Operations Support Specialist
15 hours ago
PURPOSE OF ROLE
Partners with Sales and Processing teams to expedite the loan process by handling tasks such as ordering services, fulfilling appraisal orders, and obtaining necessary documentation from third parties involved in the loan transaction. Responsible for reviewing data to ensure compliance with company policies, regulatory requirements, and loan terms and supporting internal teams, particularly the processing team, in managing loan applications efficiently and professionally while adhering to all company and industry.
REPORTS TO
Manager, Operations Support
EXPECTATIONS
- Reviews application documents
- Orders case numbers, appraisals and titles while adhering to all applicable guidelines.
- Maintains an appraisal order pipeline and timely order fulfillment
- Communicates with homeowner associations and insurance providers to obtain required documentation.
- Remains current on all company requirements and federal and state regulations to ensure compliance
- Ensures compliance with federal state, investor and company policies and procedures
- Follows the Company standards for delivery of integrity, client focus, teamwork and respect for each individual in every interaction
- Performs other duties as assigned
QUALIFICATIONS - EDUCATION - REQUIRED
High School Diploma
QUALIFICATIONS - EDUCATION - PREFERRED
Bachelor's Degree
QUALIFICATIONS - EDUCATION - FIELD(S)/PROFESSION(S)
QUALIFICATIONS - EXPERIENCE/SKILLS/COMPETES
- Some experience working with automated Loan Origination Systems and in the mortgage industry.
- Excellent communication skills, verbal, written and presentation.
- Current knowledge of industry guidelines and procedures as well as federal, state and local regulations.
- Analytical skills, detail oriented, highly organized, multi-tasking and prioritization skills necessary.
- Ability to work in a fast paced environment under time constraints with a sense of urgency.
- Ability to organize and coordinate tasks and projects.
- Excellent customer service skills.
- Ability to adapt to change quickly.
- Strong interpersonal skills and ability and willingness to work with a team.
- Proficiency with Microsoft Office, specifically Word, Outlook, and Excel.
-
Investment Support Specialist
3 weeks ago
Conshohocken, Pennsylvania, United States Citizens Full timeAbout the RoleCitizens is seeking a highly motivated and detail-oriented Investment Support Specialist to join our team. As an Investment Support Specialist, you will play a critical role in supporting our Financial Advisors in maximizing revenue production and delivering exceptional client service.Key ResponsibilitiesServe as Liaison between clients,...
-
Investment Support Specialist
3 weeks ago
Conshohocken, Pennsylvania, United States Citizens Full timeJob SummaryCitizens is seeking a highly motivated and detail-oriented Investment Support Specialist to join our team. As an Investment Support Specialist, you will play a critical role in supporting our Financial Advisors in maximizing revenue production and delivering exceptional client service.Key ResponsibilitiesServe as a liaison between clients,...
-
Investment Support Specialist
3 weeks ago
Conshohocken, Pennsylvania, United States Citizens Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Investment Support Specialist to join our team at Citizens. As an Investment Support Specialist, you will play a critical role in supporting our Financial Advisors in maximizing revenue production and delivering exceptional client service.Key ResponsibilitiesServe as Liaison between clients,...
-
Investment Support Specialist
3 weeks ago
Conshohocken, Pennsylvania, United States Citizens Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Investment Support Specialist to join our team at Citizens. As an Investment Support Specialist, you will play a critical role in supporting our Financial Advisors in maximizing revenue production and delivering exceptional client service.Key ResponsibilitiesServe as Liaison between clients,...
-
Litigation Support Specialist
4 weeks ago
Conshohocken, Pennsylvania, United States LaBletta & Walters Full timeJob OverviewLitigation Support Specialist Required.A reputable law firm focusing on insurance defense and general litigation is in search of a dedicated and collaborative Litigation Support Specialist to join their team.Ideal candidates will possess experience in trust and estates, along with familiarity in handling filings in New Jersey. The firm provides a...
-
Fund Operations Specialist
3 weeks ago
Conshohocken, Pennsylvania, United States PPB Capital Partners Full time{"title": "Fund Operations Specialist", "content": "Key ResponsibilitiesAs a Fund Operations Specialist at PPB Capital Partners, you will be responsible for coordinating the management of daily fund operational functions, including full-cycle investor onboarding processes. You will process fund investment distributions, manage investor capital calls,...
-
M&A Legal Support Specialist
4 weeks ago
Conshohocken, Pennsylvania, United States Jobot Full timePrestigious Private Equity Firm is in search of an M&A Legal Support Specialist - Flexible Work Options - Competitive Compensation Package - Exceptional Organization This opportunity is presented by Jobot. About Us: We are a prominent financial institution renowned for our successful investment strategies and adept portfolio management. Our firm...
-
Investment Support Specialist
4 weeks ago
Conshohocken, Pennsylvania, United States Citizens Full timeAbout the RoleCitizens is seeking a highly motivated and detail-oriented Investment Assistant II to join our team. As a key member of our Wealth Management division, you will play a critical role in supporting our Financial Advisors and clients.Key ResponsibilitiesServe as Liaison: Act as the primary point of contact between clients, Financial Advisors, and...
