Mortgage Banking Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the mortgage banking job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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S Prosacco

Shania

Prosacco

738 Geovanny Brooks

Boston

+1 (555) 667 0095

738 Geovanny Brooks

Boston

Phone

p +1 (555) 667 0095

Experience Experience

Philadelphia, PA

Mortgage Banking

Philadelphia, PA

Considine-Nicolas

Philadelphia, PA

Mortgage Banking

Performance Management – Coach, train, counsel, and recognize employees to motivate and drive continuous performance improvement
Provide assistance to department management in the development and publishing of trending analysis, and reporting
Work with Operations Division, Change Management and support teams to help improve efficiency and effectiveness of change management execution
Assist with coaching, and providing feedback/data on quality and trends for Team Manager to execute against monthly/yearly One on Ones
Establish strong relationships with management in Mortgage Bank and related control groups such as Risk Management, Compliance, and Audit colleagues
Participates in establishing performance measures, productivity goals and identifying opportunities for improvement
Escalates and resolves execution issues and partners with the Change Management Release Management team to manage the overall execution calendar

Philadelphia, PA

Ccb-mortgage Banking

Philadelphia, PA

Goodwin-Walker

Philadelphia, PA

Ccb-mortgage Banking

May also help develop restructuring plans to assist clients in resolving delinquency and avoiding foreclosure
Train staff members, conduct performance reviews, and make recommendations regarding corrective actions and dismissals
Demonstrated knowledge of the definition of Risk Management, and the frameworks used to identify inherent risk, control effectiveness, and residual risk
Become a thought leader in the mortgage default modeling and customer assistance space
Background in change / strategic management and planning
Ensure the on-time and effective execution of the Risk strategic plan which includes developing a more customer centric risk delivery
Conduct root cause analyses and oversee the implementation of control enhancements necessary to manage operational losses and risk events

present

Philadelphia, PA

Mortgage Banking Correspondent

Philadelphia, PA

Robel-Beahan

present

Philadelphia, PA

Mortgage Banking Correspondent

present

Manage performance of team through proactive coaching, training and supporting employee development
Maximize productivity and efficiency of the team by monitoring and managing work queues, assigning and adjusting workflow as volume dictates
Manage team performance related to service delivery, quality expectations and productivity benchmarks
Achieves and exceeds work goals for productivity, quality and turnaround time
Prioritizes workflows
Applies knowledge of mortgage servicing process and/or Chase credit underwriting guidelines
Applies relevant technical and computer expertise

Education Education

Bachelor’s Degree in Business

Indiana University

Bachelor’s Degree in Business

Skills Skills

Skills: Project management, delegating, process management and follow-up, problem solving
Strong analytical skills, ability to achieve challenging goals
Ability to monitor and report operational statistics and management reporting as defined
Superior verbal and written communication skills, interpersonal skills, and excellent telephone etiquette
Advanced ability to organize and multi-task in a fast-paced environment; possess ability to prioritize workload and operate effectively and efficiently with minimal supervision
Tact and good judgment in confidential situations and proven experience interacting with senior management, customers, and vendors
Ability to meet deliverables and function calmly in situations of high stress and tight timetables
2+ years of SQL writing experience (T-SQL or Oracle)
2+ years of experience with various SQL related platforms (i.e. Toad SQL, Toad Oracle, SSMS, Visual Studio 2010 or later with BIDS)
Proven track record with regards to problem-solving from technical/logical perspective

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Mortgage Banking Dialer Collectors Resume Examples & Samples

Collect past due mortgage accounts
May also help develop restructuring plans to assist clients in resolving delinquency and avoiding foreclosure
Quality and protecting the customers' privacy are paramount. Follow detailed quality procedures
At least six months of telephone customer contact experience preferred
Ability to complete repetitive tasks over a long duration of time

Mortgage Banking Resume Examples & Samples

Serve as the primary contact for customers and approved third parties; including but not limited to investors, attorneys, trustees and the courts
Respond to customer inquiries regarding mortgage defaults and loss mitigation options
Manage customer requests concerning modifications at all stages of the process by acting as liaison with all necessary parties
Oversees customers trial plan adherence and completion
Prepares customers file for Underwriting: Reviews and perfects all documents provided by customer to ensure the file is complete, accurate and adheres to regulatory requirements
Submits files to CA Ops Specialist for final review prior to submitting file to underwriting
Assists in problem resolution: Researches issue customer loan issues to determine resolution needs
Negotiates payment arrangements and advises of consequences of delinquency
HS Diploma or equivalent required, college preferred
Minimum one or more years in Loss Mitigation, Underwriting, Foreclosure, Bankruptcy, Loan Originations and/or REO Collections is strongly preferred
Two or more years in a sales and/or customer service background is strongly preferred
Very good analytical, interpersonal and critical thinking skills; ability to anticipate problems and resolve quickly
Ability to run several systems and move from one technology platform to another
Very strong verbal communication and customer service skills required

Mortgage Banking Resume Examples & Samples

High school diploma or equivalent is required, business degree preferred
Underwriting experience preferred
Minimum 5 years of experience in the mortgage lending/servicing business or appraisals
Strong technical skills (Microsoft Office, SharePoint, etc.)
Strong communication skills (written and oral)
Detail oriented with control focus
Work well under pressure

Mortgage Banking Resume Examples & Samples

Review legal documents for accuracy and compliance with procedures and guidelines
Execute legal documents in compliance with procedures and guideline
One year of financial services operations experience (i.e. mortgage, legal documents, default, asset recovery) preferred
Prior default (Bankruptcy, Foreclosure) knowledge/experience preferred

Mortgage Banking Resume Examples & Samples

Experience in mortgage loan processing (conventional and government, purchase and refinance, FHA/VA). Minimum 1-2 years of experience preferred
Ability to manage pipeline daily while meeting monthly production and quality goals
Excellent written and verbal communication skills preferred
Minimum 1 year of computer experience preferred, preferably with automated originations system

Mortgage Banking Resume Examples & Samples

Develop New Business
Drive high quality borrower leads that result in annual territory production volume of $150-$300M
Demonstrate industry knowledge and professionalism
10 years experience in a business development sales role with a proven track record in establishing new business with F1000 companies, US Government Agencies and Relocation Management companies
5 years experience in the Relocation industry
Established industry contacts
Knowledge of home lending industry, including all aspects of origination, fulfillment, products and secondary marketing
Up to date knowledge of economic, housing and relocation market environment and critical factors affecting the mortgage and relocation industry
Extensive knowledge of the business drivers and factors influencing profitability, quality and compliance with laws and regulations
Strong communication, presentation and relationship building skills
Understanding of Relocation policies and benefits and how they relate to the mortgage process
Solid performance in team atmosphere
Ability to act independently and make decisions with minimal supervision
Demonstrated ability to manage multiple priorities simultaneously
Strong attention to detail and follow through
Requires a Certified Relocation Professional (CRP) designation from the Worldwide Employee Relocation organization
Global Mobility Specialist (GMS) designation a plus
Meet CRP and GMS continuing education requirements of 30 credits every 3 years

Mortgage Banking Resume Examples & Samples

Minimum 5 to 10 years in a sales, operations or client management environment for delivering home mortgages
Knowledge of mortgage originations, processing, underwriting and closing processes
Proven track record and verifiable reputation related to high customer service delivery
Demonstrated ability to manage multiple priorities simulataneously
Strong communication, presentation, and relationship building skills, as well as demonstrated client and/or borrower service success
Experience with direct billing of closing closts and subsidy set up and administration
Certified Relocation Professional (CRP) designation from the Worldwide Employee Relocation organization

Lead Generation Manager Mortgage Banking Phoenix Resume Examples & Samples

Prefer 5+ years of Mortgage Sales experience
Prefer College Degree
Prefer experience working within an outbound and/or call-center sales environment
Adaptability, flexibility, experience working in a quickly changing environment, experience and appetite for building something
Leadership and management skills

Prop Pres Senior Specialist Mortgage Banking Gahanna Resume Examples & Samples

Previous mortgage reconciliation experience
Paralegal Certificate preferred
Minimum of one year property preservation, hazard, or high risk experience
Demonstrated skill with MSOffice and Home Lending Servicing Systems required
Excellent working knowledge of Access database and Excel required
Strong knowledge of all 3 different Chase Mortgage Portfolio's and their servicing systems
Excellent organizational, interpersonal, detail oriented, and problem solving skills
Strong analytical, problem solving, research, and decision making skills
Excellent oral and written communication skills to all levels
The flexibility to work Overtime as dictated by business needs
Must be goal and result oriented
Strong leadership skills and the ability to multi-task in a fast-paced environment
Enhance reporting strategy efforts
Ensure issues are identified, tracked, reported on and resolved in a timely manner
Demonstrated organizational skills and the ability to prioritize responsibilities
Ability to maintain professionalism at all times along with presenting a professional

VP for Mortgage Banking Operation Resume Examples & Samples

Manage department workflow - monitor daily productivity, ensure proper controls and procedures are followed, make staffing and workload adjustments based on loan volumes, and ensure that all activities are completed within the service level agreements
Manage relationships with domestic and international business partners maintaining open communication lines and ensuring strategic partner satisfaction
Continuously monitor, analyze, and maximize productivity and accuracy through streamlining, redesigning, and managing the implementation of redesigned processes. Establish an environment of continuous improvement while reducing operational costs
Manage risk and control in the line of business and continuously monitor compliance to regulatory requirements in all areas of the business
Manage personnel issues, including interviewing and hiring, setting performance expectations, conducting performance reviews, motivating, and resolve problems/issues, including progressive discipline
Manage financial goals by reviewing expense reports, monthly budget performance reports, forecasting expenses, and making necessary adjustments
Ensure quality, productivity and turn time service levels/key performance indicators are met or exceeded
Provide leadership and performance management to direct reports with emphasis on staff and skill development, while reinforcing organizational culture of managerial accountability and employee engagement
Benchmark and exceed performance against internal and industry standards
Four-year college degree or equivalent experience - degree in Finance, Business Management, or Operations Management preferred
Minimum of 7 - 10 years operations management and leadership experience - prefer international management experience
Minimum of 5 years Mortgage Default industry experience is preferred
Strong knowledge of the Mortgage Servicing business, including Prime, Subprime and Home Equity areas of Bankruptcy and Foreclosure, Loss Mitigation, Legal, Credit Risk Management, Default Resolution and other areas of Default Servicing a plus
Experience with startup sites and successfully building a site from the ground up
Proven track record of managing budgets and high production volumes while maintaining high quality, and compliance standards
Strong leadership skills with demonstrated success in managing complex operational functions for world class performance
Excellent team development skills and change management skills
Proficient in setting strategic direction and execution. Proven ability to deliver business results and demonstrate continuous improvement. Experienced at implementing positive change across multiple functional groups, and implementing innovative solutions as appropriate
Strong written and verbal communication skills with ability to communicate to all levels of organization

Mortgage Banking Document Senior Specialist nd Shift Resume Examples & Samples

Excellent organizational, prioritization and problem solving skills
Ability to maintain attention to detail in a fast paced environment
Ability to Multi-task and produce results in a fast-paced and deadline oriented environment
Strong PC skills (proficient knowledge of Windows XP, MS Word, Excel
Advanced ability to organize and multi-task in a fast-paced environment; possess ability to prioritize workload and operate effectively and efficiently

Ccb-mortgage Banking Resume Examples & Samples

Drive a culture of risk awareness and proactive risk identification and assessment within the business
Lead the identification and quantification of emerging risks or changes in existing risks and work with business partners to implement or enhance controls to effectively manage risk exposures
Influence the implementation of proactive risk management strategies through the aggregation of data from multiple sources including loss event statistics, RCSA results, subject matter expertise inputs, and external information
Monitor and measure significant risk exposures and provide proper escalation to business management, Risk and Control teams using risk metrics as quantitative measures of risk
Develop effective reporting on risk exposures, risk trends and themes to appropriate levels of management
Conduct root cause analyses and oversee the implementation of control enhancements necessary to manage operational losses and risk events
Serve in a leadership capacity in various Corporate Risk and Line of Business meetings related to risk and control matters
Lead, or participate in, other operating risk and control initiatives as assigned
Seven+ years of relevant experience in Risk, Business Operations, Business Process Improvement, Audit or Compliance
Prior experience in operational risk or process change management desired
Demonstrated knowledge of the definition of Risk Management, and the frameworks used to identify inherent risk, control effectiveness, and residual risk
Ability to understand and interpret risk positions and provide strategic guidance to executives on potential solutions in an effective manner
Excellent communication skills, both written and verbal
Demonstrated ability to influence business partners so that the appropriate business outcomes are achieved
College degree required; MBA or MS preferred

Mortgage Banking Resume Examples & Samples

Create intuitive, automated, and accurate Cognos reports
Interpret business specifications and process MIS requests by creating, altering, or improving reports as well as process Ad Hoc reporting data requests
Perform “SIT”/ data integrity checks before handing over reporting for User Acceptance Testing
Manage Cognos Jobs and Report Distribution
Update objects in Cognos Framework and Publish Packages
Create complex queries in Cognos Report Writer or Framework Manager
Must work closely with Finance Analyst and Business customers to integrate reporting solutions into process to gain efficiencies, add controls, and update turn times
Create logic page for reporting to provide what the reporting elements or logic meaning
Provide the right level of Cognos Security to the Reports and Packages
2-4 years working with the Business, writing Cognos Reports, and writing queries
4-6 years overall as a report writer including work with MS Access and Excel Spreadsheets or BI tools
Bachelor's degree in business or finance and/or technical certification in SQL and report writing tools
Candidate must have good communication skills and be a great team player
Candidate must be able to work independently with little supervision in a fast-paced environment but understand work queue management

Mortgage Banking Master & Sub Servicing Manager Resume Examples & Samples

Execution of the impact assessment of all obligation changes in partnership with relevant Risk, Control and Compliance SME’s
Execute the change management processes from impact assessment through required change tracking and closure validation
Maintain the subservicer vendor manual
Enhance and execute internal QA processes over key control activities and perform ongoing evaluation for process and control improvements
Partner with the Controls organization to update the RCSA risk and control matrix to reflect current control environment as appropriate
Act as the point of contact for ongoing effectiveness testing by the Controls organization and assist in management of other third party exams of the program
Communicate status of all assessments and implementation plans to management and stakeholders
Maintain mapping of TPSO and subservicer testing coverage to applicable regulations
Own updates to RCSA and RCM, monitoring impacts to RCSA or established processes as a result of obligation changes
7+ years Operational Risk, Compliance, Audit or Operational Change Management experience. Experience must be at senior manager level, or equivalent, or above
5+ years experience in mortgage banking industry with a strong emphasis on servicing preferred
Solid understanding of audit and control processes
Excellent relationship management and communication (oral and written) skills for Executive leadership audiences
Ability to work under stringent deadlines stressing urgency to achieve monthly goals with expected quality and in accordance with required policies and procedures
Strong data analytical and database management skills
Demonstrated ability to develop and understand performance metrics, analyze performance trends and implement changes to improve operating efficiency and organizational performance
Strong MS Office suite skills (Excel, Word, PowerPoint)
Highly motivated and self-directed

Mortgage Banking Resume Examples & Samples

Applies knowledge of mortgage servicing process and/or Chase credit underwriting guidelines
Demonstrates high proficiency in the review of loan underwriting and modifications documentation to ensure compliance with investor requirements (e.g. loan documents, appraisals, etc)
Demonstrates proficiency in analyzing extremely complex financial information including calculation of income and debt ratios, verification of assets, collateral review and credit review
Displays customer service excellence
Highly developed verbal and written communication skills as well as excellent teamwork with internal employees and external customers/business partners
Minimum of 5 years experience as residential mortgage underwriter
Expert knowledge of complex personal and business financial analysis and an expertise in tax return, balance sheet analysis including cash flow and self employment income analysis
Excellent analytical and decision making skills
College degree in business and/or equivalent work experience preferred

