Mortgage Loan Research Specialist processing loan data and verifying client accommodations for mortgage services. Ensuring compliance with regulatory and investor guidelines in a fast-paced environment.
Responsibilities
Responsible for the efficient and accurate loan data processing and verification for multiple client accommodations
Complete process requirements accurately and timely in accordance with regulatory and investor guidelines
Gather required documentation to evidence a borrower’s qualified status for SCRA, Successor in Interest, and Assumption of Mortgage
Complete data entry and validation based on documents required by investor or regulation
Issue accurate and timely client notifications for client accommodation based on regulatory and investor requirements
Update internal system of record to capture document issuance and retention standards
Stay current on regulatory timelines and investor guidelines for qualified parties
Identify and communicate adverse issues, trends or inefficiencies to management and other lines of business along with proposed solutions; contribute to agreed upon resolutions
Build and maintain relationships with internal and external business partners, managing expectations and accountability
Requirements
College degree or comparable education and experience
One to two years of mortgage, banking, banking operations, or comparable education
Proficiency with Microsoft Office suite of products to include Word and Excel
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)
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