Special Loan Associate

Location: Centennial Park

Special Loans Associate & Team Lead

Date completed:
Completed by:

Title:

Special Loans Associate. Department:
Servicing. Exempt Status 0Y 0N. Position Status:
Full Time.

Position Purpose

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.

Responsibilities

• Special Loans
• ARM, bi-weekly, interest only, balloon loans, etc.
• SCRA / Military Updates
• Successors in Interest Updates
• System Advisory / Updates Communication
• Servicing System >
  Print Vendor >
  Document Retention Reconciliation
• Mass Maintenance and Communication Protocols
• File Maintenance
• Monitor Incoming Communications and Distribution
• Servicing Group Inboxes
• JIRA queues
• LSS portal requests from borrower
• Data Gathering and Research
• Data Corrections / Updates
• Audit Requests
• Maintain Agenda & Notes for various committees
• 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
• Servicing System Header Maintenance
• Monthly Year-end Task Lists
• IRS Reporting and Transmissions (1098, 1099-INT, 1099-A, 1099-C)
• Lien Alert Notification Monitoring
• Servicing Task List
• Run Reports and Analyze Data Periodically
• Distribute Reports to Departments
• Extract Data from LOS and LSS and Compare for Congruency
• Data Gathering and Research
• Data Corrections / Updates
• Audit Requests
• Sign-Off on Task List Items upon Completion
• QA Audit Responses

Core Functions Team Lead – Full time in office requirement

• Oversight for all “Special Loans” and “Reporting” responsibilities
• Monthly verification of Task List Items
• Update Procedures Related to Job Functions
• System Advisory / Updates Communication
• Facilitate Goal-Setting and Training of Team Members
• Provides Oversight for Special Loans Team
• Facilitate Weekly and Monthly Team Meetings
• QA Audit Responses

Special Loans and Maintenance – Full time in office requirement

• Special Loans
• ARM, bi-weekly, interest only, balloon loans, etc.
• SCRA / Military Updates
• Successors in Interest Updates
• System Advisory / Updates Communication
• Servicing System >
  Print Vendor >
  Document Retention Reconciliation
• Mass Maintenance and Communication Protocols
• File Maintenance
• Monitor Incoming Communications and Distribution
• Servicing Group Inboxes
• JIRA queues
• LSS portal requests from borrower
• Data Gathering and Research
• Data Corrections / Updates
• Audit Requests
• QA Audit Responses
• Maintain Agenda & Notes for various committees

Reporting – Full time in office requirement

• 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
• Servicing System Header Maintenance
• Monthly Year-end Task Lists
• IRS Reporting and Transmissions (1098, 1099-INT, 1099-A, 1099-C)
• Lien Alert Notification Monitoring
• Servicing Task List
• Run Reports and Analyze Data Periodically
• Distribute Reports to Departments
• Extract Data from LOS and LSS and Compare for Congruency
• Data Gathering and Research
• Data Corrections / Updates
• Audit Requests
• Sign-Off on Task List Items upon Completion
• QA Audit Responses

Reporting & Office Supervisor – Full time in office requirement

• All Reporting functions listed above
• Branch 2401 onsite supervision
• Submit requests to Facilities on behalf of Branch 2401 regarding:
• Office supply inventory
• Broken appliance replacements
• Office furniture replacements
• Workstation replacements
• Facilitate appropriate software updates and…