Loan Servicing Resume Samples
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Loan Servicing Resume Samples
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KS
K Schmeler
Kyla
Schmeler
528 Jayden Crossroad
Chicago
IL
+1 (555) 462 6940
528 Jayden Crossroad
Chicago
IL
Phone
p
+1 (555) 462 6940
Experience
Experience
San Francisco, CA
Loan Servicing
San Francisco, CA
Heller and Sons
San Francisco, CA
Loan Servicing
- Insurance tracking for all Commercial and Consumer loans
- Correspondence, both written and verbal, with both customers and insurance companies regarding status of policy
- Provide follow up with customers regarding outstanding collateral items, (i.e. Vehicle Titles) to ensure proper lien position
- Enter Real Estate loans into the Bank’s software program
- Provides excellent customer service when customers have any question about their loan. Cross sells other products and services. Processes deposits, loan payments and fund transfers for customers
- All other duties as assigned
- Provide Telephone and in-person service
Houston, TX
Loan Servicing Prf
Houston, TX
Denesik, Mitchell and Bashirian
Houston, TX
Loan Servicing Prf
- Perform reviews and assessments on servicer reconciliations
- Perform data mining activities (extracting and analyzing data to identify trends and relevance)
- Work on team initiatives as assigned
- Independently determine and develop approaches to solutions
- Monitor Servicer performance and compliance with terms of business related to investor reporting, while ensuring customer satisfaction is maintained and Servicer level standards are achieved
- Perform complex financial/accounting reconciliation's
- Review of documentation provided to assure satisfactory resolution
present
Dallas, TX
Loan Servicing Senior
Dallas, TX
Schmidt, Brown and Borer
present
Dallas, TX
Loan Servicing Senior
present
- Perform data mining activities. ( extracting and analyzing data)
- Interpret reports, monitor/assess trends, identify process gaps, and provide summaries using management reporting tools. (Graphs, flow charts, PowerPoint)
- Travel as necessary to provide customer support and training
- Manage Mega clients with complex servicing portfolios and resolve issues in a timely manner
- Represent the organization as the principal customer contact and sometimes support training of the team
- Interact with various business areas on significant technical matters frequently requiring coordination across organizational lines to fulfill the functions of the position
- Prepare and review of documentation in addition to providing resolutions to an extensive range of complicated problems
Education
Education
Bachelor’s Degree in Business Related Area
Bachelor’s Degree in Business Related Area
Belmont University
Bachelor’s Degree in Business Related Area
Skills
Skills
- Good knowledge of basic office equipment
- Strong attention to detail and the ability to keep track of a large workload
- Ability to learn quickly in a fast-moving environment
- Strong attention to detail
- Professional approach and ability to communicate well directly with external parties such as borrowers, lenders and other agents
- Strong organisational skills and flexibility, with the ability to cope with rapidly changing priorities throughout the day
- Strong control mind set, to enhance the existing infrastructure to support increases in business
- Answer customer inquiries relating to locked status, and loan application status to ensure quality customer service
- Intermediate working knowledge of Word, Excel (Office 2010 version)
- Ability to work well under pressure and meet strict deadlines
15 Loan Servicing resume templates
Read our complete resume writing guides
1
Centralized Lending Loan Servicing Team Leader Resume Examples & Samples
- Bachelors Degree, or equivalent work experience
- Knowledge of loan closing, document preparation and servicing functions
- Knowledge of loan and retail systems
- Prior experience in financial services
- Prior experience managing and leading team(s)
- Prior experience managing a production environment
- Bachelors Degree in finance or accounting
- Associates degree or certificate in paralegal or related field preferred
2
Loan Servicing Rep Resume Examples & Samples
- A High school diploma (or equivalent) with a minimum of five years previous experience in an operations or high volume processing function
- Minimum of two year's experience in mortgage servicing, consumer finance or other related activity
- Strong oral and written communication skills; excellent analytical and assessment skills; demonstrated problem solving ability; strong mathematical aptitude
- Strong organization and follow-up skills; ability to effectively multi-task and prioritize workflow in a high-volume environment; ability to work well independently, as well as, part of a team to achieve department/ group goals
- Demonstrated ability to effectively train and guide others
- Functional and technical expertise garnered and demonstrated through time on the job and/or within mortgage servicing; above average job performance sustained over time
- Proven ability to manage more complex loan servicing activity and/or successfully navigate exception-related processes
- Strong technical aptitude to include proficiency with MS Word and MS Excel; proficiency in MS Access preferred; basic typing/ computer keyboard skills required
- Professional demeanor; tact/ diplomacy; and the ability to maintain confidentiality of sensitive information
- Flexibility to the changing requirements and priorities of the business with the ability to work varied/ alternate shifts and extra hours as determined by management/ required by the business
3
Unit Mgr Loan Servicing Resume Examples & Samples
- Minimum of 3 years previous experience in a high volume operations, processing, production or call center environment
- Previous experience in mortgage servicing or loan administration function strongly preferred
- Bachelor’s degree in Business or related area or equivalent experience
- Strong coaching and motivational skills. Ability to drive results through others to achieve unit goals. Ability to effectively train and guide others
- Strong oral and written communication skills and interpersonal abilities
- Ability to work independently, as well as team with others to achieve department/ group goals
- Strong technical aptitude to include MS Word and MS Excel; proficiency in MS Access preferred
4
Loan Servicing Rep Resume Examples & Samples
- A high school diploma (or equivalent) with a minimum of three years previous experience in an operations, high volume processing, administrative or customer service function to include previous experience in loan servicing, the mortgage industry, consumer finance or other related activity
- Strong organization and follow-up skills; ability to effectively multi-task and prioritize workflow in a high-volume environment
- Ability to work well independently, as well as, part of a team to achieve department/ group goals
- Proficiency with MS Word and Excel, as well as, pertinent mainframe systems and software packages; basic typing/ computer keyboard skills required
- Flexibility to the changing requirements and priorities of the business
- Ability to work varied/ alternate shifts and extra hours as determined by management and required by the business
5
Consumer Loan Servicing Spec Resume Examples & Samples
- Follow procedures for Indirect Processing
- Pend, complete or cite exceptions via the work queue
- Understand difference between loan and lease
- Utilize internet to determine Lien Placement as needed
- Call various state licensing agencies to determine lien placement as needed
- Call dealerships to investigate lien placement
- Document findings from research
- Utilize Microsoft Word and Excel as needed
- Recognize difference between title and UCC and when each would be needed to secure a lien
- Status loan and lease titles, and build tickler files for UCC’s as needed
- Basic reading, writing, mathematical and calculator skills
- Proven customer service skills
6
Loan Servicing Team Leader Resume Examples & Samples
- Bachelor's degree plus at least four years of relevant business experience preferred, but will accept five years of relevant, progressive business experience in lieu of degree
- Experience with Microsoft Office applications
- Proven mathematical and analytical skills
- Demonstrated business and professional writing skills
- Strong evidence of time management and organizational skills
- Able to work independently - should be able to perform work with only a limited amount of supervision
- Demonstrated understanding of Commercial Real Estate Fundamentals
- Supervisory Experience - direct staff or project management
7
Loan Servicing Spec Resume Examples & Samples
- Excellent understanding of ALS, CALS, Quest and VLS systems preferred
- Good understanding of financial management
- Excellent research and reconciliation skills
- Excellent item processing skills
8
CAF Loan Servicing Spec Resume Examples & Samples
- Excellent adding machine/data entry skills
- Excellent production skills to be able to work in a extremely fast paced environment
- Excellent item processing skills Excellent PC skills
9
Loan Servicing Rep-comm Resume Examples & Samples