Mortgage Banking Resume Examples & Samples

Bachelor's degree preferred with a focus on Business Administration, Accounting, Finance or related business discipline
Microsoft or equivalent certification required
Expert level experience with all core Microsoft Office, Visual Basic, Crystal Reports, Oracle based databases, SQL, and SharePoint is expected with at least 2 years of prior work experience using these applications
Strong leadership, team building and negotiation skills. Must be able to handle multiple priorities/projects effectively while working in a dynamic and fast-paced environment
Must have strong analytical and problem solving skills and understand the related impact on the business, external customers and investors
Prior experience with mortgage servicing systems and various software applications is highly recommended
Must work well independently and with a team
Understand and monitor internal controls and policies

Mortgage Banking Credit Resume Examples & Samples

Compilation of monthly, quarterly, annual and ad-hoc reporting/forecasting related to Mortgage Banking credit-related activity
Preparation and review of 10Q/10K reporting submissions
Compile and present complex information in a clear and concise fashion
Minimum of a bachelor’s degree in accounting and/or finance
CPA is a plus although not required
Relevant product and/or control experience, with specific knowledge of credit-risk related topics preferred
Experience in banks, financial institutions or large service providers to banks/FIs is preferred
Experience working in an environment that requires attention to detail and the adherence to strict rules and standards required
Solid qualitative and quantitative skills necessary
MS Office suite, Essbase, SAP, and data handling proficiency preferred
Strong analytical and problem-solving skills, as well as excellent verbal and written communication are must, as this position routinely interacts with employees at various levels
Highly disciplined individual, self-motivated, high-quality result focused under tight deadlines with the ability to work independently as well as in a cross functional team environment
Ability to build relationships with a diverse group of both technical and non-technical resources
Ability to streamline existing process and create new reporting processes
Control mindset

Mortgage Banking Assumption Resume Examples & Samples

Strong customer focus with the ability to answer inquiries, provide information, consult with customers and manager difficult customer interactions
Strong PC skills with the ability to multi-task while on the phone
Ability to quickly comprehend information from oral and written documentation
Excellent written and verbal communication

Chase Mortgage Banking Resume Examples & Samples

Experience working in a retail bank, cross selling to mortgage customers
Proven track record of successfully managing 10 or more remote Mortgage Bankers
Ability to successfully recruit, interview, hire, develop and retain Mortgage Bankers
Excellent written and oral communication skills

Mortgage Banking Correspondent Resume Examples & Samples

Adheres to all Chase Fair Lending practices
Analyzes difficult and challenging problems and identifies potential or innovative solutions, identifies documentation deficiencies within review and communicates findings with clarity
Keep up to date on all credit policy changes that impact underwriting
Strong verbal and written communication skills as well as excellent teamwork with internal employees and external customers/business partners
Prioritizes workflows
Demonstrates a determination to get the job done right the first time while ensuring loan decisions meet all program and product specifications
Minimum of 3 years experience as a residential mortgage underwriter

Mortgage Banking Correspondent Resume Examples & Samples

Anticipates problems; sees how a problem and its solution will affect other teams; gathers information before making decisions; weighs alternatives to arrive at reasonable decision
Maximize productivity and efficiency of the team by monitoring and managing work queues, assigning and adjusting workflow as volume dictates
Minimum of two years of mortgage banking U/W supervisory level experience
Minimum of five years mortgage banking experience (specifically in Underwriting and/or MB Operations)
Thorough knowledge of MI policies
Thorough knowledge of complex personal and business financial analysis and an expertise in tax return and balance sheet analysis, including both cash flow and AGI methods
Knowledge and proficiency in all levels of mortgage underwriting including Agency, Jumbo and Super Jumbo lending
Knowledge of FHA/VA a plus but not required

Mortgage Banking Resume Examples & Samples

Work with various business lines to define, translate and document requirements for reporting
Create reporting using SQL (T-SQL or Oracle) with various delivery methods – SSRS/SSIS, Excel and Sharepoint
Assure the integrity of data, through extraction, manipulation, processing, analysis and reporting
Develop, test, implement and maintain reporting (regular production or on demand)
2+ years of SQL writing experience (T-SQL or Oracle)
2+ years of experience with various SQL related platforms (i.e. Toad SQL, Toad Oracle, SSMS, Visual Studio 2010 or later with BIDS)
Proven track record with regards to problem-solving from technical/logical perspective
Detail oriented coupled with the ability to show initiative, good judgment, and resourcefulness
Intermediate knowledge with the Microsoft Office Suite (i.e. Excel functions, pivot tables, and charts, MS Access queries and objects, VBA for MSOffice)
Ability to operate in a collaborative and cooperative environment and must possess interpersonal skills necessary to work effectively with colleagues at various levels of the organization
Must possess the ability to work and research/resolve issues independently while sharing best practices and knowledge with colleagues
Able to organize/manage multiple priorities and projects coupled with the flexibility to quickly adapt to ever changing business questions and needs
Solid oral and written communication skills

Mortgage Banking Resume Examples & Samples

Work with Business Analyst to define and document requirements for reporting
Create reporting using Oracle, MS SQL and SSIS/SSRS tools for management
1-2+ years of MS SQL experience and MS development reporting tools
1-2+ years of experience with Oracle development reporting tools
Proficiency within the Microsoft environment and experience with Excel functions, pivot tables, and charts
Willingness to commit to working extended hours as deadlines require
Knowledgeable of Mortgage industry Experience supporting a call center environment
Experience working with Telephony data (Auto-dialers(ASPECT), ACD, IVR, Avaya CMS)
Collections experience in operational or support capacity
Experience with SSRS reporting tool

Mortgage Banking Resume Examples & Samples

1-3 years of mortgage default background and analytical support
1-3 years experience with MSP (Fidelity) a plus
Proficiency in SQL, SSRS, Tableau and Oracle environments is required (use of tools like TOAD & SQL plus)
Expert proficiency with MS Excel (Pivot tables, VBS, forecasting) and other MS Office products
Expert in Oracle/Teradata reporting programming
Advanced analytical, mathematical, and quantitative skills
Strong presentation skills including verbal and written
Detail oriented with strong organizational, technical and problem solving skills and decision making abilities

Mortgage Banking Resume Examples & Samples

Bachelor's degree in a quantitative field such as Finance, Economics, Statistics, Mathematics, Computer Science, or 4 years equivalent business experience
5+ years experience in mortgage banking or master servicing environment strongly preferred
Proficient and able to perform complex technical tasks using business applications, including MS Office applications such as Excel, Word, PowerPoint, Visio and Access preferred
Knowledge of mortgage servicing systems strongly preferred
Must work very independently and be able to make tough decisions within the general framework of corporate, regulatory and investor policies
SBO 2000 experience strongly preferred
Expert level experience with all core Microsoft Office Applications
Experience with SQL
Understanding of technical architecture and coding (i.e. SQL, VBA)
Utilization of data extraction programs such as TOAD, BKFS Passport

Mortgage Banking Resume Examples & Samples

At least eight years of marketing experience
Strong project management, communications, multi-tasking, leadership skills
Substantial marketing functional knowledge required
Advanced abilities to understand and manage P&Ls
Prior client management experience is preferred
Strong communication skills and ability to work independently is required
Prior financial services work experience is preferred but not required
Must have the ability to work effectively across the organization
Credit card experience strongly preferred, but not required

Mortgage Banking Resume Examples & Samples

One (1) year Call Center experience preferred
Ability to plan and prioritize work load to meet deadlines
Familiarity with standard office equipment

Mortgage Banking Resume Examples & Samples

1-3 years experience in Default Servicing
Strong work ethic and experience working in a fast paced environment
Proficient computer skills and willingness to learn and adapt to complex processes and requirements
Prior Bankruptcy knowledge a plus
Bilingual in Spanish a plus

Mortgage Banking Resume Examples & Samples

Bachelor's degree (or equivalent experience) in Finance, Economics, Statistics, Math, Business Administration, Computer Science, or related discipline strongly preferred
Demonstrated, in-depth knowledge of Loan Operations knowledge of Chase systems
Develop alternative solutions to complex problems, think outside the box, and recommend the best solution
Able to communicate effectively to an audience including senior management
Ability to plan, organize, and guide a project from inception through multiple timeline milestones all the way to completion
Proficiency within the Microsoft Office suite Ms Access, PowerPoint, Excel functions including Advanced SQL development and Visual Basic programming skill strongly preferred
Strong oral and written communication skills. Expresses thoughts and ideas clearly and concisely
Independent logical problem solver; analytical ability to synthesize data and project outcomes
Maintains the highest standards of honesty, fairness and ethics. Will be exposed to confidential information
Keeps others informed of key business information, issues decisions and action
Adapts well to increasing scope and complexity of work brought on by business growth

Mortgage Banking Resume Examples & Samples

Delivering Results – Strive to set and understand goals and work to reach short-term goals and support long-term strategy
Communication - Share information, concepts and opionions with others that results in clear understanding and desired outcome. Also, the ability to answer complex inquiries, provide information, consult with customers and manage difficult customer interactions
Problem Solving -Identifies business issues which require an analytical solution, utilizes business knowledge to identify the root cause of business issues and to propose solutions
Organization and Data Analytics: demonstrating the ability to understand financial concepts and analyze financial data; understanding business principles
Technical Knowledge: Performs advanced technical tasks, using tools such as Excel or SAS. Has advanced familiarity with internal technology systems
Ability to Learn and Follow Procedures: Demonstrates the ability to learn and apply a series of steps, rules, or guidelines needed to perform a specific task, responsibility, or role
Develops and communicates solutions for the line of business by effectively gathering, compiling and reviewing information and data, evaluating existing systems and procedures, identifying alternate courses of actions, development of tools and/or improvements.&#8217
Individually solves business problems and completes analysis. Performs advanced functions to provide performance information to LOB leaders
Work with business to define reporting requirements and analysis needs to help drive performance or meet various operational needs
Create reporting and interpret results and convey in a concise, straight-forward, and professional manner for all levels of operational staff from supervisors to senior level management
Create presentations for all levels of management. Need to provide clear, concise, and easy to understand graphics that easily depict the information trying to relay
Leads tasks/projects end to end to identify all potential problems and how to solve for them. Articulates issues and risks to management. Provides support to department to ensure timely completion
Develop, test, implement, and maintain reporting (regular production and ad-hoc) that enables data driven business decisions
Assure the integrity of data through automated extraction, manipulation, processing, analysis, and reporting
Partner with Data Infrastructure team and business owners to implement new data sources and ensure consistent definitions are used in reporting and analytics
Develop partnerships with key operational site management to ensure effective analytical support for the operations organization
Work with Site to develop an Action Plan, track and communicate results against the plan
Identify data process improvements and leverage technology to automate and streamline existing processes
May involve coordination of Financial Services responses to Internal and External Exams and Audits
Participates in establishing performance measures, productivity goals and identifying
Bachelor’s degree (or equivalent experience) in Finance, Economics, Statistics, Math, Business Administration, Computer Science, or related discipline strongly preferred
3-5 years experience working management reporting and performance analysis techniques strongly preferred
Demonstrated ability to work as team player, and to develop alternative solutions to complex problems, think outside the box, and recommend the best solution
Develops partnerships with team members and peers

Consumer Direct Mortgage Banking Resume Examples & Samples

Business Responsibility/Strategic Planning
Business Acumen
Listening
Peer Relationships
Approachability
Cross Selling: Demonstrates knowledge of complementary mortgage, home equity and banking products/services. Develops solutions for customers based on client knowledge
Strong adherence to compliance regulations
Stong PC skills required College degree or 4 years equivalent work experience in sales and/or real estate is preferred

Mortgage Banking Resume Examples & Samples

Department oversight and control
Manage and monitor inventory, financials, risks while maintaining effective controls
Ensure Key Performance Indicators (KPI) and Department standard level agreements (SLA) are met accordingly
Successful implementation of key business objectives
Perform trend analysis, identify financial root cause impacting the customer, the firm or investors and identify opportunities for synergy and integration focused on cost recovery, remediation and make independent recommendations for process improvement to line of business management and business partners
Drive management attention to critical issues causing financial risk or loss and provide innovative solutions for process improvements
Responsible for reviewing or interpreting investor or servicing guidelines and business policies and procedures and make recommendations to improve billbacks and recovery. This includes engagement and outreach to third parties including investors, attorneys and vendors
Leads operational and/or technical tasks/projects/assignments as assigned end to end to identify all potential problems and how to solve for them. Articulates issues and risks to management. Provides support to department and business control to ensure timely completion
Responsible for assessing cross impacts as part of project support related to remediation, cost recovery or expense reduction
Bachelor’s degree (or equivalent experience) in Accounting, Finance, Economics, Business Administration, or related discipline strongly preferred
Three to five years of prior experience in mortgage banking servicing and default, operations or originations. Specific knowledge of the policies, procedures and systems pertaining to servicing/default, operations or originations is preferred
Excellent project coordination and project tracking skills. Excellent attention to detail and ability to analyze detailed business requirements, raise questions and seek resolution to outstanding clarifications required
Must demonstrate strong time management skills, ability to multi-task and handle multiple task
Servicing system experience (i.e. MSP/LPS Desktop) a plus. Advanced skills in Excel, Word and PowerPoint
Candidate must be willing to travel periodically for business needs
Develop and distribute meaningful, actionable management information regarding performance and identified issues and opportunities

Mortgage Banking Resume Examples & Samples

Prepares daily, weekly, monthly ad hoc reporting and reconciliations in accordance with remediation and/or project requirements or needs of the business teams and internal standards and procedures. Ensures data is reported accurately and timely
Monitors activities on remediation projects, ensures all tasks are being completed on time and accurately. Attends all project meetings, offers solutions, provides business udpates, reports on project weekly to VP, ED of group. Completes BVT testing, works with IVT team to resolve any discrepancies
Analyzes Problems: Identifies problems, recognizes the root causes, and identifies multiple potential or innovative solutions to problems. Problems may be related to reporting, Claims, Default Recon and Loss Analysis aged items, curtailment of claims, QC errors both on shore and offshore
Update department tracking and statistical spreadsheets and databases within established guidelines
Writes test scripts and completes UAT testing for conversions, MSP enhancements
Develops and owns project plans to meet deadlines. Responsible for the execution and project deliverables of MSP maintenance
Has strategic vision from a system and process flow standpoint. Ability to provide input on larger strategic business initiatives
Takes leadership role in assigned projects, without management direction, across business lines
Develops partnerships with team members and peers both internally and across lines of business. Ability to effectively communicate technical knowledge and impact the outcome through partnership with various business owners
Database Management and Reporting: Demonstrates proficiency with database management and reporting tools (e.g., MS Access, TOAD, Info1, LPS/MSP Passport, SQL)
Experience in Default Servicing and/or Mortgage Banking with high business knowledge
Bachelors in Accounting, Finance or other business related field required, or equivalent work experience
Advanced Microsoft Excel skills required
Ability to create Powerpoint presentations for executive level review. Knowledge of mortgage servicing systems, MSP, VLS experience a plus

Mortgage Banking Resume Examples & Samples

Demonstrated extensive ability of leadership
Critical thinking
Project lead ability to ensure processes required are completed, on time and accurate
Extensive knowledge in SQL, data management and ability to work within excel in detail and with high accuracy
Previously worked for Chase and has servicing background that is a plus for this position
Ability to work within SQL, TOAD, Business Objects, write and run queries
Exceptional skill set in Excel, Access
Must have extensive and expert working knowledge of analytic functions and tools such as Microsoft Excel, PowerPoint, and Word. Prefer experience with Business Objects, NICE, MSP, CCW, InfoSource, i-Vault, VLS
Have a passion for delivery of excellent customer service
Take responsibility to ensure all issues are responded to and outcomes supplied
Have considerable experience of direct customer contact in a financial service environment, handling a diverse range of requests, queries and in particular, complaints
Team player with strong collaborative qualities and a positive demeanor
Effective communicator, both orally and in writing
Possess a high degree of objectivity and displays a global view
Effectively identify and present data based fact based analysis and conclusions
Effectively present analytical data and control recommendations to business users at the Director/VP/Executive levels
Partner with a global team on analytics and reports for enhancements to rules and controls as key risks are identified and how to mitigate those risks
Ability to work with a high level of autonomy

