Technical Operations Support Level 1
2 weeks ago
As an Operation Support you will be responsible for supporting institutional business units by performing essential functions related to Trade Settlement, Servicing, and Reconciliation for residential mortgage transactions. You will interact with internal and external stakeholders to ensure accurate documentation and efficient trade settlements. Strong communication, multitasking skills, and proficiency in Microsoft Excel are essential for success in this role. You will also need to quickly learn complex processes and adapt to different tasks while maintaining a high level of detail.
Key Responsibilities:
Trade Settlement:
- Execute trade settlements for residential mortgage transactions, ensuring accuracy and timeliness.
- Support the Trading Desk and Operational personnel in managing and resolving exceptions in residential loan servicing.
- Review inbound client documents for accuracy, ensuring compliance and proper processing of loan transactions.
Communicate with internal and external stakeholders (both in writing and verbally) to address any issues or provide necessary information related to residential loans.
Project Management:
- Define and prioritize project activities, track project progress, and provide follow-up to ensure timely completion.
- Juggle multiple tasks at once, displaying strong flexibility in completing assigned duties and resolving any issues that arise.
- Utilize MS Word and Excel proficiently to manage data, generate reports, and support the overall loan servicing process.
Experience:
- Experience working in residential mortgage servicing, trade settlements, or reconciliation within the financial services field is preferred.
- Strong written and verbal communication skills are essential, as you will be required to interact with various internal and external stakeholders.
- Strong working knowledge and proficiency in Microsoft Excel, including the ability to handle large data sets and perform complex functions.
- Must be able to manage multiple tasks concurrently in a fast-paced environment, with attention to detail.
- Ability to work independently and exhibit strong problem-solving skills to address issues and ensure smooth operations.
- A strong understanding of the financial services industry, specifically in residential mortgages, is preferred but not required.
- Must be able to learn quickly and adapt to new systems and tasks as they arise.
Education: Bachelors Degree
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