Operations Support Specialist I

Operations Support Specialist I

The Operations Support Specialist I is responsible for assisting in the coordination of all functions related to processing and decisioning of loans and projects. Works with internal partners to determine eligibility based on Company/investor guidelines.

Principal Duties

• Proficiently performs all aspects of Conditions Support and Closing Agent Approvals.
• Manages multi-state project pipeline; coordinates same with internal partners and 3rd party vendors

• Review and approve all settlement and title companies including wire instructions.

Ensures settlement documentation package meets compliance guides and correct as necessary for approval

Assists in the implementation of process improvement and quality control initiatives.

Resolve errors and provide front line staff with support

• Manages key loans dates, provides status and outstanding conditions to applicable partners
• Communicates timeline variances and file errors to applicable management lead(s)
• Updates SharePoint with Closing Agents approved.
• Reviews necessary documents required of loan files, including required legal documentation and supporting conditions for required standard compliance.
• Attends regular system training updates, and Caliber, line of business or loan-type specific guideline trainings
• This position is considered a non-loan originator position, this means participants may not engage in activities of a loan originator, including communicating directly with borrowers about credit qualification or loan terms, including pricing concessions or other transaction-specific terms or conditions
• Performs Conditions Management for additions and deletions to database.
• Performs related duties as assigned by management.

Education and Experience Requirements

• High School Diploma or equivalent required.
• 2-4-year college degree preferred.

Knowledge, Skill, and Ability Requirements

• Knowledge of mortgage loan processing, compliance.
• Agent approvals and closing guidelines.
• Strong interpersonal, oral, and written communication skills.
• Excellent customer service orientation.
• Ability to multi-task, prioritize and time manage.
• Ability to work autonomously under minimal supervision.
• Excellent computer and Microsoft Office skills including SharePoint.

Additional Information:

While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.