Mortgage Banking Resume Examples & Samples

The Financial Services division is a key component of the Core Servicing operation, serving as the central point of processing and control for all monetary transactions while delivering high quality service to our 6.8 million mortgage and home equity customers. Key responsibilities include
Manage all payment processing through various channels and provide vendor oversight to ensure accurate and timely processing
Interpersonal Communication – clearly and appropriately articulates in writing or speech to impart messages or questions to staff, peers, cross functional peers and senior management
Analytical/Problem Solving – identifies problems, recognizes the root causes, and identifies multiple potential or innovative solutions to problems, solves work-related problems through effective quantitative reasoning skills
Presentation Skills - supports development of management presentations through delivery of analytical results, presents analytical results to management and able to answer questions regarding those results
Project Management/Execution – meets and exceeds goals, drives continuous improvement, decisive, acts with urgency, demonstrates a working knowledge of process methodologies, quality improvement, and re-engineering processes
Partnership – relates well to all, gives and receives feedback constructively, encourages diverse views; builds collaborative relationships
Strategic Thinking/Vision - understands how one's work fits into the objectives of the team, ability to plan for changes in the deployment of staffing resources and/or required capacity in accordance with changes to current and expected workload demands
Leadership - is able to lead a team to accomplish objectives, highly respected by others, displays clear decision making ability, generates innovative solutions and is able to influence management decisions through analysis and communication
Integrity – honest: makes decisions within spirit and letter of the law, acts with the highest ethical standards, shares credit, acknowledges mistakes
Risk Management- Effectively manages reputational and operational risk, instills culture of compliance, implements strong controls, escalates risk issues effectively and appropriately
Pro-actively identify problems, their root cause, and develop the appropriate resolution
Takes calculated risks needed to achieve results
Assists in various unit audits to ensure departmental compliance
Ensures compliance with all regulatory requirements
Introduce, support and implement improvements to current practices and procedures
Bachelors degree or an equivalent combination of education and/or experience preferred
Three to five years Mortgage Servicing experience preferred
Knowledge of legal and compliance issues relating to Mortgage Servicing
Must be able to comfortably present and make recommendations to management

Ops Processing Team Supv-mortgage Banking Resume Examples & Samples

The Operations Team Manager will coordinate and direct the daily operation of a loan processing team by daily, on-the-floor management and inspection of Chase’s Pipeline prioritization. A Team Manager will help to utilization of PPS by inspecting, providing direction, coaching. Management responsibilities include, but are not limited to, review of daily production metrics with the team, identifying team priorities (daily), pipeline management ensuring loans move effectively to closing, and identification of load balancing needs across the team
Ensure that staff verifies loan documentation, re-calculates information as appropriate, and accurately updates automated systems with required information
On-the-floor show coaching
Minimum 4 years experience in mortgage loan processing/closing (conventional and government; purchase and refinance) strongly preferred
Excellent working knowledge of mortgage originations; specifically mortgage operations
Proven ability to lead, coach, and mentor at all position levels

Mortgage Banking Resume Examples & Samples

Advanced degree in Statistics, Mathematics, other quantitative discipline; experience in mortgage, banking or financial services a plus
Must have a minimum 5 years of related experience in statistical modeling/analysis in a business environment, including prior experience building predictive models in SAS or similar statistical platform
Must have the ability to create SQL queries to pull analytic data from internal data warehouses
Excellent interpersonal skills - must have the ability to build strong working relationships with operations, clients and team members with Finance; Customer Service skills and a proactive ("can do") attitude are critical to your success in this support function
Strong business analysis and time management skills
Excellent data management and problem solving skills
Must be able to deal with ambiguity and find/solve problems via analyzing trends
Detail-oriented and hands-on self-starter with a strong sense of urgency
Must be self motivated and have the ability to work independently while maintaining focus on team work and in a team without direction
Strong problem solving ability, organization and prioritization skills including good judgment and decision making abilities are necessary for success in this role
Excellent communication (oral and written), analytical and presentation skills are needed
Ability to work in a fast-paced environment, handle multiple projects at the same time and still meet Monthly finance deadlines (business as usual) also provide accurate and timely data to all levels of management
Experience with Business Intelligence tools such as Tableau, Business Objects, QlikView or Cognos a plus
Ideal candidate will be accountable (delivers), aggressive, adaptable, assertive, motivating, collaborative (ability to deal with conflict and criticism constructively), innovative (forward thinking), and of ethical (displays the highest standards of business ethics and practices)

Mortgage Banking Regional Lending Manager Resume Examples & Samples

Drive the growth and strategic financial of mortgage business within the assigned geography
Experience building strong collaborative relationships with internal business partners to achieve success
Excellent P&L management skills with substantial experience leading a profitable retail business and executing a strategic business plan
Proven track record of successfully managing managers and a sales force within a geographically disbursed footprint
Ability to successfully lead people agenda – talent acquisition, retention and development with a proven ability to lead, model, coach, and mentor all levels of sales and sales management*Excellent written and oral communication skills

Mortgage Banking Resume Examples & Samples

3+ years Auto/ Home Equity or Mortgage operations experience preferred
College Diploma or equivalent work experience
1 to 3 years of strong data entry and research experience
RCO, LoanFast, SAP and VLS experience preferred but not required
Experience in responding to escalated e-mails, quality control and auditing,
Ability to work independently making appropriate decisions and escalate when needed
Must have an understanding of Auto and Home Equity loans
Excellent time management, attention to detail and organizational skills
Above average PC skills with a strong proficiency in MS Excel
Basic accounting and money movement knowledge
Banking experience within Mortgage banking preferred not required
Strong analytical/ problem solving experience with the ability to successfully resolve complex problems and issues while working in everyday situation
Ability to maintain flexibility and multi-tasking in a fast paced environment with frequently changing priorities
Ability to meet deadlines, work as a back-up when needed, demonstrate ability to resolve and research service related issues
Strong interpersonal skills with the ability to effectively and professionally communicate with internal and external partners

Mortgage Banking Resume Examples & Samples

Prior customer service experience preferred
Possess strong attention to detail and strong problem solving skills
Basic office skills
Ability to work independently or as part of a team
Able to build relationships quickly

Mortgage Banking Consumer Direct Lending Manager Resume Examples & Samples

Leadership of a team of 14 MBs – manage recruiting, training, development, communication, lead source adaptability
Proficiency in all aspects of coaching Mortgage Telephone Sales – call/lead, lead/app, app/fund
Proficiency in pipeline management – Doc Collection, Pre-Op, Conditional Approval, Suspend/decline
Sales Development with Clients, Realtors, and Bank Branch Partners
Demonstrated Expertise in Products, Procedures, Compliance, and Originations Systems in all 50 States
Prefer 5+ years of Mortgage Sales experience, Contact Center/Sales Experience preferred
Prefer College Graduates
Demonstrated ability in providing superior customer service
Demonstrated experience in providing sales coaching preferred
Strong attention to details skills
Strong PC skills, including Excel, Word, Loan Origination Systems a plus, etc

Mortgage Banking Capital Markets Resume Examples & Samples

Bachelors Degree or equivalent work experience in former mortgage compliance roles
Mortgage Banking Capital Markets, Originations and Regulatory Compliance experience (7 - 10 years)
Extensive knowledge of federal laws and regulations governing the mortgage banking industry (including but not limited to HMDA, RESPA, TILA (TRID), FCRA, GLBA, SCRA, FDPA, HOPA, etc.)
Extensive knowledge of FNMA, FHLMC, FHA and VA guidelines
Strong Project Management Skills
CRCM certification beneficial

Mortgage Banking Resume Examples & Samples

Responsible for compliance with Fair Lending practices of JPMorgan Chase
Work through and resolve vendor work issues directly with customer and vendors
Cross sell other bank products including, but not limited to, DDA & automatic payment debit
Experience in mortgage/processing/financial industry preferred
Proficient at pipeline management with emphasis on organizational and multi-tasking skills
Spanish preferred, but not required

Mortgage Banking Lead Generation Specialist Resume Examples & Samples

Business Acumen -- Possess the fundamental understanding of economic, real estate and banking trends
Strategic & Broad Thinker
Problem Solving
Sound decision making
Functional/Technical Skills
Integrity & Trust
Interpersonal Savvy
Judgment, Ethics & Values
Excellent written and verbal communication skills: Demonstrates the ability to communicate effective financial solutions to address client’s needs. Demonstrates ability to exercise judgment and tact in communicating with customers
Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demands
*Bi-Lingual (English/Spanish)

Mortgage Banking Resume Examples & Samples

Minimum 7 years experience in Mortgage Banking, including Agency , Non Agency, and Government Programs
Minimum 3 years experience in either Underwriting or Compliance capacity
Solid Understanding of Underwriting, Compliance, and Funding
Exceptional Communication and Customer Service Skills
Excellent problem solving ability
Strong Negotiation skills

Mortgage Banking, Capital Markets Controllers Resume Examples & Samples

Support the Production balance sheet and NII monthly financial planning, forecasting, analysis and reporting requirements, including quarterly and yearly stress testing exercises
Perform monthly, quarterly and annual reporting functions, including regulatory and capital reporting as applicable
Understand balance sheet usage and reporting and provide analysis as needed
Support ad-hoc analyses and reporting
Contribute, as needed, in ad-hoc projects and requests
Develop solid working relationships with numerous other support functions and MB partners
Strong accounting background with 2 years of experience highly preferred
Advanced proficiency in Excel is essential
Strong analytical, problem-solving abilities and detail oriented
Ability to communicate effectively, both orally and in writing
Ability to multitask and prioritize effectively

Mortgage Banking Resume Examples & Samples

The auditing of manual and system checks/rewrites for quality assurance
Assists supervisor in coordination of daily departmental workflow, which includes maintaining service levels and clearing aged bank account items
Process improvement initiatives
The daily balancing of Laser Check (Manuel) systems
Investigate various extraordinary research items
Trains new and existing employees in all job responsibilities
Prior mortgage servicing experience or related field, including experience with mortgage servicing systems and various software applications
Must have be comfortable working with Microsoft Excel, Word, Access and Outlook
Must have prior mortgage servicing experience to be able to complete in-depth research using resources such as IVAULT, OnDemand, Infosource, Oneview, CCW/MBSW and mortgage servicing systems such as MSP
Prior experience with SPARTA is recommended
Good understanding of mortgage servicing, cash processing functions and cash flow concepts
Ability to work independently and in a group environment
Good teambuilding, leadership, and interpersonal skills

Mortgage Banking Resume Examples & Samples

Monitor Pipeline, and prioritize workloads to meet productions goals
Carry a pipeline as needed
Assist in working daily reports to maintain benchmarks
Monitor exception reporting
Cover for manager in their absence. Demonstrate support of on going change with full understanding/implementation
Provide feedback to Team Manager and Sales (where necessary or appropriate pending nature of situation) on quality and trends
Assist with coaching, and providing feedback/data on quality and trends for Team Manager to execute against monthly/yearly One on Ones
Responsible for training new employees
Assist the team in understanding all Policy and Procedures guidelines as well as all company Site/Customer Security requirements
Act as initial or first point of contact for escalations, promote superior customer service while analyzing, defusing and resolving customer issues within the appropriate boundaries of the authority of the position
Take direction from Upper Manager to assist in areas of need

Mortgage Banking Resume Examples & Samples

Process and prepare mortgage loans (conventional and government, purchase and refinance) under various loan programs for closing in accordance with policies & procedures
Manage pipeline via Daily PPPS
3 years of experience strongly preferred
Solid analytical and problem solving skills strongly preferred
Excellent written and verbal communication skills strongly preferred
Minimum 1 year of computer experience required, preferably with automated originations system strongly preferred

Mortgage Banking Senior Loan Closer Resume Examples & Samples

Expertise in producing quality files to ensure passing of all quality audits throughout the process
Strong attention to deta
Experience working with loan closing documents (conventional and government, purchase and refinance, FHA/VA)

Mortgage Banking P&A Resume Examples & Samples

Receive, prepare, produce quality reports such as EMRs, MBRs, dashboards, trackers, P&L etc
Support ad hoc requests from the Business and Senior Management
Partner with business teams (onshore/ local) to understand and deliver on various requests
Maintain calendar of deliverables

Mortgage Banking Resume Examples & Samples

With a focus on customer service, the role will assist with customer escalations, address escalation issues from individuals and coordinate appropriate executive decisions in order to resolve customer concerns. Model and provide leadership and expertise to functional subordinates
Monitor adherence to prescribed customer satisfaction, cycle times, productivity goals, and pipeline management relating to loan processing. The role is accountable for all quality results within the team (loan quality, customer satisfaction, etc.)
This position requires SAFE Act NMLS Registration
Knowledge of FNMA, FHLMC and Government guidelines preferred

Mortgage Banking Resume Examples & Samples

Sales effectiveness: Individuals must have the ability to understand client needs, communicate Chase priorities, and identify opportunities to increase product penetration
Revenue Management: Responsible for monitoring revenue results, identifying opportunities, and managing client level pricing to maximize revenue
Risk Management: Responsible for identifying risks through interactions with all levels of the client (Admin – Executive), responding to requests from Counterparty Risk Management , and facilitating the resolution of all client risk events (Negative news, legal actions, poor performance)
Prospecting: building the active client base by identifying new clients, solicitation of Chase products, facilitating approval process and leading new client orientation

Mortgage Banking Resume Examples & Samples

Ensuring completeness of reporting process and data for Mortgage Banking activity from point of origin to regulatory report submission
Controls identification and enhancement across reporting spectrum
Identification and validation of data source for various data elements required for various regulatory filings
Robust execution and testing of controls, in partnership with our Controls office
Remediation of identified gaps
Partnering with key stakeholders including CCB External Reporting, Corporate Financial Reporting (CFR) and Corporate Capital Stress Testing (CCST) teams in the timely identification, escalation, tracking, and remediation of outstanding items
Liaising with Corporate Accounting Policy (CAP) and CFR to ensure any regulatory changes to reporting are appropriately reflected in our disclosures
Strong accounting background with at least 2 years of experience; CPA preferred
Prior external reporting background, mortgage-related would be an advantage
Advance proficiency in Excel
Strong analytical and problem-solving abilities
Ability to summarize key messages and present to senior management
Team player and self-motivated

Mortgage Banking Resume Examples & Samples

Establish strong relationships with management in Mortgage Bank and related control groups such as Risk Management, Compliance, and Audit colleagues
Stay up-to-date with evolving industry changes and market events impacting the Mortgage Banking channels and products
Develop recommendations to strengthen internal controls and improve operational efficiency
Must have 5-7 years of relevant experience in internal/external auditing, or consulting
Minimum Bachelor's degree in Management Information Systems, Finance, Accounting, or other related discipline. An MBA degree and/or professional certification, such as CPA, CIA, or CISA is a plus
Ability to identify, document, and articulate the key messages resulting from analysis efforts
Ability to work with and present to colleagues and stakeholders at different levels in the organization, including senior management
Strong decision making and creative thinking skills
Any candidate not meeting ALL the qualifications can be considered for an Associate, Auditor role

Mortgage Banking Resume Examples & Samples

The Operations Team Manager will coordinate and direct the daily operation of a loan processing team by daily, on-the-floor management and inspection
Responsible for the team pipeline and ensuring all closing dates and customer commitment dates are met
Achieve all established production goals for the department in relation to funded volume, file quality, customer satisfaction, and cycle time
Collaborate with your underwriting and sales management peers on business goals, department objectives, and company initiatives
Effectively handle and resolve all escalated customer and processor issues
Conduct weekly staff meetings, daily huddles with your team, and monthly coaching sessions with each employee to review performance. Maintain all employee records
Utilize daily, weekly and monthly production reports to effectively manage team performance. Ensure all quality standards are consistently achieved
Build strong relationships within your work group and with referring partners
People Leadership - Models and provides direction by coaching and developing others at all levels, to foster long-term learning and development based on effective leadership and process expertise
Collaboration – Operate in an environment where we will partner with each other to do what’s best for our customer
Communication - Share information, concepts and opinions with others that results in clear understanding and desired outcome. Also, the ability to answer complex inquiries, provide information, consult with customers and manage difficult customer interactions
Problem solving and analytical skills critical
Strong interpersonal skills; the ability to effectively interact with various styles and levels of management and be able to adjust own communication style as needed
Ability to train, manage, and motivate staff
Ability to maintain high quality output while maintaining a team pipeline of files at various levels of completion
Minimum of 3 years of previous loan processing experience preferred
Minimum of 3 years experience in loan production administration with prior supervisory experience strongly preferred

