Director, Investor Fulfillment Specialist
2 weeks ago
The Director, Investor Fulfillment plays a critical role in supporting the company's Secondary Marketing functions. This position is responsible for providing strategic support to the company's liquidity initiatives, optimizing the execution of whole loan and MBS loan sales, and ensuring business processes are conducted in a timely, accurate, and compliant manner.
Key Responsibilities- Work with Finance to develop and implement liquidity-related initiatives, adhering to Warehouse Bank requirements for delivery of good collateral to custodians.
- Responsible for timely delivery of collateral to Warehouse Banks and investors, partnering with Training and Production Ops to support perfection of collateral, final documents, and agency deliveries.
- Implement and own the operational execution of eNotes workflow for Guild's mortgage fundings, ensuring compliance with Investor and Regulatory requirements.
- Assist Capital Markets in performing best execution from an operational perspective between GSEs, Ginnie Mae, and private investors, providing input into whole loan trades and MBS delivery options.
- Develop and maintain strong business relationships with Agencies, Warehouse Banks/Custodians, and Broker/Dealer community.
- Collaborate with Product Development, Prod Ops, and Credit to ensure all products deliver the required data to efficiently deliver loans to Investors.
- Responsible for GNMA Final Certification rules and deadlines.
- Partner with Loan Accounting function to provide Secondary Marketing information for accurate investor reporting.
- Resolve escalated loan issues, remediating problem loans to minimize losses to the organization.
- Identify, track, and monitor trends and avoidable upstream loan-related errors, developing complex solutions, improvements, and stop-gaps.
- Focus on continual compliance and improvement of policies, procedures, and processes, ensuring scalability of processes.
- Drive continuous improvement in all processes throughout the organization to produce efficient and effective processes.
- Provide adequate vendor oversight and reporting on all 3rd party outsourcing and custodians, ensuring compliance with regulations, Investor requirements, and Guild policies.
- Effectively advocate for the company's interest by building and maintaining solid investor relationships.
- Stay informed of industry trends and changing regulations and guidelines related to the field of expertise, making changes to policy, practice, and process accordingly.
- Bachelor's degree in Finance, Business, or related field, along with a minimum of seven years total experience in secondary mortgage marketing or loan accounting related role(s) required.
- Strong knowledge level of the secondary mortgage marketing process, including shipping, product development, data management and reporting, mortgage loan documentation process, and correspondent lending.
- Strong interpersonal skills and professional demeanor necessary to interface with and influence senior-level executives.
- Ability to solve complex problems involving multiple variables and stakeholders in situations where only limited data exists.
- Ability to manage multiple priorities/projects in a deadline-driven environment, leading with a strong sense of urgency and responsiveness.
- Significant relationship building experience and capacity to build and maintain professional alliances.
- Highly organized and detail-oriented, with ability to work in a fast-paced, metrics-driven environment.
- Ability to understand technical material from regulatory agencies, banks, and other third-parties.
- Passionate about delivering excellence in customer service within a team environment.
- Ability to effectively represent the company to outside parties, including investors and banks.
- Excellent verbal and communication skills required.
- Self-motivated with a strong attention to detail.
- Ability to be patient and train less experienced team members, responding to questions and building capability.
- Strong math skills.
- Ethical, with an unwavering commitment to company values.
- Minimal to limited supervision required, depending on experience.
- High-level of independent judgment and decision-making.
- Ability to develop a team atmosphere, including mentoring team members.
- Use sound judgment in executing core job responsibilities and assigning work.
- Hire, train, coach, discipline, and exit team members.
- Travel: < 5%.
- Physical: Work is primarily sedentary; mobility in an office setting.
- Manual Dexterity: Frequent use of computer keyboard and mouse.
- Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation.
- Environmental: Office environment – no substantial exposure to adverse environmental conditions.
Guild offers a pleasant work environment, competitive compensation, and excellent benefits package, including medical, dental, vision, life insurance, AD&D, LTD, and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
Targeted Salary Range: $111,000 - $152,000 annually
Compensation at Guild is influenced by a wide array of factors, including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
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