- High School Diploma or GED required
- Minimum 3 years of loan servicing experience preferably as a loan boarder, payment processor or other position that requires system processing experience required
- Minimum 2 years basic computer experience required. (eg. Microsoft Word, Excel, and Outlook)
- Knowledge of banking requirements and regulations
- Must possess excellent organizational and customer service skills
- Requires in-depth knowledge of AFS and FIS or similar loan system, including maintenance changes, payments, and loan boarding
10
Mgr, Loss Mitigation & Loan Servicing Resume Examples & Samples
- Minimum six years’ experience with at least three years management experience in a medium to large size credit union or other financial institution
- Advanced knowledge and expertise in lending/share collections and recoveries
- Demonstrated strong written and verbal communication skills
- Demonstrated strong organizational skills with attention to detail
- Demonstrated coaching and leadership skills
- Demonstrated strong analytical skills
- Demonstrated experience in sub-prime collections
11
Loan Servicing Lead Resume Examples & Samples
- Minimum 2 years of supervisory experience required
- Demonstrated knowledge of all aspects of loan servicing, Regulations B, O and Z and their impact on portfolios, and core systems platforms, loan systems and outsourcing solutions applicable to the Bank’s diverse loan servicing requirements
- Good organizational, project and time management skills
- Good verbal and written communications skills
- Ability to train, provide direction, and give guidance to unit staff as needed
12
Loan Servicing Spec-check Disbursements Resume Examples & Samples
- Knowledge of Auto Finance Systems (ALS, CALS, Quest and VLS) an asset
- Good understanding of check or banking operations
- Experience with balancing proof work or teller drawer a plus
- Proven production skills to be able to work in a fast-paced environment and meet established service level agreements
- Good PC skills, familiarity with Excel, Word and executing established macros
13
Loan Servicing QC Manager Resume Examples & Samples
- Develop and manage a team that is responsible for auditing critical functions to ensure all loan servicing processes have been performed in accordance with internal and external requirements
- Analyze findings/observations identified by external agencies, such as The Fed and GSEÆs, and implement action plans to resolve identified concerns
- Stay abreast with industry best practices and the most up to date requirements around highly regulated processes, such as Regulation E, Regulation Z, Fair Credit Reporting Act, and Soldiers Credit Relief Act
- Responsbile for ensuring compliance with highly regulated processes such as Reg E, Reg Z, Fair Credit Reporting Act and Soldiers Relief Act
- Communicate relevant regulation changes to management
- Coordinate BCP plan and Sarbanes-Oxley testing for Loan Servicing
- Provide leadership with developing recommendations and action plans to eliminate or mitigate observed risks and with implementing process improvement recommendations
- Partner with compliance officers, risk management and department managers to identify and mitigate risks associated with highly regulated processes
- Collaborate with other Quality Control personnel and provide research support for findings reported to management
- Oversee the maintenance and integrity of the Quality Control matrix and plan(s)
- Responsible for monitoring individual and team productivity and quality, and providing feedback to management
- Document work performed and record deficiencies discovered throughout the course of the audit and evaluate the quality of the files audited
- Determine the potential causes of any deficiencies noted throughout the course of the audit
- Prepare a clear, concise report of significant findings, and review with the appropriate management staff
- Review responses, setting forth any corrective action taken as a result of reported findings
- Perform investigative audits and/or targeted reviews on processes having characteristics indicating a higher level of risk or fraudulent activity
- Demonstrate the ability to interact and communicate with all levels of management
- Prepare executive reports summarizing significant, recurring and vendor/employee issues and trends
- SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES
- BachelorÆs degree in business related area or equivalent work experience in related field
- Minimum of 3 years supervisory experience in Loan Servicing, auditing and/or quality assurance experience
- Thorough knowledge of the fundamental concepts related to products serviced in loan servicing and the ability to apply that knowledge in an audit function
- Strong leadership skills, initiative, analytical and problem solving skills
- Professional verbal and written communication skills and the ability to communicate with discretion, understanding when confidentiality is needed
- Ability to display a positive business presence and exercise sound judgment when interfacing with management, investor personnel, and internal personnel
- Advanced PC skills, specifically with Word, using mail merge, tables, integration with other applications, and Excel, using pivot tables, macros, spreadsheets, downloading, importing and exporting files. Experience with Access, Outlook, and Microsoft Project preferred
- Knowledge of the BankÆs and GovernmentÆs servicing program requirements
14
Loan Servicing Team Leader Resume Examples & Samples
- 10 years of loan servicing experience
- 5 years experience in a supervisory capacity
- High School Diploma or GED
- Demonstrated knowledge of all aspects of loan servicing, Regulations B, O and Z
- LI-SS1
15
RJ Bank-loan Servicing Manager Resume Examples & Samples
- Manages the development of the Mortgage and Consumer Loan Servicing department ensuring that the day-to-day operations are functioning and following the Bank’s policies and procedures while providing quality control and excellent customer service at all levels of interaction with bank personnel
- Performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; and interviewing and selecting staff
- Plans, assigns, monitors, reviews, evaluates and leads the work of subordinates
- Coaches and mentors subordinates, identifies training needs and approves development plans
- Interprets, applies and recommends changes to organizational policies and procedures
- Keeps abreast and maintains working knowledge of current business strategies
- Establishes objectives and develops processes and procedures to ensure efficient and timely work flow. Ensures that adequate internal controls and procedures are followed
- Prepares and reviews loan reporting for management. Prepares schedules for and interacts with regulators, internal and external auditors
- Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as required
- Balances conflicting resource and priority demands
- Ensures effective coordination occurs between assigned functional area and other areas
- Identifies trends and implements corrective action as necessary
- Uses financial data and performance indicators to establish control mechanisms and other improvement initiatives
- Advanced concepts, principles and practices of mortgage and consumer loan servicing
- Generally accepted accounting concepts, practices and procedures
- Ability to respond to complex inquiries or complaints from customers, regulatory agencies, or member of the business community
- Ability to relate well with others and quickly creating a working teamwork environment
- Ability to effectively present information to the Bank’s Committees, Senior Management
- Preparing and reviewing operational budgets
- Interpreting and applying policies and procedures
- Establishing operational objectives
- Developing processes and procedures for efficient and timely work flow
- Preparing management and regulatory reports
- Promoting effective coordination between multiple work groups and functional areas
- Establishing control mechanisms
- Implementing process improvement initiatives
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with many interruptions
- Perform human resource management activities
- Coach and mentor others
- Maintain currency in assigned area of responsibility
- Incorporate needs, wants and goals from different business unit perspectives into operational processes
- Gather information, identify linkages and trends and apply findings to operations
- Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes
- Prioritize and manage multiple priorities in a fast-paced, dynamically changing environment
- Work independently as well as collaboratively within a team environment
- Lead others in providing a high level of customer service
- Bachelor’s Degree (B.A.) in Business Administration and a minimum of five (5) years experience in accounting or banking operations, including two (2) years in a management position in the financial services industry
16
Loan Servicing Prf Resume Examples & Samples
- Servicer performance and compliance with terms of business: resolve errors with Servicer by deadline and within required customer service standards
- Perform reviews and assessments on servicer reconciliations