Mortgage Banking Capital Markets Resume Examples & Samples

Mortgage Banking Capital Markets, Originations and Regulatory Compliance experience
Knowledge of federal laws and regulations governing the mortgage banking industry (including but not limited to HMDA, RESPA, TILA (TRID), FCRA, GLBA, SCRA, FDPA, HOPA, etc.)
Knowledge of FNMA, FHLMC, FHA and VA guidelines

Mortgage Banking Resume Examples & Samples

Establishing and maintaining close working relationships with our business partners
Interfacing with and gathering information from other areas of the business (operations, information technology, quality assurance and other MIS teams)
Identifying, sourcing and validating data from various data sources including, but not limited to, Oracle, MS SQL Server and ICDW and creating SSIS packages to bring that data across database environments
Creation, indexing and maintaining objects in SQL Server (Tables, Views etc.) for specific Data needed for QA reporting
Development and maintenance of Dynamic SSRS Dashboard reports and Stored Procedures to support reporting requirements
Effectively analyze/trouble shoot and provide analysis to our customers
Fully document developmental cycle using JIRA
Assist in the development of ad-hoc reports or presentations as needed by senior management
The individual will be responsible for taking the lead on select projects and holding meetings as needed in order to service our business partners MIS needs
Recognizing and communicating meaningful trends/patterns in data and reporting
The ideal candidate is a critical thinker that will thrive in a fast-paced, competitive environment and will mesh well with a team that prides itself on attention to detail and results
3+ years of Information and/or Business Analytics experience in a Mortgage Banking environment (or a similar role)
Bachelors degree in Computer Science, Finance, Accounting or related area (or equivalent experience)
Advanced PL/SQL and/or T/SQL coding and SSRS/SSIS experience
Advanced analytical and quantitative skills
Strong desire and ability to learn
Proficient in MS Office (Outlook, Excel, Word, Visio, Power Point etc.)
Excellent interpersonal skills necessary to work effectively with a variety of individuals, departments and organizations
Strong understanding of BI, IT and MIS tools, e.g. Views reporting packages, advanced Excel, and PowerPoint
Ability to work independently and be resourceful by engaging other resources when necessary

Mortgage Banking Resume Examples & Samples

Bachelor's degree in a quantitative field such as Finance, Economics, Statistics, Mathematics, Computer Science preferred
Two years experience in business analysis or mortgage banking strongly preferred
Extensive experience with business PC applications, including MS Office applications such as Excel, Word, PowerPoint, Visio and Access preferred
Knowledge of mortgage servicing systems preferred
3+ years of SBO 2000 experience strongly preferred. Analytical thinker, able to quickly and accurately diagnose problems. Ability to research discrepancies and resolve issues by working across business lines and with outside parties
Ability to work well under tight time constraints and to do what is necessary to meet deadlines
Ability to work well with a team as well as independently, and to be a leader
Speaks and writes clearly and concisely, able to communicate complex information so that it is understood by others
Self-starter, proactive rather than passive, and demonstrates the ambition and desire to progress and be successful
Ability to solve business problems and complete analysis independently, with minimum manager interaction
Effectively manages one’s time and resources to ensure that work is completed efficiently and timely
Execute functions effectively and efficiently while ensuring departmental/corporate/regulatory policies and controls are followed

Ccb-mortgage Banking Resume Examples & Samples

Lead a group of 8-15 Collectors to ensure the unit objectives and standards are met
Compile and analyze statistical data relative to unit productivity
Provide advice and answer questions concerning collections activities, review the status of the most delinquent accounts and handle the collection efforts
Authorize adjustment of finance charges and approve unusual repayment arrangements
Review accounts, conduct quality phone monitoring; and provide feedback and direction
A minimum of 3 to 5 years of mortgage experience that includes collections, loss mitigation, loan modification, underwriting, bankruptcy or foreclosure experience or
A minimum of 3 of supervisory experience managing a high volume production operations or call center
Demonstrated ability to hire, train, coach, and motivate staff
Proven strong analytical and decision making abilities
High school diploma or equivalent is required; Bachelors Degree is strongly preferred

Mortgage Banking Resume Examples & Samples

Savvy Communications: Maintains constant and consistent flow of communication with team members and managers; is able to articulate thoughts crisply but with the appropriate level of detail and accuracy depending on the audience; communicates with empathy where appropriate
Escalates Information: Effectively recognizes important information and is able to escalate high-risk issues to others clearly and in a timely fashion
Customer Service Excellence:Inspires customer confidence through business knowledge and reliability; initiates and follows through with urgency to deliver solutions; anticipates customer needs with active listening and critical thinking; communicates directly yet with the appropriate level of empathy
Maintain Composure Under Stress: defined by behaviors such as working productively in difficult or stressful situations such as heavy work loads; remaining composed during difficult or uncomfortable interactions with others or when faced with stressful situations; adapting quickly when situational constraints require a change; overcoming obstacles and challenges; displaying certainty in one's ability to make decisions and perform job tasks
High standards:defined by behaviors such as setting high standards; holding direct reports and peers accountable; operating with a sense of urgency; integrity; expectations for customer experience
Treat people with respect:defined by behaviors such as being direct and straightforward; actively listening to and understanding the needs and ideas of others; ability to work with people of differing backgrounds and styles; supporting individual career goals
The Escalation Research Specialist will investigate, resolve and respond to Internal and External Customer complaints and inquiries received via correspondence (mail or email) or Customer Care Workbench routes. The steps to resolution are dependant on the type of complaint which include late charge or fee disputes, payment arrangement disputes, deferment or extension disputes, reinstatement or property disputes. Specialist use many Mortgage Banking systems to research and resolve issues
The Escalation Research Specialist will respond to CSAT surveys, perform internal audits, and root cause analysis to determine actual cause of issues
Appropriately interprets company policies and procedures and when necessary sufficiently integrates the information into the response to customers. Provides necessary information to the customer or Escalation Representative for problem resolution, clearly explaining procedures and dealing with difficult customer interactions by focusing on problem resolution
Exercises effective time management to creatively resolve issues, exceed most key volume standards, SLA’s and deadlines without compromising work quality
Seeks Supervisor approvals to customer resolutions as appropriate
May perform root cause analysis and provide recommendations to management for long term resolution, using job aids, reference tools, etc
Effectively communicate with the customer via phone or correspondence (email or mail) by acknowledging the customer’s comments/emotions and clearly explaining complicated procedures or concepts. Uses paraphrasing techniques and asks appropriate questions to qualify the needs/expectations of the customer
Appropriately engages any internal line of business necessary for resolution of complaints
Effectively partners with necessary internal and external parties
Minimum of 2 years experience in a mortgage-servicing environment preferred
Proficient in the use of MB applications including MSP, WebER, Info Source, CLOSR, IVault, Fidelity (Director), and Microsoft Office suite are preferred
Analytical and Problem Solving skills
Ability to follow procedures
Mortgage Originations experience is preferred but not required

Mortgage Banking Resume Examples & Samples

Fee Accounting: Responsible for ensuring that customer payments have processed successfully through Chase Paymentech and interfaced with CLOSR
Fee Accounting: Processing all refund requests and submitting to Corporate Accounting
Fee Accounting: Complete required internal procedures to effectively reconcile Credit Report requests along with established loan inquires and or accounts
Returned Mail Processing: Receive incoming Mail that was deemed as undeliverable and complete thorough research in efforts to determine correct mailing address, properly update system with status of mailing, and prepare envelope for mailing
Letter Mailing
Receive daily work assignments as defined by MIS reporting
Generate appropriate package, print and group according to internal procedures
Prepare the letter to be mailed to the customer

Mortgage Banking Resume Examples & Samples

Act as SME for verbal compliance requirements when speaking to customers
Provide daily, monthly, quarterly reporting as required
Work across the business to implement new processes, reporting as required
Act as back up for Manager for projects that require department representation
Manager the daily operations of the team in Compliance with Chase Policy including but not limited to attendance, training and progressive discipline
Minimum 10years experience in Residential Mortgage Lending
In depth understanding of Verbal compliance requirements when speaking to customers
Minimum 3 years in Origination or Sales
Preference given to experience in Retail Sales
Proven ability to motivate and coach employees
Excellent time management skills and is self motivated
Proven ability to manage conflict and resolve complex events
Ability to build and leverage networks and relationships internally and externally. - Exhibit sound judgment and integrity
Proficient PC Skills
Must demonstrate ability to prepare PowerPoint presentations use WORD and Excel
Experience in a Call Center Preferred

Mortgage Banking QC Specialist Resume Examples & Samples

Subject matter expertise of Production Quality reviews and processes
Demonstrated ability to navigate MB Guide to source policy/procedure
3 to 5 years of mortgage banking (processing, closing, underwriting) and/or auditing experience preferred
Excellent verbal and written communication
Adapts easily to changes, including new processes, procedures and systems
Strong PC skills including (MS Outlook, MS Office including Word and Excel, QR Database)
Train employees and/or the business, be the subject matter expert within QC group
Liaise with Operations in clarifying gaps in the procedure or potential area in improving quality
Perform calibration sessions/interactions with Operations as required
Perform recertification reviews of internal staff to ensure quality standards are met
Ensure complete and updated QA procedure and exception codes are in place for the functions assigned
Participate and/or lead special projects or key initiatives assigned to the department

Mortgage Banking HUD Chaser Resume Examples & Samples

Prepares settlement agent closing instructions including the draft Closing Disclosure
Sets closing expectation with the settlement agents
High school diploma preferred
Minimum of 1 year mortgage closing or processing working experience in

CCB Mortgage Banking Resume Examples & Samples

Oversee key operational functions including sales, underwriting, and closing, that impact the overall credit quality of new originations
Own strategic / business initiatives and credit policies that impact Home Equity, Retail and Consumer Direct Lending
Drive innovative optimization of credit policy for the consumer business
Ensure the on-time and effective execution of the Risk strategic plan which includes developing a more customer centric risk delivery
7+ year mortgage experience
Complex change management experience
Mortgage process and customer impact experience
Understanding of the mortgage production process and P&L

Mortgage Banking Svc Ops Specialist Resume Examples & Samples

Strong leadership, teambuilding and negotiation skills required
Must be able to handle multiple priorities effectively while working in a dynamic environment
Extremely high level of attention to detail
Ability to perform in a high volume deadline driven environment
Experience within Mortgage Banking preferred but not required

Mortgage Banking Resume Examples & Samples

Receives and validates new bankruptcy notifications and setups in core mortgage electronic systems to ensure that all contents are accurate
Performs timely follow-up with attorneys and bankruptcy trustees. Ensures that follow up for hearings, discharges and other critical steps such as request referrals on delinquent bankruptcies, etc. is handled on a timely basis
Maintains accurate and up-to-date account ledgers to ensure the discharge process is complete
Develops and maintains relationships with bankruptcy attorneys, bankruptcy trustees, debtor attorneys and Chase in-house legal counsel
Ensures appropriate payment application to the bankruptcy plan
Reviews trustee ledger against servicing system's payment history
Prior bankruptcy knowledge/experience preferred
Attention to detail and focus on accuracy critical

Mortgage Banking Resume Examples & Samples

Perform all assigned reviews daily meeting required proficiency and productivity standards consistently
Comply with all company policy/procedure
Duties are significantly complex, requiring mastery of skills in all areas
Performs work requiring specialized and technical skill set and complete understanding of the function’s practices and procedures
May function as a group leader and may be responsible for training and oversight of other team members
Often exercises considerable judgment on behalf of exempt managers in leading the team and function

Mortgage Banking Capital Markets MSR Product Control Resume Examples & Samples

Provides customers the best pricing and service while managing risk to the firm and delivering solid returns on capital investments
Works closely with the Investment Bank and specializes in trading and underwriting mortgage-backed securities
Manages banking coverage across a range of products including corporate finance, markets, treasury and securities services, and credit
Production of the daily and month-end p/l reporting processes
Daily p/l substantiation and attribution or revenue drivers
Enhance existing control framework, including reconciliation points and source data
Close working relationship with Columbus-based Controller team in relation to general ledger postings, month-end close process, and external reporting agenda
Assisting in compilation of forecast submissions and revenue commentaries
Partner with MB Treasury for balance sheet forecasting and capital inputs
Liaise with Market Risk and Technology in regard to various infrastructure initiatives, particularly in relation to increased straight-through processing initiatives
Work closely with Corporate Accounting Policy on accounting policy interpretation and documentation of significant transactions
Partner with the MB Valuation Control Group on further build-out of independent price verification initiatives
Assist in competitor analysis through 10Q/10K review as well as earnings presentations
Relevant product and/or control experience, with specific knowledge of mortgage-related products, bond math and working knowledge of the capital markets preferred
Strong understanding of financial reporting and accounting principles
Solid qualitative and quantitative skills
Minimum of a bachelor’s degree with a concentration in either Finance or Accounting or other quantitative disciplines
Proficient in MS Office suite
Team player and self starter

Mortgage Banking Resume Examples & Samples

Review applications quickly and thoroughly to provide accurate status updates
Perform outbound calls to convey credit decisions to applicants
Handle a high number of inbound calls in a fast paced environment
Adhere to department metrics of call length, call quality and caller satisfaction
Answer detailed questions about line of credit closing documents
Proficient computer knowledge; ability to use multiple systems simultaneously
Ability to quickly problem solve and provide customer centered solutions

Mortgage Banking Liquidations Closer Resume Examples & Samples

Interacts with customers, attorneys and third parties via telephone combining collection,
Reviews and analyzes required liquidation documents in order to negotiate amendments to approved short sales. The closer is also responsible for resubmitting short sales for approval if there are changes to the closing costs that will impact the net amount to Chase
Completes active file audit reviews, quality control reports, and post closing audit functions
High School diploma or equivalent required. College degree or equivalent work experience preferred
2 years prior mortgage banking experience is preferred
Prior Home Mortgage Disclosure Act of 1974 experience/knowledge preferred
Prior experience with regulation requirements such as CFPB, DOJ, OCC, MHA, etc. strongly preferred

Mortgage Banking Resume Examples & Samples

Holds every employee on their team accountable for results including compliance to all pertinent regulatory policy. Monitor adherence to all prescribed metrics of performance which include but are not limited to customer satisfaction, cycle times, productivity goals, and pipeline management
Demonstrates the ability to build alignment and commitment within and across functions to achieve common goals. This includes but is not limited to originations, underwriting, support, communication as well as all other closing teams
Participation in various projects and feedback sessions to positively impact workflow, policies and procedures, system enhancements, etc
Consistently acts in a way that is both trustworthy and trusting. Builds and maintains trust with others
Strong PC skills, including Microsoft Office Suite. Loan Originations Systems experience a plus
Knowledge of Fannie Mae, Freddie Mac and Government guidelines preferred

Mortgage Banking Lending Manager Resume Examples & Samples

Experience building strong relationships with internal business partners to achieve success
Proven ability to lead, model, coach, and mentor all levels of sales and sales management
Strong PC skills required
College degree preferred

Mortgage Banking Resume Examples & Samples

Contract Adherence
Invoice Reconciliation
Scorecard Reporting
Candidate should have a proven track record of positive performance and quality
Candidate will have solid written, verbal and analytical skills
Candidate must be able to work both independently and as an effective team player. She/he must be able to work in a fast paced timeline-critical environment
Candidate must have strong computer skills including MSP, Word, Excel, Access, Visio, Outlook, and PowerPoint
Some college coursework or a degree preferred
Minimun of 3-5 years experience in loan servicing or comparable experience and familiarity with mortgage investors is recommended

Mortgage Banking Resume Examples & Samples

Degree in Journalism, Communications, English, or equivalent work experience required
High degree of self-motivation with excellent attention to detail
Ability to perform with ambiguous and/or changing direction/flexibility a must
Ability to travel out of state on occasion
Team-oriented attitude

Mortgage Banking Originations Resume Examples & Samples

Proven leader with credentials supporting strong thought leadership, strong execution skills
Excels in leading teams in a clear, purposeful, and productive and results oriented fashion; makes time to invest developing team members; resolves conflicts with tact and diplomacy
First-rate analytical and problem-solving skills - must demonstrate the ability to identify key issues, gather and document data while creating actionable recommendations
Think both tactically and strategically about project value propositions, prioritization, etc. with ability to reassess these factors in real time as circumstances change
A high-level of proficiency with Microsoft applications and Visio; Access is a plus

