Pipeline Support Analyst - Mortgage
About the position
Responsibilities
• Responsible for overseeing the day to day management of all assigned pipelines and/or loans.
• Provides additional daily leadership to processors/underwriters/closers with regards to all process, reporting and workflow items.
• Can function as short term management coverage as needed - pipeline and/or role managers.
• Identifies and escalates breaks in process, procedure or policy.
• Supports the commitment to WOW! Service by meeting or exceeding established Operational Metrics.
• Responsible for ensuring accurate and timely loan delivery.
• Provides training and/or guidance to team members and sales staff (this includes management level team members).
• Adheres to all audit, regulatory, and compliance requirements.
• Develops and maintains strong business relationships with Retail, Product, and other business partners.
• Serves as escalation point for customer complaint resolution.
• Reviews all required documents to determine next steps in loan journey.
• Validates all documents required by underwriting are present, accurately indexed and meet the stated underwriter requirements.
• Ensures all data fields required by each stage in the loan journey are complete.
• Interacts with vendors providing service on the loan transaction.
• Ensures all services required for the loan transaction are ordered timely.
• Documents all interactions on the loan transaction.
• May assist in training of more junior operations staff.
• May participate as SME representatives in various projects/initiatives.
Requirements
• High school diploma or GED.
• 3 plus years loan documentation experience.
• Demonstrated knowledge of Bank loan products and policies.
• Demonstrated knowledge of lending software.
• Detail-oriented with the ability to multitask.
• Ability to handle heavy workload and meet stringent deadlines - sense of urgency.
• Outstanding oral and written communication skills, with ability to interact effectively with all customers, both internal and external.
• Solid knowledge and understanding of states regulations.
• Proficient PC skills.
Nice-to-haves
• Mortgage processing experience.
• Experience with Encompass.
Benefits
• Base salary and variable compensation/incentive awards.
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO).
• Banking benefits and discounts.
• Career development and reward and recognition programs.
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