- Daily interaction with mortgage servicers to facilitate transfers of servicing transitions
- Interpret reports, monitors / assess trends, and identify process gaps, and provide summarize using management reporting tools. ( Graphs, flow charts, Power Point)
- Perform data mining activities (extracting and analyzing data to identify trends and relevance)
- Support team and department initiatives as assigned
- 3-5 years’ experience in primary market servicing ( Agency Reporting , Remitting, Custodial Account Reconciliations, Mortgage Servicing Rights sales)
- College Degree ( Finance , Business or Accounting) or equivalent experience
- Knowledge of loan servicing systems and servicing functions (Posting payments, Escrow Analysis, Corporate Advances…etc…)
- Intermediate skill level with MS Office Suite ( Word, Excel, Access, and Power Point)
- Must be able to meet tight deadlines on a consistent basis
- Previous experience with Investor Reporting (Performing and Non-Performing Loan Servicing)
- Should be highly adaptable and have the ability to navigate with confidence in a fast paced, ever-changing environment
- Must be highly analytical; will be responsible for interpreting reports, monitoring/assessing trends, and identifying process gaps
- Must be able to meet tight deadlines
17
Loan Servicing Tm Ldr Resume Examples & Samples
- Review of multifamily commercial loan documentation – ensuring that it is consistent and in compliance with Loan Commitments and Freddie Mac requirements
- Support Manager in the review and approval of team’s work product
- Assist Manager in the development of processes to support new products/complex transactions
- Independently determine and develop approach to solutions
- Interact with senior customer personnel
- Support training both within the team as well as with the customer
- Support Manager with team assignments and act as a resource to team helping to address and resolve issues
- College Degree or equivalent experience; advanced studies/degree preferred
- Typically has 8-10 years related experience
- Commercial closing and/or paralegal experience preferred
18
Loan Servicing Prf Resume Examples & Samples
- Manage clients with complex servicing portfolios and resolve issues timely
- Monitor Servicer performance and compliance with terms of business related to investor reporting, while ensuring customer satisfaction is maintained and Servicer level standards are achieved
- Perform complex financial/accounting reconciliation's
- Perform assigned adjustable rate mortgage changes and quality reviews
- Identify and resolve problems
- 3-5 plus years of experience with primary market loan servicing
- College Degree ( Finance or Accounting Degree) or equivalent experience
- Proficient use of Microsoft Office (Excel, Word, PowerPoint) and Lotus Notes
19
Loan Servicing Senior Resume Examples & Samples
- Act as liaison to other Freddie Mac departments (legal, audit, accounting/finance, etc) as required
- Develop resolution to complex problems that require frequent use of creativity
- Interpret reports, monitor/assess trends, identify process gaps, and provide summaries using management reporting tools. (Graphs, flow charts, PowerPoint)
- Perform data mining activities. ( extracting and analyzing data)
- Work on team initiatives as assigned
- Serve as the organization spokesperson on specialized projects or programs
- 5-7 plus years of experience with primary market loan servicing
- Broad application of Commercial/Multifamily mortgage standards, principles
- Advance level experience with MS Office (Word, Excel, Access and PowerPoint)
- Previous experience with Investor Reporting (performing loans and default servicing)
- Should be highly adaptable and have the ability to navigate with confidence in a fast paced, ever-changing environment work independently, problem solver
- Knowledge of securities accounting and security payment process
- Proficient use SQL query creation and retrieval
- Proficient in the calculation of Yield Maintenance/Prepayment Calculations
- Exerts considerable latitude in determining technical objectives of assignments
- Working independently without continuous direction or overseeing
- Must be organized and able to multitasks to meet competing deadlines
20
Loan Servicing Sup Resume Examples & Samples
- Identify unique features and open items for seller follow up
- Manage interaction with outside vendor
- Review Table of Contents to Mortgage file
- Validate assignment documents
- Coordinate with Asset Management on the status of post purchase documents
- Work with deal lead on mortgage file preparation
- Validate servicing file shipment
- Perform complex tasks, and resolve complex issues or requests for waivers from established procedures
- Independently determines and develops approach to solutions
- Interacts with senior customer personnel
- Supports training both within the team as well as with the customer
- 10 +years of related experience
- Able to work directly with all levels of management
- Advanced studies/degree preferred
21
Loan Servicing Senior Resume Examples & Samples
- Review of commercial loan documentation and coordination of the resolution of issues
- Ensure solutions are innovative, thorough, and practicable
- Interact with various business areas and external parties requiring coordination across organizational lines
- Minimum of 5- 7 years of related experience, paralegal and/or commercial closing experience preferred
- Experience in reviewing commercial loan documentation
- Able to meet tight deadlines on a consistent basis
- Being able to think outside of the box and flexible in times of high volume
22
Loan Servicing Prf Resume Examples & Samples
- Independently determine and develop approaches to solutions
- Represent the organization as the principal customer contact and sometimes support training of the team
- Minimum of 5 years of related experience
- College Degree or equivalent experience
- Experience in reviewing loan documentation
- Demonstrated experience in a role requiring attention to detail
- Strong communication skills and team player
23
SBA Loan Servicing Team Leader Resume Examples & Samples
- Performs post-closing loan file review on all SBA/USDA loans, ensuring that the loan was boarding correctly and accurately and in compliance with Bank and guaranteed program requirements
- Leads the daily work activities for the SBA Loan Servicing team and is a first resource for problem-solving
- Assists the SBA Loan Portfolio Director in the process improvement activities for the team
- Prepares files and documents for audits as required
- Trains new SBA Loan Servicing associates
- Will be responsible for the creation and maintenance of the SBA Loan Processing Servicing procedure manual
- Designs, revises, corrects SBA servicing letters, forms, etc. as directed
- Partners with SBA Loan Servicing team working as back-up when short-staffed or at peak workload times, or as otherwise directed
- Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required
- Bachelor’s degree preferred in relevant field
- Requires 5-7 years of SBA loan processing experience
- Prior supervisory experience preferred
- Advanced knowledge of SBA SOP and USDA requirements
- Ability to comply with Bank policy and regulations
- Experience working with SBA production staff
- Demonstrated ability to work independently
- Proficient in office software and equipment
- Ability to adapt to changes in policies and procedures
24
Loan Servicing Tm Ldr Resume Examples & Samples
- College Degree or equivalent experience; advanced studies/degree preferred. Typically has 8-10 years related experience
- Able to work directly with all levels of managementExceptional communication skills are required (verbal and written)
- Paralegal experience
- Ability to deliver exceptional business results in a team environment
25
Loan Servicing Prf Resume Examples & Samples
- Represent the organization as customer contact in sending reports and communications to obtain outstanding documents
- Review of documentation provided to assure satisfactory resolution
- Accurately update various systems
- 3-5 plus years of experience with primary market loan servicingCollege Degree ( Finance or Accounting Degree) or equivalent experience
- Proficient use of Microsoft Office (Excel, Word, PowerPoint) and Lotus NotesAbility to deliver exceptional business results in a team environment
26
Loan Servicing Senior Resume Examples & Samples
- Manage Mega clients with complex servicing portfolios and resolve issues in timely manner
- Participate in the training of Servicer as subject matter expert
- Develop resolutions to complex problems that require frequent use of creativity
- Additional duties may include area of specialization (e.g. servicer performance evaluation, bond credit enhancement disbursements, post funding mortgage disbursements, management reporting)
- 5-7 plus years of experience with primary market loan servicing.College Degree (Finance or Accounting Degree preferred) or equivalent experience
- Strong communication skills (verbal and written)
- Must be able to multitask and meet tight deadlines on a consistent basis