Mortgage Banking Fair-monday Resume Examples & Samples

Desire to spend the large majority of your day on the telephone with customers while meeting all desired call monitoring benchmarks
Obtain and review documents for compliance with loan conditions with the Mortgage Banker, coordinate with buyers, sellers, title companies, escrow agents, surveyors and real estate agents to obtain additional documentation, complete loan submissions and perform closings
Desire to work in a fast paced environment while successfully handling several top priorities each day
Knowledge of federal and multiple state regulatory guidelines
Complete necessary worksheets ensuring adherence to Federal and State guidelines, i.e. RESPA requirements
Excellent organizational skills (ability to prioritize) preferred
Experience with reading a HUD-1, Closing documents, and Good Faith Estimates a plus

Mortgage Banking Trainee Resume Examples & Samples

Must have a Bachelor's degree, preferably in Accounting, Finance, or Business, or equivalent work experience, which provides a basis for mortgage loan processing
Prior exposure to residential mortgage lending is preferred
Must have excellent oral and written communications skills as well as excellent customer service skills
Must be able to make decisions and recommendations on difficult and important issues affecting individual loan transactions within their level of authority
Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus
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 possess the capability to understand, remember, and apply oral and/or written instructions or other information, organize thoughts and ideas into understandable terminology, prioritization of own work schedule, apply common sense in performing job duties and making decisions which have impact on immediate work unit

CCB Mortgage Banking Resume Examples & Samples

Develop executive management presentations and communications for meetings, town halls and road shows
Provide reporting, monitoring and analysis for all Mortgage Banking Risk units
Collaborate across Mortgage Banking Risk units and with various business partners to ensure compliance with both internal and external requirements
High proficiency in Microsoft Office applications (PowerPoint, Excel, SharePoint, Outlook) required
Must have 2 years’ experience in a reporting, business management or communications function
Highest level of professionalism, self-motivation and sense of urgency
Flexible and able to work in a fast-paced environment to effectively meet deadlines, respond immediately to escalated issues and rapidly changing priorities with minimal supervision
Must possess ability to maintain professional documentation for internal and external reporting purposes
Knowledge of risk management principles and control environment preferred
Mortgage Banking experience preferred

Mortgage Banking Loss Mitigation Resume Examples & Samples

Contact customers or Authorized 3rd parties via phone and/or Equator concerning accounts in liquidations that may include loans in any phase of delinquency, foreclosure and bankruptcy status to evaluate the feasibility of doing a liquidations workout
Reviews and analyzes required liquidation documents in order to help obtain a full package, and or to assist with list price guidance
Maintains responsibility for timely and accurate system updates and loan status maintenance
Completes active file audit reviews, and quality control reports
College degree or equivalent work experience preferred
3+ years of Liquidation/Realtor experience strongly preferred
2 years prior mortgage banking experience is prefer
Knowledge of Federal regulations and programs such as Fair Debt Collections Practices Act, Privacy Act, Home Affordable Mortgage Program, Home Affordable Foreclosure Alternatives, etc. is strongly preferred
Strong leadership, organization and time management skills required
Detail-Oriented
Effective Verbal & Written Communication
Recognizes and escalates issues
Adheres to deadlines
Adheres to audit and investor guides
Communicates clearly and regularly with customers
Demonstrates a sense of urgency
Demonstrates customer service excellent
Possesses problem solving skill

Mortgage Banking Resume Examples & Samples

Develop strategy and plan for Home Equity Lending initiatives
Play a pivotal role to develop and implement key programs and marketing initiatives
Ability to build relationships as confident and compatible key partner to accomplish business goals
Successfully manage, and influence cross-functional resources to execute initiatives on time, on budget and with quality
Ability to craft and present executive level overviews with critical metrics along with recommendations for improving results
Monitor and report program trends and program results along with recommendations for improvements
Ability to multi-task and handle several competing initiatives simultaneously
Ability to adapt goals based on changes in company or corporate business strategy
Minimum 5 – 8 years of progressive marketing experience in a professional services firm or large corporate firm environment, with a strong record of accomplishment introducing and managing successful marketing campaigns
Strong understanding of the financial services industry and competitors; prior mortgage or home equity experience a plus
Self-starter with ability to grasp concepts quickly and outreach to business partners for information to shape a comprehensive and successful marketing strategy
Strong strategic planning and execution skills
Highly organized with exceptional ability to analyze data, draw conclusions and make data/knowledge-based recommendations
Bachelors Degree in Marketing, Communications or related field from an accredited college/university. MBA or advanced degree a plus
Strong relationship development and negotiating skills; able to earn respect and trust among internal and external business partners and team members
Team player with a positive, can-do attitude; must be comfortable with continuously changing opportunities and priorities
Must be comfortable operating in a fast paced, matrix environment
The ideal candidate will have experience in marketing management from a leading financial services firm

Mortgage Banking Resume Examples & Samples

Develop strategy and plan for Affordable Mortgage Lending initiatives
Review and improve segmentation methods, offers and messaging based on learnings
Strong understanding of the financial services industry and competitors; prior mortgage experience a plus
The ideal candidate will have experience in marketing management from a leading financial services firm. Other attractive experiences include those in data analysis, branding/advertising, digital marketing, market research, forecasting and promotions
Creativity and innovation with a focus on constant improvement

Mortgage Banking Resume Examples & Samples

Develop strategy and plan for Consumer Direct Lending initiatives
Create programs that help retain and grow customer base
Strong Direct Marketing and Digital Marketing skills

Mortgage Banking Resume Examples & Samples

Be an extension of the Home Equity originations business leadership team to define marketing efforts that grow originations across all Home Equity distribution channels
Develop new programs that meet Home Equity growth goals and optimize market and consumer demand
Marketing volume and forecasting/planning
Manage a $10mm+ budget, as well as be integral in lead and account forecasts
Increase awareness to Chase clients and prospects about Home Equity offerings within omni-channel marketing outreach
Marketing plan ownership consisting of marketing channels, segmentation, campaign strategy to achieve growth goals
Develop marketing plans for our existing Chase customers to improve product deepening and recapture rates
Collaborate across the marketing team as well as the broader Chase marketing community to get work completed and leverage the power of Chase
Drive industry and client research agenda that is utilized in business and marketing
Be a subject matter expert on marketing across the home equity product, keeping up with latest industry trends
Lead innovation in the marketing space for marketing home equity lending, with a particular focus on digital
Bachelor’s degree (Masters preferred)
10+ years of related marketing experience, with at least 5 years overseeing mulit-channel. marketing channels with home equity/mortgage/financial services experience preferred
High level of leadership with demonstrated ability to scale and build marketing programs in fast pace environment
Ability to work effectively and present to senior staff and clients
Excellent writing skills, as well as preparing plans and presentations in PowerPoint
Experience showing return on marketing investment, forecasting, and budgeting
Analytical thinker that is action oriented
Strong industry contacts

Mortgage Banking Resume Examples & Samples

Be an extension of the Consumer Direct mortgage originations business leadership team to define marketing efforts that grow originations for that channel
Develop new programs that meet Consumer Direct growth goals
Manage a $20mm+ budget, as well as be integral in lead and account forecasts
Marketing forecasting/planning
Design marketing programs to optimize customer retention, grow Chase customer base for mortgages, and new customers
Marketing plan ownership consisting of marketing channels, segmentation, campaign strategy to achieve goals
As a leader, be able to develop and influence individuals across teams and carry the culture of JPMC
Design programs that interface with customers in omni-channel environment with particular focus on Digital capabilities and marketing
Lead innovation in the consumer direct space including work with online real estate portals, future scape digital and mobile integration to marketing and channel
Plan all Direct Marketing efforts for Consumer Direct
10+ years of related marketing experience, at least 5 years overseeing marketing channels with mortgage/home equity/financial services experience preferred
Broad and deep experience in direct and digital Marketing, segmentation, marketing analytics and driving growth plans
Experience developing and managing an experienced team, either within a large business or as part of an agency

Mortgage Banking Shared Services Resume Examples & Samples

Collect, consolidate, prepare, manage data across various sources into usable formats to
Minimum of 2 years mortgage servicing, financial operations and/or auditing experience required
Above Average level Micro Soft applications - Visio, PowerPoint and Excel
Display excellent verbal and written communication skills - with the ability to effectively and professionally communicate with internal and external customers
Demonstrated proficiency in research, analysis and problem solving skills
Must have ability to interact with management at all levels

Mortgage Banking Service Ops Specialist Resume Examples & Samples

Manage all payoff processing and payoff related refunds
Manage all exception processing for home equity advances and monitor advance activity to prevent fraud losses
One year of mortgage servicing experience preferred
Knowledge of Chase Mortgage servicing systems (MSP, VLS, MBWS, iVault) a plus
PC/Microsoft Office knowledge required
High School Diploma or business related experience required

Mortgage Banking Resume Examples & Samples

Development of new/existing guidelines with the primary focus being translation of legal and contractual obligations into guideline language
Ensuring obligations and corresponding business and risk requirements are fully and accurately captured in guidelines
Facilitate cross-functional meetings with Legal, Compliance, Lines of Business, and other support partners as necessary for guideline development collaboration and to address operational impacts of the policy
Ensure all appropriate written approvals on final guideline documents are collected
Assist in obligation analysis/reporting and providing feedback to Legal, Compliance and Risk Management
Assist in guideline research and audit requests as appropriate, at the direction of department manager
Complete ad hoc management projects and requests

Mortgage Banking Lead Generation Specialist Resume Examples & Samples

Answer incoming calls from consumers who are inquiring about mortgage loans and/or home equity lines, and determine customer eligibility
As needed, facilitate application process by interfacing with customer to discuss products and pricing, complete applications, and request documentation from borrowers
Transfer qualified prospects to mortgage bankers
Participate in New Hire training
Participate in specialized (self-employment) and compliance training required for successful job execution

Mortgage Banking Resume Examples & Samples

Maintains Control Environment: Establishes and maintains a proper control environment whereby policies, procedures and processes are understood by all associates and are consistently followed. Ensures that appropriate documentation is accurate and in place to enable a clear and auditable trail for all factual information. Holds subordinates accountable for compliance within a controlled environment
Management: Anticipates, manages and resolves conflicts and disagreements in a positive and constructive manner. Analyzes situations; applies active listening, finds common ground, and resolves disputes equitably
Continual Learning: Assesses own strengths and challenges and pursues developmental and training opportunities; seeks feedback from others and is receptive to new ideas and perspectives. Demonstrates a strong emphasis on continuous improvement
Accountability: Holds self and others accountable for measurable results (e.g., high quality, timely, and cost-effective); complies with established policies and procedures; accepts responsibility for mistakes and takes appropriate corrective measures
Development and Sustainability of Relationships: defined by behaviors such as establishing open and trusting relationships; treating others with respect; creating a climate where people are committed to sharing information (i.e., helping team members maintain positive working relationships); providing a structure and direction to enable external and internal team to accomplish work goals; resolving conflicts; and understanding others’ perspectives. Create and foster lasting relationships with key partners
Analysis of business approach: Make recommendations on how to improve efficiency and effectiveness of the change management process related to the management of the overall Change Management Operations process or their individual book of work. Driving change to be able to predict delays, gaps, and challenges to timely resolution of change request
Leads Key Business Partners - Ensures that business partners are engaged through change request life cycle from initiation to completion including prioritization and execution of change request
Manage Change Requests (CRs) throughout the Life Cycle of a CR (from inception to deployment) ensure the project documentation is updated, clear, concise, and complete with necessary information
Engage and maintain communication with Change Requestor and business units impacted by the change to advance CR implementation, and identify any interdependencies or risks associated with achieving desired date
Monitor and track CR activities for assigned Division(s), including conducting daily CR review and updating CR management systems with status of all deliverables tied to change request
Perform regular dashboard reporting of CR status and key messages to ensure communication notification and employee readiness
Perform periodic Tollgate reviews/meetings to confirm the current status of the change request to ensure that impacted groups and the associated impacted changes are discussed and on track for deployment
Identify, escalate and resolve execution issues as needed to meet implementation timelines
Work with Operations Division, Change Management and support teams to help improve efficiency and effectiveness of change management execution
Work with Operations Division as needed to help prioritize requests and resolve execution issues
Interface with key aligned division support partners as needed, including Compliance, Risk, Controls, Letter Admin, Training, etc
Assist Senior Relationship Manager with helping Division to make appropriate prioritization decisions, submit complete Change Requests and identify issues for business resolution as needed
Constantly look for ways to improve the change management process and drive efficiencies
Strong partnership, collaboration and influence management skills across Mortgage Banking and at all levels of the organization
3+ years experience in Mortgage Banking Operations, other relevant Operations or Project/Change Management experience preferred
BA/BS degree preferred
Project management & issue resolution skills a plus
Strong leadership, presentation, & general management skills
Highly organized with strong attention to detail and accuracy
Ability to function in a fast-paced environment, work independently and handle multiple initiatives concurrently

Mortgage Banking Resume Examples & Samples

Demonstrate a strong sense of urgency by responding immediately and accurately to escalated issues and rapidly changing priorities
Maintain controls (systematic and or manual) as assigned, and escalate if break occurs
Complete job duties within established SLA and maintain acceptable quality standards
Lead and/or assist in researching issues and problem solving for the same
Act as Department or Function SME in internal and external meetings
Receive and review system enhancement requests, complete testing and report all results to management
Ability to clearly communicate in writing, over the phone, or in person to internal and external customers
Review invoice for completeness and accuracy prior to processing or rendering a decision
Display complete understanding of all processes and functions within IP department and changes
Assist with and conduct training of new employees and existing employees, and completion of time studies
Review processes for possible improvements and efficiency gains, including update of procedures as appropriate
Clear communication required with peers and management team of issues that require escalation, propose solutions and implement the same with little supervision

Mortgage Banking Ops Client Relat Spec Resume Examples & Samples

Service each caller using a polite, friendly and professional approach
One year or more of customer service experience (banking experience preferred)
Active listening skills

Mortgage Banking Resume Examples & Samples

Minimum of 5 years' direct mortgage servicing experience or 5 years in a related field
Bachelors Degree in a field related to industry or equivalent experience preferred
Proficient with Microsoft Windows
Ability to use logic and reasoning skills
Thorough understanding of the Bankruptcy Code and the Bankruptcy Court System
Must have prior supervisory experience
Have understanding of budget preparation
Have understanding of audit readiness
Fair Debt Collections Practices knowledge

Mortgage Banking Resume Examples & Samples

Execute, maintain and enhance various processes and reports that the area currently has in support different lines of businesses within mortgage
Develop and code new database objects and processes and tasks that are being requested by the business. SQL (both T-SQL and PL-SQL) are the primary logic languages used. Mid to advance level Excel manipulation may be leveraged for presentation purposes. Beginner to mid-level SSRS report coding and design may also be leveraged for presentation of data
Development of dtsx packages using Visual Studio 2012 in support of needed information to drive reports/process needs
Adheres to various standards (i.e. technology, business unit and audit) with regards to risk management, security policies and development guidelines

Mortgage Banking Resume Examples & Samples

The ability to design and develop data structures that enable reporting and analytics to be developed efficiently
Partner with business owners to implement new data sources and ensure consistent definitions are used in reporting and analytics
Detailed analysis of information with the goal of developing a robust conclusion and recommendation
Three+ years of prior experience in mortgage banking servicing, operations, accounting, finance, or originations is preferred, but not required
Bachelor's degree or equivalent required relating to Accounting, Finance, Information Technology, Engineering is required
Requires ability to be flexible, follow tight deadlines, and prioritize workloads
Ability to problem solves and makes decisions when variables, alternatives, and outcomes are not clearly defined
Ability to interact effectively with all levels of management, including cross-functional and internal stakeholders

Ccb-mortgage Banking Resume Examples & Samples

Oversee one or more key operational functions of a channel including sales, underwriting, and closing, that impact the overall credit quality of new originations
Own strategic / business initiatives that impact lending in the channel
Provide effective risk oversight through active and direct engagement with the business unit being supported. Ensure that key decisions have the appropriate levels of transparency and governance
Maintain policies consistent within Risk Appetite frameworks and investor guidelines
Act as a trusted advisor to the Channel leaders for all matters that impact production and origination of loans
10+ year mortgage experience
Project management and complex change management experience

