Cash Coordinator I

Role Description

Provides administrative and customer/client support to assigned department or team. Reports to Supervisor/Manager.

• Set up, prepare and/or update assigned documents, files, databases according to departmental procedures.
• Receive and respond to inquiries or requests for information from internal partners and external agencies or vendors.
• Review documents, reports, presentations, files, and other written materials for accuracy and completion.
• Prepare and maintain timelines and task assignments for assigned projects.
• Answer calls/emails from clients or customers, researching and resolving issues as appropriate.
• Update and maintain tasks and activities in required databases.
• Ensure all documentation is completed or updated timely and accurately and is scanned, logged, filed, stored, or preserved in accordance with organizational guidelines.
• Successfully complete annual regulatory compliance training.
• Additional duties as assigned.

Qualifications

• High school diploma or equivalent
• 5+ years providing administrative support in a fast-paced environment.
• 3+ years’ experience in mortgage servicing, real estate, or applicable field
• Strong PC skills, including Microsoft applications and loan servicing platforms.
• Good writing skills, including spelling, grammar, sentence composition, and proofreading.
• Effective verbal and written communication skills with demonstrated ability to always interact in a positive and professional manner with all levels of both internal and external audiences.
• Ability to handle confidential information with discretion and professionalism.
• Ability to effectively multi-task and prioritize duties in support of multiple simultaneous projects.

Requirements

• Suspense: Review and maintain No Master Suspense reports to ensure funds are processed or returned.
• Drafting: Set-up loan on ACH Drafting; Handle changes/deletions that are requested by client.
• Clerical/Service Release Team: Printing and organizing loan documents to forward to new servicers; Matching/scanning letters and checks; Assists with mailing department letters.
• Payoff Team: Pull/prepare daily payoff wires received from DMI’s financial institution for processors to complete daily; Balance daily wires received; Process wire returns; Scan payoff shorts to appropriate servicing area; Assist Payoff Team as needed.
• NSF Team: Process daily returns as well as notes to loans; Initiate wire transfers from/to NSF Clearing Bank Account; Prepare and print daily NSF Notices; Balance and save daily back up in NSF Folder; Additional job duties as assigned.

Benefits

• Medical, Dental, Vision, Wellness, Flexible Spending Account, and Employee Assistance Program and more.
• Employer paid Life Insurance, Short Term Disability, and Long-Term Disability.
• 401 (K) Plan with company match
• Paid Vacation, Sick, Personal and Holidays