Document Specialist - Subpeonas - Hybrid - Wyomissing, PA
About the position
Responsibilities
• Review customer account instructions to ensure proper documentation is attached.
• Verify the accuracy of transaction details for account transactions, fees, rates, spreads, and instructions.
• Ensure all agreed checks in pre-processing/processing are strictly conducted.
• Respond completely and comprehensively to emails and customer requests immediately.
• Participate in team meetings and ensure implementation of agreed action points.
• Research the unit's Suspense Account entries to determine unapplied loan payments.
• Process loan confirmations for loan transactions and remit confirmation to the customer as required.
• Support implementation of key projects.
• Update control sheet and reconcile daily instructions.
• Timely escalate any exceptions noticed related to work and environment to Management.
• Ensure timely archival of records with the service provider and maintain inventory of archived documents.
• Ensure new loan instructions have properly executed documentation, signatures, and approvals.
• Ensure account maintenance instructions have properly executed documentation, signatures, and approvals.
Requirements
• Bachelor's Degree or equivalent work experience in Finance, Business, or an equivalent field.
• 0-3 years of experience in the same or similar role.
• Knowledge of regulatory guidelines (residential mortgage; consumer; commercial).
• Ability to initiate, develop, and implement projects and procedures.
• Basic knowledge of lending procedures and regulations.
• Ability to handle multiple tasks while maintaining strong attention to detail.
• Strong interpersonal skills (written and oral).
• Demonstrated ability to understand and interpret compliance regulations.
• Ability to deal with customers effectively.
• Ability to meet deadlines.
• Strong organizational and analytical skills.
• Ability to develop and implement goals and objectives.
Benefits
• Competitive salary based on skills and experience.
• Opportunities for professional development and training.
• Diversity and inclusion initiatives within the workplace.
Apply Now
Apply Now
Responsibilities
• Review customer account instructions to ensure proper documentation is attached.
• Verify the accuracy of transaction details for account transactions, fees, rates, spreads, and instructions.
• Ensure all agreed checks in pre-processing/processing are strictly conducted.
• Respond completely and comprehensively to emails and customer requests immediately.
• Participate in team meetings and ensure implementation of agreed action points.
• Research the unit's Suspense Account entries to determine unapplied loan payments.
• Process loan confirmations for loan transactions and remit confirmation to the customer as required.
• Support implementation of key projects.
• Update control sheet and reconcile daily instructions.
• Timely escalate any exceptions noticed related to work and environment to Management.
• Ensure timely archival of records with the service provider and maintain inventory of archived documents.
• Ensure new loan instructions have properly executed documentation, signatures, and approvals.
• Ensure account maintenance instructions have properly executed documentation, signatures, and approvals.
Requirements
• Bachelor's Degree or equivalent work experience in Finance, Business, or an equivalent field.
• 0-3 years of experience in the same or similar role.
• Knowledge of regulatory guidelines (residential mortgage; consumer; commercial).
• Ability to initiate, develop, and implement projects and procedures.
• Basic knowledge of lending procedures and regulations.
• Ability to handle multiple tasks while maintaining strong attention to detail.
• Strong interpersonal skills (written and oral).
• Demonstrated ability to understand and interpret compliance regulations.
• Ability to deal with customers effectively.
• Ability to meet deadlines.
• Strong organizational and analytical skills.
• Ability to develop and implement goals and objectives.
Benefits
• Competitive salary based on skills and experience.
• Opportunities for professional development and training.
• Diversity and inclusion initiatives within the workplace.
Apply Now
Apply Now