Mortgage Banking Liquidations Closer Resume Examples & Samples

Excellent time management and prioritization
Ability to work with external clients (customers, vendors, title agencies, and listing agents)
Ability to manage fast pace and complete significant workloads with established SLAs
Works well with others to achieve shared goals
Superior analytic and critical thinking skills
Ability to adjust to changes quickly and effectively
Excellent communication ability
Expert knowledge of default servicing systems such as MSP, SPO Tool, Equator, etc
Expert knowledge with Microsoft Excel, Word, Visio, Outlook, etc

Mortgage Banking Resume Examples & Samples

Supports operational and/or technical tasks/projects/assignments, as assigned end-to-end to identify all potential problems and how to solve for them. Articulates issues and risks to management. Provides support to department to ensure timely completion
Works with the Business Analysis and Development teams to ensure applications meet requirements and are of high quality
Reviews Functional Specifications, Impact Matrices and Test Cases to understand the requirements necessary to test the application and verify requirements are successfully met
Develop, test and implement daily, weekly, monthly, and ad hoc reports that enable data driven business decisions providing analysis and meaningful interpretation of resulting data
Assists in writing Use Cases, Business Requirements Documents, tracking defects, tracking resolutions, and providing summaries for management. Troubleshoots production issues and recommends corrections or changes
Write and maintain data base queries to support business initiatives
Design and document reporting requirements as defined by the business
Participate in project activities that include a reporting deliverable
If applicable, coordinates with Off-shore staff to complete responsibilities
Review and recommend process improvement opportunities within the business unit
Responsible for assessing cross impacts as part of project support, which includes working directly with the LOB
VPs to make recommendations on process changes and define implementation roadmaps
Will routinely create and edit departmental policies and procedures based on LOB, Regulatory, Default, or Risk changes
Minimum three years of UAT, Regression, End to End testing work experience
One to three years of prior experience in mortgage banking servicing, operations or originations
Specific knowledge of the policies, procedures and systems pertaining to servicing, operations or originations is preferred
Experience writing detailed test plans and test cases based on business requirements, business use cases, functional specifications, JIRA or other technical documentation
Excellent project coordination and project tracking skills
Experience in waterfall and agile methodologies preferred
Experience in collaborating in an on-site and geographically diverse environment
Excellent attention to detail and ability to analyze detailed business requirements, raise questions and seek resolution to outstanding clarifications required
Experience in using HP Application Lifecycle Management (ALM) preferred

100

Mortgage Banking Resume Examples & Samples

Help identify problems, their root cause and escalate as needed for an appropriate resolution
Ability to meet deliverables and tight timetables
Must be flexible self motivated detail oriented
The position requires analytical thinking, accountability, accuracy, flexibility, and an ability to prioritize work
Ability to organize and multi-task in a fast-paced environment possess ability to prioritize workload and operate effectively and efficiently
Tact and good judgment in interacting with management, customers and vendors
Preferred 2+ years mortgage banking or similar job experience
Good PC skills, proficient knowledge of Windows XP MS Word Excel Visio and Power Point
Good working knowledge of Chase Servicing and Default operations

101

Mortgage Banking Document Specialist Resume Examples & Samples

1-2 years of default document review experience
Excellent time management sckills
Effective writeen and verbal communication skills

102

Mortgage Banking Resume Examples & Samples

Mine OCR database to produce iterative reporting and analyses in support of efforts to improve both the amount of coverage and accuracy of OCR software
Utilize information extracted from OCR database to identify gaps in accuracy and coverage, and opportunities to reduce these gaps
Monitor OCR software tuning rule set changes through test and control analysis and reporting of output
Validate and test code and output for accuracy
Assist in tracking of deliverables and program updates
Relate analytical insights to document characteristics and anomalies
Mine Capture Stats DB, a 500GB database that records all OCR automated output, exception queue selections, and QC corrections
Minimum 3 years experience in a data mining role, with broad database platform experience (Oracle, DB2, Teradata)
Proficiency in one or more of the following applications: SAS, SQL, Business Objects, Brio or similar data mining tools
Minimum 2-4 years of Mortgage Banking experience applying knowledge of the mortgage lending lifecycle, especially originations
Knowledge of mortgage documents highly desirable
Ability to lead the delivery of high-quality results under tight deadlines
Strong analytical and problem solving ability required
Experience working with large, complex datasets
Bachelors degree required, ideally in a business, financial, or technical discipline

103

Mortgage Banking Resume Examples & Samples

Associate project review requests to the correct project and place in the unassigned queue
Record FNMA Unavailable projects, PERS approvals, SAD projects in PAD/RPS (I need to check to see if your role allows you to update status and enter comments.)
Email and phone inquires regarding project status and project information
Remove duplicates from RPS
General RPS cleanup
General Project Folder cleanup
Supplies
Travel Planning/Expenses Reporting
Process Invoices
Facility support
Mail
Iron Mountain – send project files for storage and retrieve when needed
Prepare recognition certificates
Maintain Contact Phone Lists
Maintain Birthday/Anniversary Lists
Conference room reservations
Agenda and Minutes for various meetings
On/Off Boarding Profiles – Updates and Certification
Two years of college and one to two years mortgage experience preferred with some knowledge of Condo/Co-op/PUD lending terminology a plus
Computer literate - Microsoft Outlook, Word, Excel, Power Point, database exposure
Good interpersonal and communication skillsAbility to interact on multiple levels in a large, diverse organization
Demonstrated analytical with high attention to detail and follow up skills
Works well under pressure, prioritizing assignments while handling multiple tasks simultaneously
Mortgage administration experience preferred

104

Mortgage Banking Resume Examples & Samples

Proficiency within the Microsoft Office suite Ms Access, PowerPoint, Excel functions including pivot tables, charts, embedded queries, macros and Visual Basic.Strong oral and written communication skills. Expresses thoughts and ideas clearly and concisely
Knowledge of legal processes related to litigation
Ability to collaborate with and influence various stakeholders
Prior experience managing teams is preferred
Ability to coach and provide meaningful feedback to employees
Demonstrated ability to foster an open working environment
Ability to identify trends and improve processes for both the customer and the business
Understanding of regulatory/legal landscape related to collections litigation
Ability to work with audit, compliance and regulatory constituencies to manage work in accordance with established procedures and relevant regulations and laws
Demonstrated accountability for work processes and the associated risks and controls
Demonstrated ability to raise issues to relevant stakeholders or management with respect to the control environment

105

Mortgage Banking Resume Examples & Samples

Accountable for recognizing opportunities and recommending enhancements to existing/ new process flow(s) to improve effectiveness, efficiency and quality of the customer experience
Effectively mitigates risk and implement solutions to reduce losses
Ensures consistent adherence/compliance to procedures and policies including but not limited bank policy, regulatory requirements, in Customer Assist
Monitors communication and teamwork with internal/external partners to ensure timely hand-off of next process steps
Responsible for compiling and analyzing statistical data relative to unit productivity, risk and provide appropriate feedback or potential solution
Effectively communicates Chase, LOB, and department & management initiatives, expectations, updates and procedural changes through clear & concise communication
Reviews each Operations Specialists results through pipeline reviews and audits to ensure compliance with department, investor and regulatory requirements
Assists with problem resolution working directly with internal departments as needed in order to facilitate issue resolution
Ensures and maintain proper policies, procedures and processes are communicated, understood and followed
Must be able to effectively handle competing priorities and have the ability to work as a part of multiple teams
Prior experience in the Default Servicing space is preferred
Knowledge of the servicing systems or applications (i.e. MSP, VLS, CMS, Fortracs, CCW, Ivault, Lender Live, Info Source, Default Workflow, MS Office)
Ability to interact effectively with all levels of management, including cross-functional and external stakeholders

106

Mortgage Banking Resume Examples & Samples

You will manage, coordinate, and direct the daily operation of several loan processor teams. Management responsibilities include, but are not limited to, reviewing daily production metrics, discussing expectations of operations, underwriting and origination partners, review weekly pipeline management results with their teams
Frequent and pro-active discussions with functional partners on business strategies and performance. Management of actions plans, working with various levels of loan origination leadership to understand business needs. Ownership of monthly funding forecasts and funding results, in conjunction with operations and origination leadership, will be required
Team Manager, with peers, will identify load balancing needs across teams. This includes ensuring staff adjustments are made to support volume changes
A Sr. Team Manager will coach their Team Managers to improve team production and ensure that subordinates are provided with the appropriate tools to successfully execute their responsibilities by daily on-the-floor management and inspection of Chase Pipeline Prioritization System (PPS). A Sr. Team Manager will drive productivity by ensuring utilization of the PPS down to the Processor level, strict management of tasks by instituting structure and daily behaviorial habits A Sr Team Manager will develop the skills of subordinates through regular performance management meetings discussing goal-setting, delegation, training, counseling, achievement of established performance goals, reinforce traininag and ensure understanding of policies and procedures. They will document performance results, recommend and execute disciplinary action when required
Through effective problem idenfitication and development of alternate solutions, A Sr Team Manager will assist with customer service issues and customer complaints, address escalated issues from Team Managers and coordinate appropriate decisions in order to resolve concerns. A Sr Team Manager is an example of customer focused direction, leadership and expertise to functional subordinates
A Sr Team Manager will monitor adherence to prescribed customer satisfaction, cycle times, productivity goals, and pipeline management relating to loan processing. They are accountable for all quality results within their team (loan quality, call monitoring, etc.)
A Sr Team Manager will participate in various projects and feedback sessions to positivelyimpact workflow, policies and procedures, system enhancements, etc
A successful Sr. Team Manager will have proven and sustained performance driven by a high concentration of floor presence
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter
Strong working knowledge of mortgage originations, specifically mortgage operations
Minimum 6 - 8 years experience in mortgage loan processing/closing (conventional and government; purchase and refinance) strongly preferred
Minimum 4 years experience in loan production administration, prior supervisory experience strongly preferred
Bachelor's Degree in Business or a discipline related to the duties of the position preferred

107

Mortgage Banking Resume Examples & Samples

Verify receipt of all closing documents to ensure they are correct and have been executed properly
Review all outstanding closing conditions regarding required documentation. This may include the HUD, Mortgage, Note, Right to Cancel, Truth in Lending and any Closing requirement showing on the Schedule A in the Closing package. Determine if conditions are met and update system of record with document status accordingly
Analyze and notate documentation that is outstanding
Minimum of 1 year mortgage closing or processing working experience in conventional, FHA and VA financing preferred
Able to understand and explain HUD 1 settlement statement preferred

108

Mortgage Banking Resume Examples & Samples

One to three years of combined mortgage experience including loss mitigation, loan modification, underwriting, bankruptcy, foreclosure, etc
One or more years experience managing in a high productive operations center
Strong analytical and decision making skill
Strong team building skills; ability to onboard, train, manage and motivate staff
High school diploma or equivalent required; Bachelor's degree strongly preferred

109

Mortgage Banking Resume Examples & Samples

Leads tasks/projects end to end to identify all potential problems and how to solve for them
3-5 years’ experience working management reporting and performance analysis techniques strongly preferred
Proficiency within the Microsoft Office suite MS Access, PowerPoint, Excel functions including pivot tables, charts, embedded queries, macros and Visual Basic

110

Mortgage Banking Resume Examples & Samples

Solid computer knowledge (Microsoft Applications: Outlook, Word and Excel) preferred
Demonstrated organization and time management skills
Detail orientated, with ability to learn complex procedures
Adapts easily to changes, including new methods, procedures and systems
Works well in a team environment

111

Mortgage Banking Resume Examples & Samples

Bachelor’s degree (or equivalent experience) in Finance, Economics,
Must demonstrate strong time management skills, ability to multi-task and
Role may involve a working knowledge of database managementand reporting tools (e.g., MS Access, TOAD, Info1, and LPS/MSP Passport)
Position may include the need to access loan-level and transaction-level data from multiple internal and external sources (Data Marts,Info One, Systems of Record, etc.) using various programs and languages (SAS, SQL, Business Objects, etc.)
Role may involve the preparation of monthly reports and reconciliations in accordance with internal standards and procedures

112

Mortgage Banking Resume Examples & Samples

3+ years Vendor Management experience required, Sourcing and TPO experience strongly preferred
Knowledge of collateral valuation products and services
Ability to build productive relationships with assigned vendors and internal business partners
Must have strong presentation skills and be comfortable interacting with all levels of management
Excellent problem solving skills and ability to develop effective business solutions
Work independently in a matrixed environment with minimal direct supervision
Microsoft Office experience a must with a high level of proficiency in Excel, Word and Powerpoint

113

Mortgage Banking Resume Examples & Samples

Minimum two years Call Center/Customer Service experience required
Prior bankruptcy knowledge/experience strongly preferred
Ability to read, understand, and analyze loan level information in order to derive the next appropriate action
One or more years’ experience in quality control, operational control or audit preferred
Strong proficiency in Microsoft Outlook, Word and Excel
Spanish speaking experience strongly preferred
Strong work ethic and experience working in fast paced environment
Applies relevant experience in default processing
Reasons logically
Learns and follows procedures
Plans, organizes and uses time effectively
Possesses problem solving skills
Effectively partners with internal and external parties
Works effectively in a team environment
Adheres to compliance with legal and regulatory requirements

114

Mortgage Banking Resume Examples & Samples

Bachelor’s degree or 2+ years of analytical work experience
Minimum 1+ years of work experience in IT
Minimum 1+ years of experience in understanding business
Line of Business experience is a plus
Experience in writing test scenarios

115

Mortgage Banking Loan Closer Resume Examples & Samples

Review incoming HUD-1 documents for compliance with program guidelines
Ensure title companies adhere to Chase policies and procedures and ensure closings result in a highly satisfactory customer experience
Proven ability to multi-task
Ability to build strong relationships with internal partners

116

Mortgage Banking Resume Examples & Samples

Provide oversight and guidance for MB Correction cases to ensure adherence to published guidelines
Act as liaison between business/CCB/MIS/Remediation Managers
Identify and implement process improvement initiatives
Perform data analytics/root cause analysis as needed
3 years in Mortgage Banking or related financial experience required
BS/BA degree or equivalent job experience
In-depth knowledge of Microsoft Office: Word/ Excel/ PowerPoint/Visio/VBA
Ability to lead or participate in a highly engaged level on large scale projects
Familiar with SDLC process and requirements development
Ability to read and discuss SQL code to both technical and non-technical audiences
Very strong problem solving skills and critical thinking capabilities with ability to approach tasks in a structured way
Written and verbal communication skills, including ability to create concise and effective requirements documents/communication materials for technical and non-technical audiences
Strong interpersonal leadership, collaboration and influencing skills, and ability to interact with colleagues at all levels in a peer-like manner, and achieve goals without direct control over resources

117

Mortgage Banking Resume Examples & Samples

7+ years of strong loss mitigation mortgage underwriting and/or product/process management experience with FNMA, FHLMC, USDA, VA, FHA, GMNA, Private and Asset Investors
Proven leader, ability to drive performance as it relates to financial and economic returns to the business (Prior P&L management desirable)
Ability to translate complex content into understandable business drivers , value statements and action campaigns
Professional maturity and confidence in expressing a point of view with peers and senior management
Strong analytical, communication and negotiations kills
Ability to anticipate control gaps and aggressively drive initiatives to timely closure
Experience with coordinating the management and resolution of issues
Experience and understanding of complex financial analysis, economic models, and key portfolio drivers that impact mortgage loan performance

118

Mortgage Banking Resume Examples & Samples

Able to multitask while meeting strict deadlines
Able to operate in a fast paced environment
Strong Microsoft Excel and Access skills
Previous experience using SAP, Passport, and MSP
Basic understanding of the Accounting Principles
Previous reporting or accounting skills a plus
Able to work independently or in a team environment
Comfortable communicating with all levels of management
Able to work with both internal and external partners