- Previous experience with Investor Reporting (performing loans and default servicing).Should be highly adaptable and have the ability to navigate with confidence in a fast paced, ever-changing environment work independently, problem solver
- Work independently without continuous direction or overseeing
27
BCU Loan Servicing Spec Resume Examples & Samples
- Prepare documents and update existing loan records when subsequent changes have been approved related to modifications, balloons, extension agreements
- Work closely with Business Partners and Lending Management team to assure all issues are resolved and assure compliance with regulations
- Recommend and implement changes to the lending procedures with 3rd party vendors to improve efficiency and reduce operational expenses
- Be the main contact for the frontlines for all loan related questions
- Responsible for completing operational requests from the frontline
- Log and report all loan documents
- Perform all processes related to document imaging
- Additional Project work as required
- Some college coursework preferred
- Strong knowledge of Access, Excel, PowerPoint, Word and specialized software in related field
- Must be detail oriented and have strong organizational skills
- Must have the ability to prioritize workflow and handle multiple activities
- The ability to complete tasks by following general guidelines and policies is essential
- The individual should be able to identify errors or faults in process and recommend or implement solutions
- Must be self-directed and motivated to complete repetitive tasks
- Sensitivity to confidential information is required
28
Loan Servicing Senior Resume Examples & Samples
- Prepare and review of documentation in addition to providing resolutions to an extensive range of complicated problems
- Interact with various business areas on significant technical matters frequently requiring coordination across organizational lines to fulfill the functions of the position
- Able to work directly with all levels of managementExceptional communication skills are required (verbal and written
- Must be organized and able to multitask to meet competing deadlines
29
Loan Servicing Team Leader Resume Examples & Samples
- Solid ability to multi-task
- Solid customer service skills
- Proficiency in PC skills and MS Office
- Solid analytical skills
- Solid knowledge of department computer applications and systems
- Solid written and verbal communication
- 2+ years, Experience in analysis, financial services industry or business line experience a plus
30
Loan Servicing Intern Resume Examples & Samples
- Must have at least one year of college completed, preferably in Business, Finance, Economics, or Accounting
- Must be detail oriented and have a strong sense of responsibility
- Strong PC (MS Office) skills required
- Must have strong attention to detail
- Must have strong oral and written communication skills
- Must be able to work as part of a team
- The incumbent will be required to walk, reach with hands and arms, push items overhead, occasionally climb or balance, stoop, kneel, crouch or crawl
- This position requires regular lifting and moving of up to 10-25 lbs
- This position requires adaptability, assessing, analyzing, decision making, calculating, dependability, memorizing, good judgment, memorizing, stress control, prioritization, social skills and speaking
- Incumbent must be able to understand and follow basic instructions and guidelines, complete routine paperwork, use existing form letter and/or conduct routine oral communication, communicate with individuals using a telephone, hear and speak effectively on the telephone, express or exchange ideas by means of spoken word, communicate orally with others accurately and quickly, at an audible level that others can hear. Incumbent must also have the ability to count accurately and the ability to add, subtract, multiply, divide and record, balance and check results for accuracy
31
Loan Servicing Resume Examples & Samples
- Insurance tracking for all Commercial and Consumer loans
- Correspondence, both written and verbal, with both customers and insurance companies regarding status of policy
- Provide follow up with customers regarding outstanding collateral items, (i.e. Vehicle Titles) to ensure proper lien position
- Files loan documents with the appropriate agencies to ensure the security interest of the
32
Consumer Loan Servicing Spec Resume Examples & Samples
- Review the files/accounts for accuracy, completeness and adherence by performing detailed review of necessary documentation requirements which may include functions utilizing multiple resources
- Identify and document and/or cite quality deficiencies on all loan documents to ensure adherence to applicable guidelines, procedures, regulatory and process requirements
- Perform processing and review for department product lines by increasing training and knowledge with efficient use of procedures, resources and applicable processing systems
- Maintain lines of communication with leadership, peers, and business lines. Provide timely, professional feedback with maintaining confidentiality of both customer and bank information
- Quality Review is performed accurately and efficiently with discrepancies followed up on based on selected criteria and percentages of the work completed by the product review processors
33
Loan Servicing Swap Specialist Resume Examples & Samples
- Analyze and interpret complex loan documentation, ensuring accurate system input on new, renewal and modified loans on the AFS Level III system (analysis includes proper coding structure, rate structure, billing schedules and funds disbursement)
- Perform system input of daily payment and advance requests, which includes loan analysis to ensure proper payment application or adequate availability to support advance requests
- Responsible for the subsequent servicing of the loans, which includes the necessary analysis and system input for research and maintenance requests from lending officers, relationship associates, bank customers, attorneys, audit and works with appropriate resource to resolve issues
- Perform all processing functions for Swap Loans which includes review and interpret loan and Swap documentation to ensure AFS and Swap Participating Bank are in sync
- Prepare multiple amortization schedules based on the Swap documentation
- Perform backup on all processing functions for Special Servicing including special servicing loans, SBA loans, rate option loans and borrowing base loans
- Minimum of 5 years commercial loan servicing experience which must include at least three years of loan servicing experience on large commercial credits
- AFS Level III loan system knowledge required
- Previous experience working with system generated exception and tickler reports
- Thorough understanding of Swap loans, attorney prepared loan documentation and rate option loans is required
- Interfaces well with all levels of management, employees and outside contacts using proven customer service skills
- Demonstrates the ability to remain calm under pressure; capable of proposing and accepting compromises for issue resolution
- Detail oriented; analytical skills for problem identification and resolution; excellent oral and written communication skills; ability to prioritize multiple tasks; ability to work under constant time-related deadlines
- College degree is preferred but commensurate work experience is acceptable
34
Loan Servicing Resume Examples & Samples
- Ability to work well under pressure and meet strict deadlines
- Ability to learn quickly in a fast-moving environment
- Strong attention to detail and the ability to keep track of a large workload
- Strong control mind set, to enhance the existing infrastructure to support increases in business
- Team oriented approach – ability to work across functions outside of Operations
- Highly motivated, energetic and enthusiastic
- Strong organisational skills and flexibility, with the ability to cope with rapidly changing priorities throughout the day
- Excellent interpersonal skills and self-confidence, including the ability to deal with demanding business requirements, protecting the interests and reputation of GS whilst maintaining a commercial outlook
- Professional approach and ability to communicate well directly with external parties such as borrowers, lenders and other agents
- Knowledge and previous experience of Bank Loans Servicing or Agency activity
- Knowledge and previous experience of payment processing and payment instruction maintenance
- Experience of navigating Loan Credit Agreements
35
Consumer Loan Servicing Spec Resume Examples & Samples
- Thorough knowledge of lease documentation, policies and procedures
- Ability to understand lease terminology and documentation software
- Proficient computer skills, particularly Microsoft Office applications
36
Loan Servicing Generalist Resume Examples & Samples
- 1-2 years of experience in the banking industry preferred
- Experience in Loan Operations or related lending activities a plus
- Knowledge of residential loan processing/servicing systems a plus
- Must possess the ability to work proactively and operate accurately and efficiently in a fast-paced environment with variable deadlines
- Must be able to provide extraordinary service and have fun!
