Mortgage Operations Coordinator
About the position
The Mortgage Operations Coordinator at Union Bank & Trust serves as a vital support role within the operations department, functioning as an advanced administrative assistant focused on strategic initiatives. This position involves organizing, tracking, and communicating project details and deliverables, particularly in compliance and software initiatives, to ensure the successful execution of departmental goals.
Responsibilities
Ā Assist the operations department head and other key department leadership with outlining and prioritizing the execution of strategic initiatives.
,
Ā Organize and maintain a comprehensive tracking system for all ongoing initiatives and projects in mortgage origination and servicing.
,
Ā Manage the execution of success timelines of key compliance and regulatory initiatives impacting the department.
,
Ā Prepare executive summaries with regular distribution to leadership including the Operations division head.
,
Ā Serve as a business unit liaison and coordinator for consultants, internal compliance and audit, project management and BSM's.
,
Ā Coordinate and communicate project details, timelines, and deliverable deadlines with relevant stakeholders and employee executers inside the business unit.
,
Ā Foster a collaborative environment with external stakeholders such as consultants, vendors, quality assurance, compliance, marketing, and other production/operations business units.
,
Ā Prepare and distribute regular updates and reports on the status of initiatives.
,
Ā Prepare summaries, trend analysis, or ROI results for department leaders based on the results of key initiatives or progress to goal.
,
Ā Facilitate strategy sessions, including scheduling, agenda preparation, and follow-up on action items.
,
Ā Support the development and implementation of departmental strategies and plans.
,
Ā Conduct research and provide insights to support strategic decision-making.
,
Ā Assist with TPRM (Third Party Risk Management) vendor requirements for mortgage software including activities pertaining to contract renewal, software demos, vendor evaluation, and vendor onboarding.
,
Ā Collection and/or measurement of KPI's from various areas as needed for vendor evaluation.
,
Ā Assist in the preparation of presentations and training materials.
,
Ā Coordinate special events and provide high-quality support for meetings.
,
Ā Manage administrative tasks such as scheduling meetings, preparing documents, and handling correspondence.
,
Ā Handle sensitive and proprietary lender information with a high level of confidentiality.
,
Ā Understand and adhere to all bank policies, laws and regulations applicable to their role.
,
Ā Complete compliance training, and follow internal processes and controls as required.
,
Ā Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
Requirements
Ā 5+ years of relevant work experience required, such as administrative assistant, project coordinator, operations manager, compliance coordinator, IT coordinator.
,
Ā Proficiency in Microsoft Office and collaboration tools such as shared drives and documents.
,
Ā Technical aptitude to investigate and learn new Microsoft software applications.
,
Ā Ability to teach end users how to interact with selected applications to record project status updates or remit deliverables.
,
Ā Post-secondary education preferred with preference for project management and software applications coursework.
Nice-to-haves
Ā Time efficient in managing multiple projects and deadlines.
,
Ā Accurate and detailed.
,
Ā Effective communicator.
,
Ā Independent with team orientation.
,
Ā Customer service focused.
,
Ā Self-directed and takes initiative.
,
Ā Projects a professional image and positively promotes the bank's products, services and policies.
Benefits
Ā Work from home opportunity on Wednesdays after onboarding.
Apply Now
The Mortgage Operations Coordinator at Union Bank & Trust serves as a vital support role within the operations department, functioning as an advanced administrative assistant focused on strategic initiatives. This position involves organizing, tracking, and communicating project details and deliverables, particularly in compliance and software initiatives, to ensure the successful execution of departmental goals.
Responsibilities
Ā Assist the operations department head and other key department leadership with outlining and prioritizing the execution of strategic initiatives.
,
Ā Organize and maintain a comprehensive tracking system for all ongoing initiatives and projects in mortgage origination and servicing.
,
Ā Manage the execution of success timelines of key compliance and regulatory initiatives impacting the department.
,
Ā Prepare executive summaries with regular distribution to leadership including the Operations division head.
,
Ā Serve as a business unit liaison and coordinator for consultants, internal compliance and audit, project management and BSM's.
,
Ā Coordinate and communicate project details, timelines, and deliverable deadlines with relevant stakeholders and employee executers inside the business unit.
,
Ā Foster a collaborative environment with external stakeholders such as consultants, vendors, quality assurance, compliance, marketing, and other production/operations business units.
,
Ā Prepare and distribute regular updates and reports on the status of initiatives.
,
Ā Prepare summaries, trend analysis, or ROI results for department leaders based on the results of key initiatives or progress to goal.
,
Ā Facilitate strategy sessions, including scheduling, agenda preparation, and follow-up on action items.
,
Ā Support the development and implementation of departmental strategies and plans.
,
Ā Conduct research and provide insights to support strategic decision-making.
,
Ā Assist with TPRM (Third Party Risk Management) vendor requirements for mortgage software including activities pertaining to contract renewal, software demos, vendor evaluation, and vendor onboarding.
,
Ā Collection and/or measurement of KPI's from various areas as needed for vendor evaluation.
,
Ā Assist in the preparation of presentations and training materials.
,
Ā Coordinate special events and provide high-quality support for meetings.
,
Ā Manage administrative tasks such as scheduling meetings, preparing documents, and handling correspondence.
,
Ā Handle sensitive and proprietary lender information with a high level of confidentiality.
,
Ā Understand and adhere to all bank policies, laws and regulations applicable to their role.
,
Ā Complete compliance training, and follow internal processes and controls as required.
,
Ā Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
Requirements
Ā 5+ years of relevant work experience required, such as administrative assistant, project coordinator, operations manager, compliance coordinator, IT coordinator.
,
Ā Proficiency in Microsoft Office and collaboration tools such as shared drives and documents.
,
Ā Technical aptitude to investigate and learn new Microsoft software applications.
,
Ā Ability to teach end users how to interact with selected applications to record project status updates or remit deliverables.
,
Ā Post-secondary education preferred with preference for project management and software applications coursework.
Nice-to-haves
Ā Time efficient in managing multiple projects and deadlines.
,
Ā Accurate and detailed.
,
Ā Effective communicator.
,
Ā Independent with team orientation.
,
Ā Customer service focused.
,
Ā Self-directed and takes initiative.
,
Ā Projects a professional image and positively promotes the bank's products, services and policies.
Benefits
Ā Work from home opportunity on Wednesdays after onboarding.
Apply Now