Overview:

Perform skilled clerical, data entry, and processing duties for Mortgage Operations requiring moderate to complex analysis and use of judgment.

Primary Responsibilities:

• Monitor daily Mortgage Operations workflow.
• Process pricing changes associated with mortgage applications in process on the same day requested.
• Complete all Change of Circumstances associated with Mortgage loan applications within (3) three business days of change notification
• .Interact with business partners to resolve any issues.
• Limit RESPA fee losses to mortgage operations and the Bank
• .Follow problem resolution process and own all customer issues until completion.
• Responsible for Mortgage loan data changes and ensuring accuracy.
• Interact with internal partners and management for procedural issues.
• Work closely with the Buffalo/Albany Mortgage Loan Processing offices and Sales to ensure Change of Circumstances are communicated clearly and mitigate any loss/risk to the Bank.
• Works closely with Operations Manager to resolve issues or concerns on loan changes.

Scope of Responsibilities:

The incumbent works under low to moderate supervision and exercises judgment in performing duties. Works with internal customers such as co-workers within the Loan Production Office.

Trains peers on new policies and procedures and presents ideas to improve processes and workflow.

Supervisory/ Managerial Responsibilities:

Assists management with the training and development of Operations Associates.

Education and Experience Required:

High School Diploma or GED required. Minimum three years relevant work experience

Education and Experience Preferred:

Associate's Degree preferred. Five years office experience preferred.

Location