37
Manager, Loan Servicing Resume Examples & Samples
- Manage the overall workflow of the Loan Servicing team to maintain acceptable service levels for booking and servicing all loans within the portfolio
- Develop internal policies and procedures, including the ongoing review and update as needed to accommodate changes in business or regulatory needs
- Perform all personnel related functions for area of direct responsibility which includes performance management, salary administration and staff development
- Establish and maintain working partnerships with the business units supported and provide a superior level of customer service consistent with the Bank’s business model
- Monitor and manage staffing needs and skills, anticipating volume growth and business needs
- Prepare and/or ensure all management reporting requirements are met, which can include project status, volume statistics, etc
- Monitor and maintain standards of loan booking and servicing to ensure audit ratings of Satisfactory or Better and provide appropriate recommendations/solutions to audit findings
- Develop, maintain and enhance working relationships with all Bank auditors and/or examiners
- Initiate and/or participate with internal and cross-functional teams on projects of varying sizes related to system enhancements, process improvements and regulatory changes
- Monitor department performance measurements and key risk indicators to ensure service levels are maintained or exceeded
- Minimum of 15 years of experience in Loan Operations, including in-depth and hands-on experience with commercial loan booking and servicing
- Working knowledge on the functionality and use of sophisticated commercial loan accounting platforms with prior experience with the FIS ACBS application strongly preferred
- Bachelor’s degree preferred or equivalent work experience
- Prior experience leading and motivating teams including recruiting, training and developing
- Extensive knowledge of all types of loan and collateral documentation
- Project management experience, including both management and participation responsibilities for planning, testing, documentation, training and implementation
- Prior responsibility for developing and implementing department level policies and procedures, as well as the quality control practices to ensure procedures are followed
- Ability to create, document and present ideas for an executive level audience
- Problem solving skills with the ability to work effectively with all levels of personnel, proposing and accepting compromises for issue resolution
- Experience with identifying operational risks and developing the appropriate mitigating controls, including the ongoing monitoring of the effectiveness of the documented controls
- Communication skills to work directly with all types of Bank auditors and examiners, including providing appropriate responses and solutions to any concerns
- Aptitude for understanding and managing system functionality and the related ongoing maintenance, development and upgrade processes
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Loan Ops Supv-loan Servicing Resume Examples & Samples
- General understanding of loan documentation
- Demonstrates good verbal and written communication skills
- Demonstrates ability to multi-task and prioritize conflicting demands
- Demonstrates good interpersonal skills and ability to coach other individuals
- Understanding of bank loan policy and regulatory compliance
- Knowledge and understanding of loan core system software
- Advanced understanding of loan documentation
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Loan Servicing Work Director Resume Examples & Samples
- Provide work direction and support to staff, including training for new employees
- Oversee and distribute workload in unit to prevent backlog of work
- Identify potential areas of exposure, including personnel, policy, procedure, and systems related issues
- Assist other departments if required due to low staffing or high volume
- Advise supervisor of staff training needs and provide unput for perfomance appraisals and counseling
- Promote team participation and support for supervisor and management. Provide operations supervision in the absence of supervisor
- Responsible for written and verbal communication with immediate supervisor and other units to resolve more complex questions or problems
- Responsible for knowing and conforming to government, investor, Bank rules and regulations applicable to the specifically assigned function
- Compile information for productivity tracking and measurement of production statistics to ensure that predetermined service standards are maintained, as directed by supervisor
- Evaluate internal / external servicing inquiries, requests, and disputes and recommend appropriate solutions
40
Director, Global Loan Servicing Resume Examples & Samples
- Coordinate distributions on distressed deals (i.e.: communicate with trustee ? often distributions are made years after the trades were closed, reconcile amounts, notify downstreams/ participants, update spreadsheets, send info to servicing group to receive/send wires)
- Close distressed loan trades ? draft confirms, draft pricing, coordinate with Agent and counterparty, work with Utilities to set up deal, maintain inventory
- Coordinate distressed counsel - choose counsel, coordinate conflict waivers with Legal, review counsel invoices , approve counsel invoices in T-360 system
- Manage confidentiality agreement process ? draft agreements and work with Legal on negotiations of confidentiality agreements
- Maintain Intralinks confi sites for names where desk is private
- Close all private equity trades that do not settle DTC
- Close bond trades that settle with documents
- Coordinate with Legal on drafting trading language and sending emails on DTC trades that require additional terms of trade
- Coordinate all public distressed amendments, voting on ballots and bankruptcy plans, plan support agreements etc
- Assist bond TAs and Operations group with corporate actions involving documents, obtain direction and signatures from desk
- Assist Corporate actions with Rights offerings (work with lawyers to pre-fund and get clients to pre-fund) and bond exchanges
- Assist in Loan on-boarding process (liaise with Sales , Utilities team and clients)
- Assist in desk lending transactions
- Ad hoc requests from Traders, Salespeople, Analysts and Legal
- The closers are charged with a risk-management role in which they review future transactions with the analysts, traders and salespeople to identify potential issues or roadblocks to settlement. The closers must use their discretion and good judgment in analyzing settlement risk as well as the escalation of issues to Legal and Compliance
- The closers assist the desk in structuring settlement strategies in an effort to minimize legal and operational risk. In this role, the closers work hand in hand with both internal and external legal counsel to insure that the firm?s franchise is protected
- The closers take an active role in resolving market wide settlement issues with the Loan Syndications and Trading Association, as well as participating in market initiatives for more efficient bank loan closings
- In addition to working very closely with the traders, analysts and salesforce, the closers also act as liaisons between the desk and various other areas of the firm including: Legal and Compliance, Credit, GCM, Controllers, Treasury, Tax and Operations
- The distressed closers manage all aspects of the confidentiality process , which includes drafting/ reviewing confidentiality agreements, maintaining the confi Intralinks sites for the desk and insuring that public / private barriers are safeguarded
- The distressed closers are also responsible for the settlement of certain securities trades such as private equity, Rule 144 A settlements and physical note transfers. They interact frequently with external legal counsel on such trades to resolve critical issues and to escalate to internal legal when appropriate
- The distressed closers draft trade confirmations, prepare pricing schedules, maintain inventory and review all documentation in the settlement process (i.e.: purchase and sale agreements, netting letters, etc.). The closers also coordinate settlement with clients, administrative agents and equity transfer agents