-
M&A Legal Support Specialist
1 month ago
Conshohocken, Pennsylvania, United States Jobot Full timePosition OverviewA prominent Private Equity Firm is in search of an experienced M&A Legal Support Specialist. This role offers work-from-home flexibility and a competitive compensation package.About UsWe are a leading financial institution with a proven history of successful investments and portfolio management. Our firm prioritizes the highest standards of...
-
Technical Support Specialist
4 weeks ago
Conshohocken, Pennsylvania, United States Syzygy Integration Full timeJob DescriptionAt Syzygy Integration, we are seeking a highly skilled and experienced Technical Support Specialist to join our team. As a Technical Support Specialist, you will be responsible for providing technical assistance and support to our customers, ensuring that their communication systems are functioning properly and efficiently.Key...
-
Fund Operations Specialist
3 weeks ago
Conshohocken, Pennsylvania, United States PPB Capital Partners Full timePPB Capital Partners LLC is seeking a highly skilled Fund Operations professional to join our team!We are a leading investment firm that has been recognized for our exceptional growth and innovative approach to the alternative investment industry. As a Fund Operations Specialist, you will play a critical role in supporting the management of our investment...
-
Technical Support Specialist
3 weeks ago
Conshohocken, Pennsylvania, United States Syzygy Integration Full timeJob DescriptionCompany OverviewSyzygy Integration is a leading technology company dedicated to delivering innovative solutions that address the unique needs of our customers. Our mission is to provide cutting-edge technology that supports those who protect the homeland.Job SummaryWe are seeking a highly motivated and experienced Technical Support Specialist...
-
Warehouse Operations Specialist
4 weeks ago
Conshohocken, Pennsylvania, United States EDRO Specialty Steels LLC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Warehouse Operations Specialist to join our team at EDRO Specialty Steels LLC. As a key member of our operations team, you will be responsible for ensuring the efficient and safe operation of our warehouse and manufacturing facilities.Key ResponsibilitiesOperate and maintain various...
-
Machine Operator
3 weeks ago
Conshohocken, Pennsylvania, United States PeopleShare Inc Full timeJob SummaryWe are seeking an experienced Machine Operator to join our team at PeopleShare Inc. as a Manufacturing Specialist. As a key member of our production team, you will be responsible for operating machinery, ensuring quality control, and maintaining a safe working environment.Key ResponsibilitiesOperate Machinery: Start machines, engage feed, and...
-
Desktop Support Specialist
2 weeks ago
Conshohocken, Pennsylvania, United States ClifyX Full timeJob Title: Desktop Support TechnicianAt ClifyX, we are seeking a highly skilled Desktop Support Technician to join our team. As a key member of our IT department, you will be responsible for providing technical support and maintenance for our desktop systems, ensuring seamless connectivity and productivity for our users.Key Responsibilities:Imaging,...
-
Technical Support Specialist
1 month ago
Conshohocken, Pennsylvania, United States CGS Business Solutions | INC 5000 Company Full timeAbout CGS Business Solutions:CGS Business Solutions is dedicated to assisting you, as a valued Technical Professional, in discovering the next pivotal step in your career. We connect professionals like you to fulfilling consulting or permanent roles in your field of expertise. Currently, we are on the lookout for Technical Professionals seeking stimulating...
-
Technical Support Specialist
1 month ago
Conshohocken, Pennsylvania, United States CGS Business Solutions | INC 5000 Company Full timeCGS Business Solutions is dedicated to assisting you, as a valued Technical Professional, in discovering the next significant advancement in your career. We connect professionals like you to fulfilling consulting or permanent positions in your field of expertise. Currently, we are on the lookout for Technical Professionals seeking challenging and rewarding...
-
Technical Support Specialist
4 weeks ago
Conshohocken, Pennsylvania, United States CGS Business Solutions | INC 5000 Company Full timeCGS Business Solutions is dedicated to assisting you, as a valued Technical Professional, in identifying the next significant step in your career. We connect professionals like you with fulfilling consulting or permanent roles in your field of expertise. Currently, we are on the lookout for Technical Professionals seeking challenging and fulfilling positions...
-
Desktop Support Specialist
2 weeks ago
Conshohocken, Pennsylvania, United States ClifyX Full timeDesktop Support OpportunityWe are seeking a skilled Desktop Support professional to join our team at Clifyx Inc.Key Responsibilities:Provide technical assistance and support to end-usersTroubleshoot and resolve desktop-related issuesCollaborate with internal teams to ensure seamless IT operationsRequirements:3+ years of experience in Desktop SupportExcellent...
-
Technical Support Specialist
4 weeks ago
Conshohocken, Pennsylvania, United States CGS Business Solutions | INC 5000 Company Full timeCompany OverviewCGS Business Solutions is dedicated to empowering you as a valued Technical Professional in your career journey. We specialize in connecting talented individuals with fulfilling consulting or permanent positions tailored to their expertise.Position SummaryWe are currently inviting applications for multiple IT Service Desk Analyst positions,...