119

Mortgage Banking Resume Examples & Samples

Review subordination submission package for completeness
Request missing items from submitting institution
Perform database input
Underwrite request to subordination policy
Perform research to clear title or other file issues
Convey status and keep parties apprised during process
Prepare subordination document
Process collection of fee (when applicable)
Follow up or respond to status inquiries
Service incoming calls from customers, lenders, title and internal Chase partners
Pipeline management
Perform escrow and other post closing follow up
Mail, filing and general clerical duties
2 to 3 years of credit analyst, decision making, or risk analysis in a mortgage banking field or related underwriting experience in consumer lending
Experience with mortgage related documents – title search, appraisal/evaluation methods and review
Proficient in computer applications – Outlook, Excel, Word
The ability to write and speak professionally with internal & external customers
Knowledge on the following Bank systems: VLS, MSP/Fidelity, APEX, Customer Assist and I-vault
Experience with title searches, UCC recording, Lien research and MERS registration
Familiarity with mortgage related products, terminology, documents, and processes
Knowledge of Home Equity consumer loan products, procedures, and guidelines
Time management and ability to adapt to change in a fast paced production environment

120

Mortgage Banking Quality Senior Specialist Resume Examples & Samples

Subject matter expertise of Post Closing reviews and processes
Ability to follow complex methods, policies and procedures
Demonstrated leadership and problem solving skills
3 years of experience within Production Quality with demonstrated mastery as business unit subject matter expert
Responsible for reviewing and responding to disputes submitted by the business
Train employees and/or the business, be the subject matter expert within Post Close group
Identify and escalate emerging issues, as well as assist in designing controls to mitigate risk
Perform high risk reviews when necessary to ensure all goals / targets are met
Knowledge of agency guideline, FHA, VA, GNMA, FNMA and Freddie Mac, preferred
Strong PC skills including (MS Outlook, MS Office including Word and Excel,)

121

Mortgage Banking Resume Examples & Samples

Preparation of monthly reporting and facilitate monthly meetings
Research advance losses that are billed to Chase, working with Chase SME’s as needed
Liaison between 3rd party Servicer and Chase business units to obtain required information related to loan issues
Ensure business procedures remain current and are published
Assisting with Advance Oversight functions or Flood monitoring of LSBO as needed
Bachelor's degree required (preferably Accounting or Finance) or equivalent business experience
Preferably 2+ years Mortgage Servicing Experience
Strong collaboration skills with internal departments in the formulation of approaches, tactics and/or plans to deliver required business results

122

Mortgage Banking Resume Examples & Samples

Follow up with Home Owner Associations to obtain all critical documents, review all documents for completeness, accuracy and acceptability against the Project Approval Group requirements to proactively identify potential problems before submission to the Project Approval Group
Liaise with loan Officers, Loan Processors and Managers on project approval status as it pertains to their loans; also follow up on additional information
Maintain contact with management companies and insurance agencies to obtain proper documentation for Project Approval Group’s review
Proactively identify and work condo and coop loans by researching the project status and identifying all required documentation needed for a project review; minimize cycle time with a daily review of all files through reporting, CFM and CLOSR
Maintain workflow utilizing Excel and CFM
Research project approval database

123

Mortgage Banking Document QC Specialist Resume Examples & Samples

Execute legal documents in compliance with procedures and guidelines
Two or more years of financial services operations experience (i.e. mortgage, legal documents, default, asset recovery) preferred
1-2 years of default document review experience preferred
Accounting experience and/or experience working with General Ledgers is strongly preferred
Excellent time management skills
Proficiency in Microsoft Word and Excel preferred
High school diploma or equivalent required; college degree strongly preferred

124

Mortgage Banking Resume Examples & Samples

Technical Knowledge: Performs advanced technical tasks, using tools such as Excel or SAS. Has a advanced familiarity with internal technology systems
Performs daily control processes for the line of business that support inventory management
Develops and communicates solutions for the line of business by effectively gathering, compiling and reviewing information and data, evaluating existing systems and procedures, identifying alternate courses of actions, development of tools and/or improvements
Individually solves business problems and completes analysis. Performs functions to provide performance information to LOB leaders
Keeps others inform med of key business information, issues decisions and action

125

Mortgage Banking Resume Examples & Samples

Delivering Results – Strive to set and understand goals and work to reach
Develops and communicates solutions for the line of business
Able to communicate effectively to an audience including all levels of LOB
Strong oral and written communication skills. Expresses thoughts and ideas

126

Mortgage Banking Deed Resume Examples & Samples

Minimum of one year experience in a high volume sales or customer contact center is strongly preferred
Proficiency in building and maintaining positive client relationships
Proven ability to actively listen and proactively provide appropriate solutions and problem solving
Must be detail oriented, organized and poses the ability to multi-task with a proven ability to follow policies, procedures, and regulatory requirements
Ability to quickly absorb complex information, process information and apply appropriately to customer’s needs and understanding when to escalate items
Ability to work well under pressure while multi-tasking to meet deadlines

127

Mortgage Banking Resume Examples & Samples

Understand Chase Strategy and communicate value proposition to team and clients
Represent Chase effectively with Senior Executives & Business Leaders within Fortune 1000 companies
Partner closely with Business Development, Sales, Operations & Underwriting internally to support client’s needs
Lead Client Account Managers to focus them on sales & relationship building activities that increase leads & penetration within existing clients
Manage Client Service Management function focused on direct billing support, receivables and client follow-up
Mentor team to operate at senior levels with client partners
Focus team on increasing lead flow from existing clients including events at client sites; supporting client unique needs & becoming the trusted industry expert on
Working knowledge of all operational policies and practices to effectively represent process
Represent client perspective to all internal departments
8-12 years Mortgage Banking experience is preferred
8 years Mobility Industry experience is preferred

128

Mortgage Banking Resume Examples & Samples

Translate business needs into effective and high-quality change requests, evaluating regulatory/contractual requirements to ensure that requested change does not conflict with established guidelines
Obtain approval from all stakeholders prior to submission of change request
Participate as required in Weekly Change Management Review calls to discuss the requested letter change with cross impacted operational teams
Work closely with Letters Administration to draft the letter changes

129

Mortgage Banking Resume Examples & Samples

This position could be a management position that manages teams and exempt individual contributors and may have manage various functions including initiatives, performance/process improvement, development and implementation of business strategies, business analysis, problem resolution, reporting and controls
Responsible for supporting the coordination and execution of a variety of critical activities including strategic and tactical initiatives, management and operational support, executive reporting and business planning
Managing business solutions initiatives to assess business needs, propose, and evaluate solutions, in partnership with other business support functions
Provide recommendations to improve operational systems, business performance processes & policies in support of organization commitment to compliance
Participate in strategic and operational planning session, process reviews with internal audit, process engineers, etc
Prepare executive presentations and reports for business reviews, budget presentations and senior leadership meetings
Build and maintain strong, collaborative working relationships with internal and external customers and partners, including peers across the Firm, with focus on customer experience
Aid in creating an "audit ready" environment by strengthening key controls and ensuring all necessary reporting has been developed as applicable in conjunction with the operational risk team
Responsible for implementing controls within span of control to ensure that Chase complies with regulatory requirements
If applicable, ensure staff participate in required training and ensure that their employees attend required training on pertinent compliance laws and regulations
Researches and evaluates high priority or complex problems through communication and negotiation with other internal departments, provides recommendations for resolution
May interact with Investors, MHA-C & Internal Audit/Compliance Departments on an as needed basis
Act as a liaison between various Lines of Businesses to assist in action plan resolution by ensuring proper gap analysis occurs and corrective processes are implemented
5 years of related experience in mortgage banking and default loan operations experience; Bachelor’s Degree strongly preferred
3 years experience managing a team with a solid understanding of business analyst functions along with strong understanding of LOB processes and procedures
Working knowledge of mortgage lending systems
Demonstrated knowledge of loan service industry in areas of investor, insurer, regulatory, and state servicing requirements; remedies available for specific loan types; and real estate fundamentals
Experience with process improvement & project management methodology preferred
Proficiency with office products such as Word and Excel, Access and business presentation tools such as Power Point and Visio

130

Mortgage Banking, Capital Markets Resume Examples & Samples

Support all departments to meet production goals
Collaborate in planning, design, development, testing & implementing new technology or enhancements to existing technology
Understand & support the company’s goals & objectives
Loan delivery to GSEs including, but not limited to allocation, pooling, defect research/remediation, etc (include all delivery functions)
2 – 5 years Mortgage Banking experience
Excellent communication skills with internal & external customers
Ability to organize and manage multiple priorities
Expert knowledge of overall mortgage lending processes - Conventional, VA, FHA
Underwriting knowledge/experience preferred
Strong focus on attention to detail and the desire to deliver accuracy and quality
Evaluate as-is processes, identify gaps, risks and recommend solutions that clearly add value to customer experience, employee efficiency, costs and cost structure, controls and revenue
Participates in establishing performance measures, productivity goals and identifying opportunities for improvement
Individually solves business problems and completes analysis
Ability to understand and interpret the impact of policy and procedural changes, as well as identify and convey potential problem areas
Perform advanced technical tasks, using tools such as Excel, Word., PowerPoint

131

Mortgage Banking Resume Examples & Samples

Proficiency with SQL Server development including (Functions, Procedures, etc.)
Experience creating SSRS reports or within other BI tools
Work closely with business partners to identify process improvements and leverage technology to automate and streamline existing processes

132

Mortgage Banking Resume Examples & Samples

Interacts with staff at all levels in a fast paced environment, sometimes under pressure
Develops relationships in a highly-matrixed organization
Handles the administrative and executive support related tasks with minimal supervision
Adapts procedures, processes and techniques to the completion of assignments and in line with the department's activities and goals
Minimum 5+ years of experience in a Senior Administrative Assistant role working in a fast-paced environment supporting multiple executives and their teams
Experience in managing multiple calendars, travel schedules and expense submissions
Strong working experience with Microsoft Word, Excel and PowerPoint, including table creation, mail merges and basic formatting
Knowledge of general administrative procedures (e.g., managerial requests, IT troubleshooting and escalation, filing (physical/virtual), correspondence)
Superior verbal and written communication skills including excellent phone etiquette

133

Mortgage Banking Resume Examples & Samples

Partner with MIS to coordinate the reporting needs within the product team
Review Mortgage Insurer’s guideline changes and conduct impact assessment
Execute Mortgage Banking Highlights Calls and Product Announcements
Maintain and Update Mortgage Banking Product Super Matrices
Provide business analyst support throughout product lifecycle
Provide support for the development of strategic product proposals
Partner with product manager(s) to reengineer and improve product process efficiencies
Develop product proposals for executive and risk committee review
Maintain executive product updates and dashboards
Support key product strategy summits and meetings
Conduct marketing reviews
3+ years in financial services; experience working with mortgage products and credit guidelines a plus
Ability to prioritize and work on competing priorities and project and deliver under tight deadlines
Excellent communications and organizational skills
Self-starter with exceptional problem solving and analytical skills
Microsoft Office Suite and database software applications, VBA is a plus

134

Mortgage Banking Resume Examples & Samples

Develop, test, and produce complex analytical reports utilizing the tool set for SQL Server (SSRS, SSIS, SSAS) to assist the business in meeting operational objectives
Design/Create ETL processes using SSIS packages
Maintain, launch and evaluate reports on a recurring basis
Work with less seasoned analysts and business partners to lead in developing reporting
Partner with business contacts to develop and document requirements for operational reports and assist in analyzing requirements and results for operations
Work independently to deliver on reporting requests and prepare requests for highly technical coding and program processes
Perform a lead role capacity to coach and mentor less seasoned analysts in performing reporting duties
Analyze mine data, interpret results, identify drivers and exceptions, as well as communicate findings effectively to stakeholders at all levels across the business
3+ years of experience working within SQL Server
3+ years of experience building SQL Server Reporting Services (SSRS) required
Bachelor's degree or equivalent required relating to Accounting, Finance, Information Technology, Engineering
Previous experience in designing an end-to-end Business Intelligence solution within SQL Server
Strong MS Excel skills (leveraged for report automation, embedded queries, macros, data modeling)
Detail oriented with well-developed analytical and problem solving skills
Must possess the ability to work and research/resolve issues independently while sharing best practices and knowledge with colleagues these findings effectively to stakeholders at all levels across the business

135

Mortgage Banking Shared Services Resume Examples & Samples

Perform FSFO quality audits. Ensure that audits are completed accurately and fairly by consistently utilizing applicable audit checklists and referencing established operational procedures. Maintain thorough documentation. Complete audit results reporting within established timeframes
Participate in FSFO projects and initiatives. Complete projects and tasks by deadline and deliver all that was promised
Revise, create and implement department procedures and training manuals
Intermediate-level Micro Soft applications - Visio, PowerPoint and Excel

136

Mortgage Banking Resume Examples & Samples

Teambuilding/Foster Productive Teamwork: Inspires, motivates and guides others toward the accomplishment of a goal; develops and sustains cooperative working relationships; and fosters commitment, team spirit, pride and trust. Defined by behaviors such as establishing open and trusting relationships; treating others with respect; creating a climate where people are committed to sharing information; and providing a structure and direction to enable a team to accomplish work goals
Effective Written and Oral Communication: Listens to others and communicates both written and orally using clear, coherent, and persuasive language. Demonstrates the ability to communicate and listen effectively in a variety of settings: one-on-one, small and large groups, with peers, direct reports, and superiors. Demonstrates the ability to write clearly and succinctly in a variety of communication settings and styles
Interpersonal Skills and Partnering: Interacts positively with different people at all levels – internal and external to JPMC; builds appropriate rapport and treats others with courtesy, sensitivity, and respect. Ability to work with people of differing backgrounds and styles. Collaborates effectively across organizational components to find common ground; and demonstrates professionalism while building relationships
Organization, Industry and Technical Credibility: Possesses an understanding of mortgage servicing policies and procedures, including investor, legal, and compliance guidelines. Demonstrates the ability to understand financial concepts and analyze financial data. Understands and appropriately applies business principles, policies, procedures, requirements, regulations and policies related to specialized expertise. Effectively links organizational functions to mission needs
Influencing & Negotiation: Negotiates effectively with internal and external groups in a direct and diplomatic manner; builds consensus through give and take; achieves concessions without damaging relationships; gains trust and cooperation with other parties and demonstrates a good sense of timing
Problem-Solving: Identifies problems, recognizes the root causes, and identifies multiple potential or innovative solutions to problems. Uses sound logic and methods to anticipate, identify, and analyze problems; weighs relevance and accuracy of information; generates alternative solutions and recommendations
Workforce Planning: Ability to plan for changes in the deployment of staffing resources and/or required capacity in accordance with changes to current and expected workload demands. Able to identify and obtain resources to support work related activities (i.e., assigning the right people to the right tasks; assigning the proper workload to team members, etc.)
Risk Management and Escalates Information: Plans and implements measures that anticipate, avoid, overcome, compensate or optimize risk-taking decisions within the organization. Effectively recognizes important information and is able to escalate high-risk issues to others clearly and in a timely fashion. Effectively recognizes important information and is able to escalate high-risk issues to others clearly and in a timely fashion
Serves as Project Manager for Change Management (CM) initiatives with requisite Mortgage Banking Divisions throughout CM project lifecycles
Manages Change Management execution override pipeline for assigned Mortgage Bank Division(s) from evaluation to execution, including weekly review meetings, initiative prioritization, and timeline/release date management
Partners with Operations Division, Change Management and support teams to improve efficiency and effectiveness of change management execution
Chairs/manages weekly portfolio review and prioritization forum that includes Operations, Compliance, Risk and other support functions including Change Management
Partners with Operations Division to prioritize requests, resolve execution issues, make trade off decisions and handle high profile expedited change requests
Serves as primary Change Management interface with key Division Support partners including Compliance, Risk, Control, Letter Admin, Training, etc
Coordinates and/or delivers Change Management training to Division approved change requestors/approvers and provides ongoing assistance
Represents interests, agenda and needs of assigned Division(s) with the Change Management organization
Assists Division with prioritization decisions, submitting complete Change Requests and identifying issues for business resolution as needed
Escalates and resolves execution issues and partners with the Change Management Release Management team to manage the overall execution calendar
Provides direction, coaching and guidance to Junior Relationship Manager(s) and Change Management Business Analysts assigned to support MB Business Divisions
Constantly looks for ways to improve the change management process and drive efficiencies
Very strong partnership, collaboration and influence management skills across Mortgage Banking and at all levels of the organization
5+ years experience in Mortgage Banking Operations, other relevant Operations or Project/Change Management experience preferred
BA/BS degree preferred, MBA a plus
Excellent writing & communication skills
Strong project management & issue resolution skills
Experience with business process improvement work preferred