- Able to meet tight deadlines and has an execution-focused approach
- Ability to drive change and improve efficiency on the team
- Self-motivated and willing to assume extended responsibility
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Loan Servicing Assistant Resume Examples & Samples
- Deliver excellent customer service to internal and external customers in the execution of all assigned loan servicing duties within service level standards
- Prepare payoff quotes as written requests are received from escrow companies, branches and clients
- Receive and post incoming payoff checks and insure any overages are returned to the client
- Prepare the lien release for real estate secured loans
- Accurate and consistent performance of daily insurance functions
- Assist department with other daily functions
- Perform post-closing quality control on modified and newly funded loans
42
Loan Servicing Utility Resume Examples & Samples
- Reviews loan documentation for accuracy and completeness; monitors compliance with state and federal laws and regulations and the Bank’s lending policies and procedures
- Actively participates in assuring quality control in regards to audits and certifications
- Balances lending-related general ledger accounts; process block entries and miscellaneous corrections
- Consistently applies superior decision making techniques pertaining to inquiries, approvals, requests as they apply to existing policies and procedures, keeping within assigned approval limits
- Assists Loan Officers and other Bank personnel on department business to coordinate inter and intra-departmental activities
- Resolves inquiries or issues relating to loan documentation preparation matters
- High School or GED
- Three (3) or more years of related experience and/or training; or the equivalent combination of education and experience
- Commercial lending/Accounting/Finance experience preferred
- Intermediate skills in personal computer operation; mainframe computer (ITI) system; word processing, spreadsheet and account opening software programs (e.g., Microsoft Word and Excel, etc.)
- Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry
43
Loan Servicing Resume Examples & Samples
- Process consumer, commercial, SBA and real estate loan payments
- Release collateral on paid off loans; including re-conveyances, titles, and UCC’s
- Sort and distribute mail for the department and deliver mail to mailroom for processing. Follow up on returned items
- Scan and file loan documentation
- Order department office supplies and contact vendors for equipment repairs and servicing
- Pay invoices
- May assist with report gathering from third party vendors as needed
- Related duties as assigned. May assist others within the support area
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
- Minimum 6 months of previous clerical experience
- Ability to work in within strict timeframes and meet deadlines
- Good knowledge of basic office equipment
- Prior banking experience
- Prior title experience
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Mortgage & Consumer Loan Servicing Manager Resume Examples & Samples
- Minimum 5 years of experience in the Mortgage loan servicing industry
- Strong knowledge of rules, regulations and compliance requirements concerning mortgage servicing
- Strong Customer service skills required
- HELOC experience preferred
- Experience with FNMA and investor reporting preferred
- Strong analytical and problem solving abilities
- Effective leader with strong project management skills
- FIS and LPS system knowledge preferred
45
Loan Servicing Tm Ldr Resume Examples & Samples
- Manage Mega clients with complex servicing portfolios and resolve issues in a timely manner
- Review and approve percentage, step down and zero payoff calculations performed by seniors and peers
- Review Commercial Loan Documentation and perform Yield Maintenance, prepayment or other specialized calculations
- Act as liaison to other Freddie Mac departments (legal, audit, accounting/finance, etc.) as required
- Works independently without continuous direction or overseeing
- Serves as the organization spokesperson on specialized projects or programs
- Train teammates on department processes
- Interpret reports, monitor/assess trends, and identify process gaps, and provide summaries using management reporting tools (graphs, flow charts, PowerPoint)
- Perform data mining activities (extracting and analyzing data)
- Lead team initiatives as assigned
- 8-10 plus years of experience with primary market loan servicing (Commercial/Multifamily assets)
- College Degree (Finance or Accounting Degree) or equivalent experience
- Expert skill level in complex reconciliations
- Advanced level experience with MS Office (Word, Excel, Access and PowerPoint)
- Must understand how to deliver exceptional business results in a team environment
- Travel as necessary to provide customer support and training
- Master Servicing Experience
- Should be highly adaptable and have the ability to navigate with confidence in a fast paced, ever-changing environment. Able to work independently, be a problem solver
- Must be highly analytical; extensive critical thinking skills; able to solve problems logically and independently
- Exceptional communication skills are required (verbal and written)
- Proficient use of Microsoft Office (Excel), SQL query creation and retrieval
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Loan Servicing Resume Examples & Samples
- Provide Telephone and in-person service
- Processes payments received, verify accuracy of final title policies and record deed of trusts
- File documents and correspondence
- Maintain Loan Files
- Track and secure outstanding loan documents
- Managed image process for all mortgage loans
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Director Loan Servicing Resume Examples & Samples
- Oversee daily operations of the Customer Service Call Center and Active servicing teams
- Support and uphold the RMS Mission Statement
- Manage daily activity against production reports to ensure curtailment avoidance
- Foster and promote the proper company image at all times
- Monitor call center and Active Servicing metrics to identify patterns/trends and potential root cause issues impacting volumes and quality of customer service
- Evaluate workflows; ensure appropriate workflow coverage through scheduling of staff work hours for calls, emails, correspondence, and client programs; recommend and develop methods and procedures to maximize efficiencies and enhance service
- Manage mail, correspondence and email technology to ensure work rules, workflow and processes are working in conjunction with vendor and clients service level agreements, as needed
- Manage the Call Center and Active Servicing technology to ensure all clients/customers information is tested, accurate and reflects established private labeling
- Manage the voice response units (VRU) to promote ease of use and ensure accuracy of information, with consistent review for self-serve opportunities
- Create and ensure delivery of internal reports to clients/internal management, on a regular basis
- Develop and ensure current/accurate policies and procedures are in place; ensure adherence to risk, legal and compliance guidelines
- Ensure individual/team high quality performance as a result of efficient/accurate service through regular review of supervisory monitoring results
- Handle the coordination of hiring, terminations and staffing needs
- Oversee coaching/counseling and disciplinary actions to ensure consistent compliance with Human Resource policy and procedure guidelines
- Coordinate training needs for new hires, new products, implementations and refresher sessions, to ensure smooth transition to the company, servicing floor and to meet ongoing needs of customer’s clients and the Organization
- Work with managers across the company to provide feedback for opportunities for improvement based on contact information
- Handle executive level issues, as needed
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Consumer Loan Servicing Spec-monetary Servicing Resume Examples & Samples
- Effective verbal and written communication skills
- Accurate and efficient data entry skills
