Securities Operations Specialist supporting Wealth and Investment Management Operations through metrics and capacity planning. Responsible for business analysis and optimizing operational performance in a financial context.
About the role
- Operations Team Lead managing field services in a mortgage services company. Providing training, handling escalations, and conducting audits for team efficiency.
Responsibilities
- Designated SME and point of contact for team and other departments both internal and external.
- Handle escalated calls and/or emails to and from vendors, clients, third parties and internal departments.
- Assist Management with setting the standards for team expectations and shared team goals.
- Perform process and production audits.
- Lead trainings with team members as needed.
- Manage and resolve client escalations
- Conduct regular audits to provide necessary and productive feedback to team members and management.
- Assistance with any bid processing functions as needed.
Requirements
- High School diploma or equivalent preferred.
- Mortgage Servicing, Default Servicing, Portfolio Management, National Real Estate Management, and/or Pre-Foreclosure knowledge/experience (Preferred)
- Proven customer service/communication skills.
- Excellent verbal and written communication skills.
- Practical office experience.
- Must be able to use and have computer skills and be proficient in the Microsoft software products.
- Basic knowledge of mortgage terms. (Preferred)
- Property Management, Construction, REO, and/or Property Insurance experience (Preferred)
- Contract Administration, Scope of Work/Service Line Agreement Compliance (Preferred)
- Polished decision making and critical thinking skills.
Benefits
- Health insurance
- Vision insurance
- Dental insurance
- Life insurance
- 401(k) plans
- Employee Stock Purchase Plan
- Paid vacation and sick time
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