Warehouse Client Services Specialist

2 months ago

Dallas, United States Sonabank Full time
Position Summary: This position is responsible for preparing loan worksheets, credit authorization summaries and financial spreads to evaluate customer's financial capacity. This role is also responsible for managing a pipeline of customers and completing renewals or modifications on loans.

Essential Functions

  • Prepare loan worksheet, credit authorization summary, and financial spreads to analyze financial data and quality of management to evaluate a customer's financial capacity.
  • Manage pipeline assignments of new requests, existing customer renewals, and modifications.
  • Ensure all new client credit submissions and approvals are set up in the system.
  • Responsible for completing agreements based on credit approval.
  • Send customer requests for renewal applications and track for return and completeness.
  • Onboarding and customer training.
  • Set up new warehouse lending customers on the warehouse platform.
  • Train new customers on how to use the warehouse lending systems and offered products.
  • Counterparty monitoring of current customers and approved takeout investors for covenants, performance, and watch list proposals.
  • Develop and document standard operating procedures for internal audits and training purposes.
  • Liaison between attorneys and customers ensuring all documents are complete and signed.
  • Liaison between sales staff, relationship managers, and loan operations management.
  • Regular, reliable, and predictable attendance.
  • In person attendance required.
Marginal Functions
  • Lead and participate in department projects as assigned
  • Day to day customer service
  • Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices.
  • All other duties as assigned.
Minimum Educational & Experience Requirements
  • Bachelor's degree in business or related field (preferred)
  • 3 years' experience in mortgage banking or mortgage warehouse lending operations, training, and/or sales management(preferred)
Minimum Skill Requirements
  • Knowledge of Mortgage Banking Origination, Capital Markets, and how to process sales
  • Knowledge of loan closing, loan underwriting, and loan sales
  • Experience with process management and mortgage related data systems
  • High proficiency with loan sale settlement process
  • Ability to communicate with internal and external customers and problem solve
  • Strong analytical ability
Physical Demands

In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66%, and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually, or sporadically throughout the year and are essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions of the position.
  • Continuous remaining in a stationary position, particularly, but not limited to, at a desktop computer
  • Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use
  • Continuous communication: verbal and written, in-person, phone and electronic
Work Environment
  • Office setting with remote flexibility


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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