137

Mortgage Banking Resume Examples & Samples

Manages an individual pipeline of files from assignment to closing
Actively works processor pipelines as vacancy dictates
Supports team manager with pipeline management, queue review, customer complaints, and quality audit support
Assists in managing overall pipeline and performance metrics
Acts as mentor across all roles for new team members
Perform activities essential to the job functions as assigned and assist others as needed to provide coaching feedback and best practice sharing
Acts as a point of contact when a team manager is out of the office or unavailable
Assists with coaching and feedback and provides best practices for productivity and quality. (i.e., customer communication, time management)
Ability to maintain high quality output while maintaining an individual and team pipeline of files at various levels of completion
Proficient at pipeline management with emphasis on organizational and multi-tasking skills; Expertise in producing quality files to ensure passing of all quality audits throughout the process
3+ years experience as a mortgage or home equity loan processor preferred
Previous leadership experience preferred
Bilingual preferred

138

Mortgage Banking Resume Examples & Samples

BA/BS degree with minimum 3.2 GPA (Competitive applications with a minimum GPA of 3.0 may be considered)
Must have graduated within the last 3 years or have 1-2 years experience in a reporting or analytical field
While all majors will be considered, business-related majors are preferred
Excellent quantitative and qualitative analytical skills
Desire to make a difference in customers’ lives
A high degree of motivation and initiative
Permanent U.S. work authorization is required

139

Mortgage Banking Valuations Specialist Resume Examples & Samples

Perform daily oversight of AMC pipeline of work; manage the established AMC Service Levels
Work with Chase Mortgage partners in the timely resolution of sensitive or complex issues
Utilize Chase Processing systems (RealEC, CLOSR, CFM, MX, Home Equity systems including RCO and Stewart Portal, VA portal etc.) to check status of orders and research escalations
Utilize judgement and problem-solving abilities to process and expedite escalations and issues including level 2 MX tracking items and orders on hold
Monitor AMC performance and communicate trends to Chase management team
Identify process improvements, execute solutions and effectively implement new procedures
Monitor incoming volume; assist manager with workload management
Assist with department projects as assigned
Collaborate with management and peers on business goals, department objectives, and company initiatives
Effectively handle and resolve escalated issues
Ensure quality issues are resolved in a timely manner in order to meet the established service levels
Serve as Subject Matter Experts on our processes, tools, and applications to assist in resolution of IT issues
Maintain a controlled environment; audit-ready at all times ensuring procedures are maintained, followed by team, published, and updated as necessary
Participate in UAT activities when onboarding new vendors, systems, and applications
Participate in audit preparation, audit review, RCSA testing and ownership of assigned plans
2+ years experience in the mortgage industry required
4+ years experience in a financial institution or corporate environment required
Knowledge of Valuations preferred
Successful track record of building business relationships
Excellent professional communication skills required with experience interfacing with executive levels of management
Experience representing management in business meetings
Experience performing pipeline management or frontline operations
Solid judgement and ability to make decisions based on the goals outlined by management and the firm’s operating principles
Demonstrated ability to manage workflow and priorities required
Proven record of reliable customer service to internal and external customers required
Advanced PC skills (Microsoft Office)
Strong customer focus
Experience dealing with Conflict Management required
Underwriting or Appraisal experience is preferred

140

Mortgage Banking Resume Examples & Samples

Minimum 4 years of combined mortgage experience in REO and/or Preservation preferred
Working knowledge of Investor guidelines and requirements
Ability to effectively resolve problems using strong logic and problem resolution skills
Proven success in Project Management with ability to meet deadlines
Proven people skills to include coaching for results to meet business goals and objectives
Ability to lead teams through Change Management
Strong situational leadership skillset
Knowledge of mortgage banking systems (LPSD, MSP) preferred

141

Mortgage Banking Senior Specialist Resume Examples & Samples

Customer Focused
Must exhibit a keen attention to detail
Ability to work at a high energy level and with a sense of urgency
Experience reviewing mortgage loan documentation
Excellent analytical skills and problem solving skills required
Experience with Fidelity LPS servicing
Two plus years mortgage experience
Goal oriented/ Self motivated
Maintaining production and quality standards to ensure that reviews are completed timely and accurately
Tracking and reconciling daily work and performing other duties as assigned
Strong attention to detail and ability to perform well in a fast-paced environment
Works well within a team environment
Strong knowledge of mortgage servicing
Responsible for adhering to all customer SLAs, both external and internal
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Intake and Disclosure
Ability to meet goals

142

Mortgage Banking Resume Examples & Samples

Bachelor’s degree or equivalent preferred
Three to five years mortgage servicing experience with focus on Loan Modifications or Document Operations highly desired
Fidelity/MSP experience is highly desired
Thorough knowledge of BUSPROD & INFOPROD schemas/tables highly desired
Strong background using SQL
Strong MS Access/VBA knowledge building and maintaining databases
Strong working knowledge of all Microsoft applications (Excel, Word, Access, Visio, Outlook)
Ability to communicate technical concepts to non-technical audiences
Ability to communicate effectively both orally and in writing with internal and external customers
Understanding of workflow concepts and tools desired
Excellent analytical skills with close attention to detail
Ability to self-organize, multi-task, in a fast paced environment
Ability to adapt to opportunities presented through change
Ability to handle confidential and sensitive information in a professional manner
Ability to adhere to internal policies, procedures and controls
Ability to coach and mentor junior team members

143

Ccb-mortgage Banking Resume Examples & Samples

Produce robust analytics to monitor risks the mortgage bank is exposed to from defaulted accounts
Present findings to internal and external audiences of varying levels of seniority
Own a proprietary default valuation model in terms of programming, documentation, and code changes
Update quantitative default assumptions and seek opportunities for improved efficiency through automation
Become a thought leader in the mortgage default modeling and customer assistance space
Provide a good understanding of the economics of loan and customer behavior
Minimum 4 years’ experience in Risk, Finance, or other Quantitative Field
3+ years of experience working in financial services using quantitative tools such as SAS, SQL, or VBA
Working knowledge of Python and SAS a plus
Bachelor’s degree required, Master’s preferred
Solution oriented, able to work on multiple projects at once, and creatively think through complex problems
Proven ability to work collaboratively and developing strong, positive working relationships with multiple stakeholders

144

Mortgage Banking Closing Coverage Specialist Resume Examples & Samples

Review the preliminary and final Closing Disclosure statements validating the fees are accurate and acceptable
Securely delivers the signing package to the settlement agent for the closing
Makes closing confirmation calls to ensure the closing took place and update system of record
Working with the customer and/or settlement agent to cure all post signing related issues or concerns
Answer and manage incoming phone calls from team members, closing agents, and clients regarding questions surrounding closing or documents
High school diploma or equivalent preferred
Minimum of 3 year mortgage closing or processing

145

Mortgage Banking Resume Examples & Samples

Educate business on Consumer & Community Banking (CCB) Remediation and Correction Guidelines
Coordinate and ensure that the execution of the testing/validation is conducted in a timely manner and adheres to the CCB Remediation and Correction testing guidelines
Review and ensure that all testing procedures are performed as designed and that all evidence supporting the results is loaded into i-Inquire (system of record for remediation and corrections)
Review and communicate test/quality review results with each business area/peer ensuring all parties agree with final results
Calibrate with CCB Independent Validation Team to ensure testing discrepancies are tracked, resolved and reported
Escalate issues that may impact quality, timeliness and/or decision
Identify trends and develop strategies to help drive quality and efficiency
Bachelor's Degree in Finance, Accounting, Business Administration or related discipline
CPA / CIA preferred
Public Accounting, Control or Audit experience preferred
5 years experience in CCB Operations, Controls, Risk or Audit preferred
Demonstrate proficiency in accessing multiple systems, platforms and applications preferred
High proficiency in Microsoft Office applications required
Experience with business applications supporting Chase and WaMu/EMC portfolios strongly preferred
Ability to coach, mentor, and develop employees

146

Mortgage Banking Resume Examples & Samples

Able to perform conflict resolution
Able to prioritize competing tasks
Able to review, summarize and present various pieces of data as they relate to a specific request or question
Able to conduct complex research independently
Able to navigate through formal and informal channels of communication to achieve daily goals
General knowledge of the loss mitigation process from early delinquency through liquidation
Advanced Excel skills are necessary for this position
Strong verbal and written communication skills for report summarizations and escalations
Detailed, well organized, self-starter, capable of working under minimal supervision
Strong interpersonal skills; results-oriented team player
Flexible and adaptable to changing work processes
Proficient in MS Office. Strong typing skills

147

Mortgage Banking Resume Examples & Samples

5 years experience required in either Default Servicing or Mortgage Banking
Bachelor's Degree in communications, business or related area, or the equivalent combination of experience and education that demonstrates the ability to perform the functions of this position is prefered
Proven ability to develop solutions to complex problems, including problems that are analytical, process, and/or data driven in nature
MSP/LPS Desktop experience required; VLS experience a plus

148

Mortgage Banking Fees & Shared Fields Resume Examples & Samples

Monitors reporting and exceptions for fees or shared fields, metrics and activities for adherence to the established policies and procedures
Time management and planning skills
Ability to maintain flexibility and multi-task in a fast-paced environment with changing priorities

149

Mortgage Banking Resume Examples & Samples

Ensure all operational functions are performed in a timely, Cost-effective manner, consistent with established operations procedures and requirements
Design, develop, and implement processes that increase yield and improve quality for all Bankruptcy department matters
Establish and manage departmental budget including continuous involvement in recruiting to actively build Bankruptcy team and ensure all employees and managers have the required compliance training and are consistently working in a competent manner and perform employee reviews
Coordinate with senior managers and supervisors to establish production and quality control standards
Run meetings with staff to review production, process updates, employee acknowledgements, and other related items
Meet monthly with senior management to provide status updates, resource needs, process flow changes and other related items
Conduct monthly meetings with various business groups to ensure processes are meeting the demands of other areas
Provide leadership, communication, and coaching to employees; cultivate a motivated employee environment of trust, teamwork, accountability, self-confidence, and business ownership
Prepare all required reports and correspondence; Identifies, documents, and implement opportunities for continuous improvement
Perform constant workflow analysis and develop more efficient processes for the production team
7-10 years operations management experience
Strong background and work experience in Operations Management
Demonstrated leadership and vision in managing staff groups and major projects or initiatives
Excellent interpersonal skills and a collaborative management style
Budget development and oversight experience
Persuasive with details and facts
Delegate responsibilities effectively
Proven ability to hire, develop & retain top talent
Track record of improving customer experience metrics
Proven ability to partner across the organization
LSP, MSP is the technology we use for loan servicing currently. Expert level user or above is a requirement
Drive continual process improvement to ensure effective & efficient operations
Ability to translate technical data into simple business presentations
Demonstrated ability to work as team player

150

Mortgage Banking Resume Examples & Samples

Ensure subservicers adhere to requirements of subservicing vendor manual
Active participant in discussions with subservicers to identify any gaps that may need further review
Ensure issues identified are tracked timely and escalated to management as needed
Liaison between subservicer and Chase business units to obtain required information related to loan issues
Schedule, facilitate and/or participate in meetings with subservicers and Chase
Assist and contribute to the preparation of the monthly business review deck that provides insight into the subservicers performance
Work with TPSO and key business partners on projects that impact subservicing
4+ years Mortgage Servicing Experience
Strong organization skills to assist with tracking of open issues

151

Mortgage Banking Resume Examples & Samples

3+ years Auto/ Home Equity or mortgage operations experience preferred
College diploma or equivalent work experience
Minimum one (1) year cash processing or accounting/bookkeeping experience. Good understanding of mortgage servicing, cash processing functions and cash flow concepts preferred
RCO, Customer Assist, SAP and MSP experience preferred but not required
Cash processing and basic accounting knowledge
Ability to meet deadlines, working in team environment, and demonstrate ability to resolve and research service related issues

152

Mortgage Banking Resume Examples & Samples

Providing direct and professional feedback to the representatives relating to their loan quality, production, and phone execution
Managing to departmental service levels, production standards, and quality standard by analyzing daily MIS
Strong Team Player - Ability to successfully build and manage positive working relationships with peers and other colleagues across the firm
Maintains a consistent and constant flow of communication with team members and managers; is able to articulate thoughts crisply but with the appropriate level of detail and accuracy depending on the audience
Supports business processes and works in a specialized function/role
Applies applicable theories and concepts to interpret data or observations to make conclusions
Conflict resolutions skills, change management, project management
Ability to quickly and effectively recognize important information and trends in customer dissatisfaction – reports high-risks issues to reduce repeated complaints
Maintains data integrity by accurately capturing customer information and complaint detail within the appropriate system of records
Offers solutions that show a strong balance between meeting customer needs and maintaining compliance with internal policies
Strong organization and time management skills
Develop and manage employees
Delegation/coaching skills
Exceptional product and procedure knowledge with skilled use of internal systems
Proficient in the use of Mortgage Servicing systems preferred
CA, CCW, MBWS, MSP, VLS, Fortracs, WebER, Lenderlive, Early Resolution, Default Workflow)
Strong PC navigation skills
Minimum of 3-5 years banking and customer service experience preferred
2 years Line of Business Subject Matter Experience is important
Strong experience writing customer case notes, emails, or letters preferred
Proven Quality Performance

153

Mortgage Banking Resume Examples & Samples

Develops and communicates solutions for the line of business by effectively gathering, compiling and reviewing information and data, evaluating existing systems, processes and procedures, identifying alternate courses of actions, development of tools and/or improvements
Individually solves complex business problems and completes analysis with little oversight. Performs advanced functions to provide performance information to LOB leaders
Create management reporting and interpret results and convey in a concise, straight-forward, and professional manner to management team
Reviews and creates presentations for senior management. Ensures information is clear, concise, and depicts the information trying to relay
Leads tasks/projects end to end to identify all potential problems and how to solve for them. Identifies and articulates issues and risks to management. Ensures timely completion
Participates in and provides oversight in the development, testing, implementation of reporting (regular production and ad-hoc) that enables data driven business decisions
Responsible for supporting the coordination and execution of a variety of critical activities including strategic and tactical initiatives, management support, executive reporting and business planning
Manages business solutions initiatives to assess business support/tech needs, propose, and evaluate solutions, in partnership with other related business support functions
3-5 years experience working management reporting, performance analysis techniques and project/process management and improvement strongly preferred Analytical skills
Excellent Oral and written communication
Technical Knowledge: Understand and can perform advanced functions to articulate and provide performance analysis and numbers to senior leadership. Performs advanced technical tasks and as advanced familiarity with internal technology systems
Project Management: Able to lead projects and drive execution. Able to work with key partners to fully execute

154

Mortgage Banking Shared Services Resume Examples & Samples

This particular individual will be responsible for helping manage and maintain FSFO’s RCSA, Action Plans, process flows, self-testing of controls, acting as a center point for all testing performed on FSFO and a liaison for the various testing groups. The successful candidate will also perform all responsibilities of oversight for fee related subservicing activity and also lead efforts for periodic fee related certifications
Responsible for change management process of certain fees or shared fields including documentation, coordination with appropriate LOBs, testing evidence and implementation validation
Performs routine validations of Fee or Shared Fields policy, business rules, owners, usage, procedures, process flows and requirements
Facilitates research and resolution of issues with LOBs, Legal, Compliance or other associated business partners
Expected to be a coordinator and solution driver for any issues related to assigned fee or shared field activities, which means taking initiative to work with appropriate LOBs to research and develop solutions to complex problems
Demonstrated experience in working with RCSA management
Preferred experience in audit, compliance, control, governance or testing and within multiple servicing and default areas
Very strong problem solving skills and critical thinking capabilities
Ability to approach tasks in a structured way
Able to ask tough questions to find issues and think creatively about potential solutions
Written and verbal communication skills, including ability to create concise and effective communication materials for senior management
Result-orientation and a track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and entrepreneurial leadership
Strong MS Excel and PowerPoint skills and some experience with general business technology. Preferred technical skills would include Passport and/or InfoOne query abilities

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