- Ability to work efficiently and accurately in a fast paced, high production, professional environment
- Strong initiative to understand processes and systems and identify gaps and opportunities for improvement
- Ability to multi-task efficiently
- Ability to handle large volumes of work while maintaining accuracy
49
Loan Servicing Spec Resume Examples & Samples
- Consult with customers regarding performance in areas such as servicing, investor reporting, delivery accuracy, custodial account management, document control, reporting, loss mitigation, and lender compliance. Assist customers in complying with guidelines and servicing and selling requirements. Ensure that disclosures are accurate
- Implement quality control measures. Conduct in-depth root cause analyses of customer problems and issues. Propose solutions. Facilitate implementation
- Conduct on-site reviews and recommend potential new customers, where applicable. Evaluate customer staff capabilities to integrate the firm's work rules with customer's servicing operations
- Advise on new, non-traditional products
- Build and improve internal and external customer relationships. Anticipate needs. Provide training when necessary
- May perform complex projects or participate as a team member on projects at the highest level of complexity
- Relationship Management experience a plus
- Analytical skills and experience preferred
- Strong servicing background preferred
- Knowledge of subservicing or servicing oversight and QC also a plus
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Loan Servicing Resume Examples & Samples
- Responsible for document, file, and collateral safekeeping by ensuring documents are accepted, transferred and handled in accordance with Bank policy and procedures
- Responsible for ensuring proper recording, receipt, and monitoring of collateral documents
- Responsible for ensuring proper execution of collateral release requests in accordance with payoff requests or other collateral transfer requests
- Responsible for monitoring and balancing Loan Servicing related ACH loan transaction and completing monthly GL account certifications
- Responsible for monitoring property taxes through the bank’s approved vendor, to include monitoring regular reports and working with various departments within WAB to report delinquencies to lender and borrower as necessary
- Ensure risk management and quality review by performing collateral review for items set up as security on loans within the portfolio as well as review on collateral monitoring activities to ensure compliance of regulatory and risk requirements
- Responsible for ensuring collateral perfection is completed in a timely manner
- Participate in various audits, especially for collateral or original document requests
- Responsible for processing of daily and monthly reports
- Actively participate in special projects as directed
- High School or GED and
- Five (5) or more years of related experience and/or training; or the equivalent combination of education and experience
- Three (3) or more years of Loan Documentation experience required
- Three (3) or more years of Collateral Perfection experience required
- Three (3) or more years of Loan Servicing experience required
- Supervisory experience preferred
- Intermediate skills in personal computer operation; mainframe computer (ITI) system; word processing, spreadsheet and account opening software programs (e.g., Microsoft Word, Excel, LaserPro etc.)
- Ability to work in a team environment as well as work independently
- Demonstrated analytical skills
- Demonstrated time management skills
- Ability to lift up to 75 lbs, frequent to constant walking, bending, squatting, turning in the knees, back, wrists and shoulders, and grasping with both hands
- Must be detail and customer service focused
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Loan Servicing Prf Resume Examples & Samples
- Monitor Servicer performance and compliance with terms of business; resolve errors with Servicer by deadline and within requested standards of customer service
- Perform complex tasks, handle priority clients (Mega Servicers), and resolve complex issues
- Act as liaison to other Freddie Mac departments (e.g. Settlement, Quality Assurance, Pricing, etc.) as required
- Interpret reports, monitor/assess trends, and identify process gaps
- Minimum 4 years of experience with primary market loan servicing
- General knowledge of loan servicing systems
- Experience with MS Office (Word, Excel, and PPT)
- Previous experience with Investor Reporting
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Global Loan Servicing Resume Examples & Samples
- Management of team completing day-to-day processing, such as payment reconciliation, servicing oversight, and resolve vendor escalations
- Support trading desk and primary desk as needed
- Train Employees
- Must have prior management experience managing a team of 5+ people
- Must be able to work under pressure and tight deadlines
- Must be willing to work OT as needed
- Prior Loans experience preferred
- Must be able to multi-task and prioritize workload for the team and themself
- Train employees
- Manage risk and controls
- Must be able to write and procedures and checklists
53
Loan Servicing Admin Resume Examples & Samples
- Accounting experience
- Excellent communication skills in dealing with escalations
- Solid technical skills with Excel (Advanced), SharePoint, Access
- Quality assurance experience
54
Loan Servicing Administrator Resume Examples & Samples
- Efficient organizational, writing and client/customer communications
- Strong analytical and problem solver skills
- Effective prioritization of multiple tasks, balancing quality and
55
Loan Servicing Change Manager Resume Examples & Samples
- A solid understanding of how people go through a change and the change process
- Experience and knowledge of change management principles, methodologies and tools
- Exceptional communication skills – both written and verbal
- Excellent active listening skills
- Ability to clearly articulate messages to a variety of audiences
- Ability to establish and maintain strong relationships
- Ability to influence others and move toward a common vision or goal
- Flexible and adaptable; able to work in ambiguous situations
- Resilient and tenacious with a propensity to persevere
- Forward looking with a holistic approach
- Organized with a natural inclination for planning strategy and tactics
- Problem solving and root cause identification skills
- Able to work effectively at all levels in an organization
- Must be a team player and able to work collaboratively with and through others
- Familiarity with project management approaches, tools and phases of the project lifecycle
- Experience with large-scale organizational change efforts
- 5-10 years as a Change Manager / Continuous Improvement Leader
- BA/BS degree or equivalent work experience; advanced degree preferred
56
Loan Servicing Work Director Resume Examples & Samples
- Strong working knowledge of MSP is highly preferred
- This position typically requires 1 to 2 years of post-high school education and 3 to 5 years of technical experience and working knowledge of real estate, mortgage, investor and bank policies
- 6 months to 1 year of work direction or team lead experience
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Global Loan Servicing Letters of Credit Resume Examples & Samples
- Perform day-to-day processing of transactions associated with Letters of Credit such as Issuance, Amendments, Fees, Draws, and Cancelations
- Maintain and abide by detailed and standardized procedures and controls over daily processes
- Recognize and escalate issues to actively mitigate the risk to the Firm
- Understand and anticipate client and business unit needs across divisions/globally in order to provide excellent service
- Prior Commercial Loan or Letters of Credit work experience is preferred
- Experience relating to daily processing, demonstrating an understanding of prioritization and time management
- Interpersonal skills, ability to build and maintain strong relationships within the GLS dept. and across business units
- The candidate should clearly demonstrate a high level of self-motivation to pursue operational excellence
