Senior Mortgage Loan Associate

2 weeks ago

New York, New York, United States SS&C Full time

Company Overview:

SS&C is a leading global provider of investment and financial services, as well as software solutions tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C operates from its headquarters in Windsor, Connecticut, employing over 20,000 professionals across more than 90 offices in 35 countries. Our products and services are utilized by approximately 18,000 financial services and healthcare organizations, ranging from the largest institutions to local firms, for managing and accounting for their investments.

Position Overview:

The role of Senior Associate, Mortgage Loan Administrator involves critical responsibilities in loan servicing and accounting for assigned commercial or residential mortgage portfolios. The team is tasked with entering loan data into SS&C's proprietary loan servicing software, processing and reconciling loan lifecycle activities, and generating precise accounting packages and service requests. Additionally, the team supports the completion of any necessary regulatory reporting.

Key Benefits:

  • Flexibility: Embrace a hybrid work model with a business casual dress code.
  • Your Future: Participate in a 401k matching program and benefit from professional development reimbursement.
  • Work/Life Balance: Enjoy flexible personal and vacation time off, sick leave, and paid holidays.
  • Your Wellbeing: Access comprehensive medical, dental, and vision plans, along with an employee assistance program and parental leave.
  • Diversity & Inclusion: We are committed to fostering a welcoming and diverse workplace.
  • Training: Engage in hands-on, team-customized training, including opportunities through SS&C University.
  • Extra Perks: Take advantage of discounts on fitness clubs, travel, and more.

Responsibilities:

  • Execute daily and monthly loan accounting processes, including loan balance and general ledger reconciliation, amortization reviews, and reporting.
  • Process loan cash transactions, including payment processing, loan payoffs, escrow disbursements, and investor sales.
  • Monitor cash accounts and reconcile loan payments received from borrowers.
  • Input newly originated or purchased loans into SS&C's loan servicing software and prepare welcome packages for borrowers.
  • Assist in the preparation and reconciliation of quarterly and annual regulatory packages.
  • Track and update collateral and compliance documentation for loans, including rent rolls and operating statements.
  • Generate various loan notices, such as billing statements, maturity notices, late payment notices, and payoff statements.
  • Support the implementation process for new clients.

Qualifications:

  • Bachelor's degree in Accounting, Finance, or a related field.
  • 2-5 years of relevant experience in the insurance sector or commercial real estate loan administration.
  • Familiarity with US GAAP accounting or IFRS.
  • Experience with NAIC reporting, particularly NAIC Schedule B, is highly preferred.
  • Investment general ledger experience is strongly desired.
  • Self-motivated with the ability to work independently to meet various deliverables.
  • Proficient in identifying processing issues and developing resolutions.
  • Strong communication skills for professional interactions with internal and external stakeholders.
  • Excellent analytical skills and the ability to maintain organization in a deadline-driven environment while paying close attention to detail.
  • Proficient in Microsoft Office, particularly with advanced Excel skills.
  • Basic knowledge of Microsoft SQL is a plus.

SS&C is an Equal Employment Opportunity employer and is committed to creating a diverse environment. We do not discriminate against any applicant or employee based on race, color, religion, gender, age, marital status, sexual orientation, national origin, disability, veteran status, or any other classification protected by applicable laws.

  • Senior Associate, Mortgage Loan Operations Specialist

    3 days ago

    New York, New York, United States SS&C Technologies Full time

    About the RoleSS&C Technologies is seeking a highly skilled Senior Associate to join our Mortgage Loan Administration team. As a Senior Associate, you will play a critical role in performing loan servicing and loan accounting functions on assigned commercial or residential mortgage portfolios.Key ResponsibilitiesPerform daily and monthly loan accounting...

  • Senior Mortgage Loan Associate

    1 week ago

    New York, New York, United States SS&C Full time

    Company Overview:SS&C is a leading global provider of investment and financial services, as well as software solutions tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C operates from its headquarters in Windsor, Connecticut, employing over 20,000 professionals across more...

  • Senior Associate, Mortgage Loan Operations Specialist

    23 hours ago

    New York, New York, United States SS&C Technologies Full time

    About the RoleWe are seeking a highly skilled Senior Associate to join our Mortgage Loan Administration team at SS&C Technologies. As a Senior Associate, you will play a critical role in performing loan servicing and loan accounting functions on assigned commercial or residential mortgage portfolios.Key ResponsibilitiesPerform daily and monthly loan...

  • Mortgage Processing Associate

    2 weeks ago

    New York, New York, United States Grayton Mortgage, Inc. Full time

    Grayton Mortgage, Inc., a specialized mortgage firm, is in search of a meticulous individual to fill the role of a Loan Officer Assistant / Loan Processor. This position offers the opportunity to collaborate with a seasoned professional and acquire comprehensive knowledge of the mortgage industry.Qualifications:Minimum of 1 year experience in a related role...

  • Senior Mortgage Loan Administrator

    2 weeks ago

    New York, New York, United States SS&C Full time

    Company Overview:SS&C is a prominent global provider of investment and financial services, as well as software solutions tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a leading U.S. company by revenue, SS&C operates from its headquarters in Windsor, Connecticut, employing over 20,000 professionals across...

  • Mortgage Loan Specialist

    2 weeks ago

    New York, New York, United States TowneBank Full time

    Position Overview: Mortgage Loan Specialist Are you dedicated to assisting clients in realizing their homeownership aspirations? If you possess excellent communication skills and a solid background in the mortgage sector, consider this opportunity with TowneBank. Key Responsibilities: Deliver outstanding service to loan applicants and potential...

