Warehouse Client Services Specialist
1 month ago
Job Summary:
This role is responsible for preparing loan worksheets, credit authorization summaries, and financial spreads to evaluate customer's financial capacity. The ideal candidate will have a strong understanding of mortgage banking operations and be able to manage a pipeline of customers and complete renewals or modifications on loans.
Key Responsibilities:
- Prepare loan worksheets, credit authorization summaries, 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.
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)
- 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
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