- Ability to work independently and in a fast paced environment
- Delivery focused with the ability to meet tight deadlines
58
AVP, Consumer Loan Servicing Manager Resume Examples & Samples
- Maintain and service loan portfolio of approximately $3 billion of mortgage, Heloc and other consumer personal loans, by managing the timely accounting and servicing from booking through pay-off
- Management responsibilities include, but are not limited to: decisions on hiring, completion of performance evaluations, training, coaching, disciplinary actions and terminations, addressing employee concerns, monitoring productivity of staff and time off/leave schedules, approving timesheets and other related tasks
- Analyze processes and workflows to enhance efficiencies, timeliness, and appropriate segregation of duties
- Develop action plans, procedure, and detailed training materials and ensure that all process and functions are documented
- Remain current on all mortgage loan servicing related regulations and operational procedures, ensuring staff training is completed, and compliance with changes as required
- Provide technical and functional expertise for use of front end origination system for interface to loan servicing system
- Maintain the loan portfolio in the core banking system (FIS Insight) to ensure accurate data integrity and compliant servicing with various regulatory, investor, governmental, and corporate requirements
- Ensure the accurate and timely reporting and remittance of payments of loans sold to Freddie Mac and others
- Responsible for following the procedures and accurate accounting and entry of loans purchased and manages third party relationships and operations with sub-servicer(s) to ensure Servicing Agreements are followed as expressed for the benefit of the company
- Ensure accurate completion of monthly certification of various GL’s and bank accounts
- Ensure exceptional internal and external customer service
- Participate in compliance & audit, and other related enterprise-wide initiatives
- Establish and measure service level standards of team with metrics reporting and accountability measures
- Education: College degree or equivalent in related experience
- Experience: Minimum 7+ years of experience managing a consumer/mortgage loan servicing department at a mid-size or large lending institution; thorough knowledge of Mortgage, Heloc/consumer loans products and servicing; thorough understanding of Freddie Mac Investor reporting; knowledge of loan origination systems’ and interface to servicing system; knowledge of state and federal banking regulations and procedures with regulatory requirements including but not limited to: CFPB, FCRA, HMDA, RESPA, Reg Z, SCRA, TILA, UDAAP, HOPA
- Skills/Ability: Strong leadership and staff management skills including performance management and establishing job requirements and expectations; excellent verbal and written communication skills; hands-on experience of a windows-based loan accounting system; experience with FIS IBS Insight mainframe loan accounting systems preferable but not required; proficient computer skills
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AVP Loan Servicing Resume Examples & Samples
- Have a record of achievement in leading large teams that perform highly specialized functions
- Be a change leader, and one who helps teams understand, embrace and drive change
- Be action-oriented, intellectually curious, and results-driven
- Have experiences that demonstrate a preference to work collaboratively with other business units, stakeholders, and all levels of leadership to achieve shared objectives
- Provides tactical and strategic direction for Cash Management processes to ensure production results meet/exceed expectations related to investor guidelines, regulatory compliance, and state and federal law as applicable
- Staffs, develops, and regularly engages large groups of team members, enabling them to consistently meet production and quality expectations
- Manages payment lockbox and other payment remittance vendors, holds those vendors accountable for meeting service levels, and regularly publishes vendor performance reporting to business partners
- Identifies and implements process efficiencies to improve quality and reduce errors and other defects
- Uses a variety of data sources to understand the root cause of process errors and consumer complaints, acts with a sense of urgency to implement business process, policy, communication, and/or technology changes to resolve those issues
- Builds and maintains effective and collaborative relationships with all areas of Ditech Servicing and loan production areas
- Applies strategic business thinking to analyze complex issues, quickly identifies risk, and sets and communicates a compelling vision
- Partners with project management and IT for technology improvements; exhibits a fundamental understanding of how to leverage technology to support ongoing improvements and controls
- Prepares management reporting as required
- 10+ years in leadership roles in financial services operations, with a preference for mortgage servicing experience using the MSP servicing platform
- Experience managing large and diverse work groups of predominately non-exempt employees
- Superior communication skills (verbal and written)
- Strong interpersonal and problem solving skills with a demonstrated ability to work across business groups to achieve objectives
- Accomplishments demonstrate strong financial and technology acumen
- Able to travel as necessary (10% or less)
- Ability to effectively work under pressure, managing multiple priorities in a team environment
- Preferred: Previous leadership experience in directly managing a payment lockbox provider, and/or other relevant leadership experience working with payment remittance providers
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Loan Servicing Sup Resume Examples & Samples
- Perform Master Servicing functions related to CMBS or K-Deal Securitizations, reconciling Loan Periodic and Remittance data with cash received from Primary Servicers and reporting and remittance to Certificate Administrator/Trustee
- Audit Servicer P&I and T&I custodial accounts and resolve discrepancies with Servicer
- Monitor Servicer reporting, cash flow and credit risk mitigation
- Perform complex tasks, handle priority clients (Mega Servicers), and resolve complex issues or requests for waivers from established procedures
- Act as liaison to other Freddie Mac departments (e.g. audit, legal, accounting, tax, marketing etc) as required
- Receive assignments in the form of objectives and determines how to use resources to meet schedules and goals
- Supervise subordinates within the latitude of established company policies
- May recommend changes to policies and establishes procedures that affect immediate organization's operation
- Act as an advisor to subordinates to meet schedules and/or resolve technical problems
- Develops and administers schedules, performance requirements; may have budget responsibilities
- Often must lead a cooperative effort among members of a project team
- Manages the coordination of the activities of a section or department
- Master Servicing or similar experience
- 8+ years related experience
- Management experience is highly preferred
- Project management experience/skills
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Loan Servicing Resume Examples & Samples
- Perform financial analysis, property inspections, mini-appraisals, loan reviews, and lease approvals
- Perform complex financial and spreadsheet analysis and modeling
- Compile packages on modifications, assumptions, and secondary financing requests
- Prepare yield maintenance, account reconciliations, and other payoff calculations
- Requires frequent travel to visit collateral sites
- Minimum 1-3 years of knowledge and experience in the commercial mortgage and/or commercial real estate industry
- Argus experience preferred but not required
- Excellent organizational, interpersonal, and communication skills; able to interface with management and borrowers
- Ability to be an independent worker with a team player attitude
- Ability to prioritize and ability to work on multiple projects simultaneously
- Intermediate working knowledge of Word, Excel (Office 2010 version)
