Insurance Account Handler supporting client portfolios and building relationships in Swansea. Offering a hybrid work model with focus on client interaction and customer service.
HB
Hybrid Senior Client Service Analyst, Corporate Mortgage Finance
Posted 2 months ago
About the role
- Sr. Client Service Analyst in Corporate Mortgage Finance handling operational functions for mortgage warehouse loans. Responsible for client support and loan activities with compliance to procedures.
Responsibilities
- Handles loan activities for the warehouse lending business
- Warehouse processes that this role is charged with on a day-to-day basis include, but are not limited to: loan fundings, construction loan processing, collateral processing and aging, loan aging surveillance, mark to market, hedge monitoring, loan settlements and post funding QC
- Responsible for larger and/or complex relationships
- Provides high-touch client support by developing and maintaining strong relationships with clients via phone, email and virtual meetings
- Utilize expertise to analyze and approve complex transaction requests related to fundings, collateral and/or settlements within authority assigned by manager and in accordance with HNB policy
- Role will have some loan exception authority for certain functions designated by the Operations Manager
- Responsible for ensuring all queues, reports, and assignments are acted upon in the timeframes specified in the procedures; any delay should be escalated to management before an SLA is missed
- Works closely with a team lead or manager to recommend resolutions to nonstandard scenarios or issues that require escalation
- Engages timely with clients and provides clear communication to clear exceptions, resolve problems and provides training as needed
- Teamwork: build and maintain strong relationships with peers, management, relationship managers and clients to ensure effective communication, collaboration and problem solving
- Communicate with manager regarding trends, training issues and workflows
- Recommends updates to process workflows as necessary to adapt to product, service or technology changes
- Provides training to new colleagues and trains the team on new processes and procedures
- Be prepared to support clients in the event of a disaster or outage, helping execute business continuity as needed
- Active participation in projects and new initiatives in CMF
- Performs other duties as assigned
Requirements
- Bachelor's Degree from an accredited institution or a minimum 5 years of relevant mortgage operations experience preferably in a fast-paced environment
- 5 years proficiency experience with Microsoft Office Suite
- Experience using ProMerit highly preferred
- Proficient written and verbal communication skills
- Operational experience ideally within the mortgage warehouse finance industry or other specialty finance areas
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse teams
Benefits
- Flexible working hours
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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