- Compile and verify loan documents in accordance with policy and product guidelines
- Ensure accurate loan setup based on originations data and loan documentation
- Create draw schedules for the life of loans based on predetermined milestones specific to build type and product offering
- Update internal and external systems of record to capture build-cycle progress and builder and client interactions
- Stay current on product offerings, application features, and loan progress
- Report on pipeline progress and impediments
- Identify and communicate adverse issues, trends, or inefficiencies to management and other lines of business, with proposed solutions
- Contribute to agreed-upon resolutions
- Build and maintain relationships with internal and external business partners, managing expectations and accountability
- Perform other duties as assigned
Requirements
What you’ll need- College degree, or equivalent education and related training or experience
- One to two years of mortgage, banking, banking operations, or comparable education
- Proficiency with Microsoft Office suite of products, including Word and Excel
- English language fluency
- Two or more years of retail banking, banking operations, or experience in a law firm or corporate setting (preferred)
- Strong research and investigation skills (preferred)
- Proficiency with banking software, deposit account systems, or mortgage servicing systems (preferred)
- Excellent written and oral communication skills (preferred)
- Ability to prioritize a significant volume of work with simultaneous deadlines (preferred)
- Strong organizational skills and attention to detail (preferred)
- Ability to work effectively in teams and independently and make effective decisions consistent with role and responsibilities (preferred)
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan, depending on position and division
- Restricted stock units, depending on position and division
- Deferred compensation plan, depending on position and division
