Special Loan Associate jobs in United States
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Primary Residential Mortgage ยท 18 hours ago

Special Loan Associate

Primary Residential Mortgage is seeking a Special Loans Associate to serve as a liaison between servicing teams and manage various loan-related responsibilities. The role involves overseeing special loans, reporting functions, and maintaining effective communication with vendors and corporate departments.

Financial ServicesReal EstateResidential

Responsibilities

Interface between servicing teams regarding data and maintenance, advisory updates, scheduled data submissions, department task list items
Maintain professional office environment and function as a liaison for vendors, Corporate Departments, and investors
Oversight for all 'Special Loans' and 'Reporting' responsibilities
Monthly verification of Task List Items
Update Procedures Related to Job Functions
Facilitate Goal-Setting and Training of Team Members
Provides Oversight for Special Loans Team
Facilitate Weekly and Monthly Team Meetings
Daily FEMA Evaluation for PDMDA Declarations in Portfolio
Credit Bureau Reporting
Servicing System Header Maintenance
Monthly Exceptions Review within Servicing System
Monthly Exceptions Review from CRAs
E-OSCAR Report Cards
NSF Payment Reporting
Monthly Reporting and Submissions
USDA Investor Exceptions (Paid in full)
PMI MILAR Reporting
Monthly MERS Reconciliation
Maintenance Items
Quarterly Reporting
Mortgage Call Report
NH Gross Income Report
Freddie Mac Report
Year-end Reporting
IRS Reporting and Transmissions (1098, 1099-INT, 1099-A, 1099-C)
Lien Alert Notification Monitoring
Run Reports and Analyze Data Periodically
Distribute Reports to Departments
Extract Data from LOS and LSS and Compare for Congruency
Sign-Off on Task List Items upon Completion
QA Audit Responses

Qualification

Mortgage experienceCustomer service skillsVerbal skillsOrganization skillsWritten skillsWork independentlyAdaptability

Required

Mortgage experience is a plus
Excellent organization skills
Excellent customer service skills
Excellent written and verbal skills
Ability to work independently
Able to keep abreast of all changes and adapt them into daily routine

Company

Primary Residential Mortgage

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Primary Residential Mortgage provides home financing services.

Funding

Current Stage
Late Stage

Leadership Team

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Jeff Zitting
Co-founder | Principal | Director of Customer Acquisition and Strategic Relationships
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