  • Mortgage Loan Consultant

    1 week ago

    New York, New York, United States TowneBank Full time

    Position Overview: Mortgage Loan Consultant Are you dedicated to assisting clients in realizing their homeownership aspirations? Do you possess excellent communication skills and a successful background in the mortgage sector? If this resonates with you, consider the opportunity at TowneBank. Key Responsibilities: Deliver outstanding service to loan...

  • Mortgage Processing Specialist

    2 weeks ago

    New York, New York, United States Grayton Mortgage, Inc. Full time

    Grayton Mortgage, Inc., a specialized mortgage firm, is in search of a meticulous individual to fill the role of Loan Officer Assistant. This position offers the opportunity to collaborate with a seasoned professional and acquire comprehensive knowledge of the mortgage industry.Qualifications:Minimum of 1 year of experience in roles such as loan officer,...

  • Mortgage Loan Specialist

    2 weeks ago

    New York, New York, United States TowneBank Full time

    Position Overview: Mortgage Loan Specialist Are you dedicated to assisting clients in realizing their homeownership aspirations? Do you possess excellent communication skills and a solid background in the mortgage sector? If so, TowneBank is seeking a talented individual to fill the role of Mortgage Loan Specialist. Key Responsibilities: Deliver...

  • Mortgage Loan Coordinator

    1 week ago

    New York, New York, United States Better Full time

    About BetterBetter is transforming the home finance landscape, making it more efficient, affordable, and accessible for aspiring homeowners. We harness innovative technology to simplify the home buying experience and streamline financial processes. Here are some key highlights about Better:Over $100 billion in loans funded, leading the fintech sector.Ranked...

  • Mortgage Loan Consultant

    1 week ago

    New York, New York, United States TowneBank Full time

    Become a valued member of our team as a Loan Officer Are you dedicated to assisting individuals in realizing their homeownership aspirations? Do you possess excellent communication skills and a successful history in the mortgage sector? If yes, we invite you to join us at TowneBank. Key Responsibilities: Deliver outstanding service to loan applicants...

  • Associate Private Mortgage Consultant

    2 weeks ago

    New York, New York, United States Quality Talent Group Full time

    Job OverviewAbout the Position:Quality Talent Group is looking for a motivated individual to join our team as a Junior Private Mortgage Banker. In this role, you will collaborate with experienced mortgage professionals to facilitate the creation of high-quality jumbo residential mortgage loans that align with our company's standards.Key...

  • Senior Director

    2 days ago

    New York, New York, United States New York Life Insurance Company Full time

    Job SummaryWe are seeking a highly experienced Senior Director to join our Commercial Mortgage Originations team at New York Life Insurance Company. As a Senior Director, you will be responsible for originating and managing commercial mortgage loan opportunities, as well as developing and maintaining relationships with developers, institutional...

  • Mortgage Loan Consultant

    2 weeks ago

    New York, New York, United States Gina Group LLC Full time

    Job OverviewPosition: Mortgage Loan ConsultantRole Summary: Gina Group LLC is on the lookout for a driven and detail-oriented Mortgage Loan Consultant to become a part of our lending division. The successful candidate will possess a robust sales background, particularly in real estate, and demonstrate exceptional analytical abilities. In this role, you will...

  • Senior Mortgage Underwriter

    2 weeks ago

    New York, New York, United States Edward Daniels Group Full time

    Position Overview:This role is designed for a skilled underwriter who will operate remotely while ensuring compliance with industry standards.Key Responsibilities:Evaluate Conventional and Jumbo Loans in alignment with established overlays, policies, and procedures.Conduct thorough underwriting in accordance with agency guidelines and investor...

  • Senior Mortgage Underwriter

    2 weeks ago

    New York, New York, United States Edward Daniels Group Full time

    Position Overview:This role involves remote work while contributing to the operations of Edward Daniels Group.Key Responsibilities:Evaluate and underwrite Conventional and Jumbo Loans, adhering to the guidelines set forth by the Director of Operations.Ensure compliance with all agency standards and investor requirements during the underwriting...

  • Loan Processing Associate

    1 week ago

    New York, New York, United States Better Full time

    About BetterBetter is transforming the home financing landscape, making it more efficient, affordable, and accessible for aspiring homeowners. Our innovative technology streamlines the home buying process, ensuring a smoother journey for our clients. Here are some highlights about Better:Over $100 billion in loans funded, leading the fintech sector.Ranked #1...

  • Residential Mortgage Consultant

    2 weeks ago

    New York, New York, United States United Nations Federal Credit Union Full time

    Position Overview: This role is focused on the solicitation and origination of residential mortgage loans, including both first and second mortgages. The Mortgage Loan Officer will assess the financial needs of potential applicants and promote mortgage products and services that align with those needs, ensuring compliance with all relevant policies and...

  • Residential Mortgage Consultant

    2 weeks ago

    New York, New York, United States United Nations Federal Credit Union Full time

    Position Overview: This role is responsible for the solicitation and origination of residential first and second mortgage loans with prospective applicants. The primary focus is on assessing the financial needs of applicants and promoting mortgage products and services that align with those needs, adhering to the United Nations Federal Credit Union (UNFCU)...

  • Regulatory Compliance Coordinator

    5 days ago

    New York, New York, United States Guild Mortgage Full time

    About the RoleGuild Mortgage Company, a leading mortgage banking firm, is seeking a highly skilled Compliance Specialist I to join our team. As a Compliance Specialist I, you will play a critical role in ensuring the company's compliance with federal, state, and agency regulations.Key ResponsibilitiesCompliance Research: Conduct thorough research on federal,...