Analyst, Doc Mgmt Collateral

Freedom Mortgage

Fishers, Indiana, United States of America

Operations | Full time | Onsite

The Doc Management Collateral Analyst provides administrative support needed to manage the ordering, tracking, follow-up, and reconciliation. They also assist in researching and obtaining missing loan collateral documents. Job duties include communicating with document custodians, third party vendors, other servicer clients, and internal partners to assist with the collateral recovery process.

• Oversight of the daily request from internal partners
• Strong communication skills, both internal and external parties
• Review and track all daily collateral shipments to third party entities and investor document custodians
• Confirm delivery, checked in receipt and review by the document custodians
• Support strategic transactions and initiatives to mitigate negative risk and financial impacts
• Liaise with capital markets, collateral operations, custodial compliance, and all applicable operational audit teams
• Assist with counter party relationships related to loan sales and servicing transfers
• Report and analyze collateral activity for various audiences, produce reports to provide visibility on collateral status
• Participate in collateral project work such as for final pool exceptions or modification exceptions
• Assist in establishing and implementing new collateral processes if or when trends or process problems are identified
• Strongly proficient in Microsoft Excel, using formulas such as vlookup, xlookup, pivot tables, concatenations, and additional functions
• Strong organizational skills and ability to multitask as well as able to work independently with minimal supervision
• Must be able to work in the office. Remote work is not available for this position
• Comply with all company policies and procedures
• Maintain regular and punctual attendance

Performs other related duties as assigned.

This position is an individual contributor.

• Organizational, coaching and leadership abilities
• Communication, presentation, and interpersonal skills
• Self-motivated with a results-driven approach

• High School Diploma or GED
• Advanced computer skills in MS Office

None Required

Problems and issues faced are general, and require interpretation and some analysis of FFOC’s policies and procedures to understand and resolve.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand;

walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case‑by‑case basis in accordance with applicable law.

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.