Customer Service Associate Warehouse Lending- Collateral Monitoring

• Provide confirmation of receipt of collateral, verification and clearing of collateral exceptions as well as maintaining collateral reports
• Frequently interact with clients and custodians via phone and email providing updates on collateral
• Respond to client issues and questions
• Provide support to internal and external customers in account management, operations, documentation, and technical support
• Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact
• Receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements
• Act as a primary support person for the customer and internal partners supporting customer services
• Provide information to managers as well as internal and external customers to resolve customer issues

6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Experience with Warehouse Lending, Retail and/or Wholesale Mortgage Operations
• Familiar with mortgage documentation including but not limited to: Notes, Deeds of Trust, Allonges, Endorsements and Riders
• Strong Excel skills
• Work well in a team environment
• Excellent written and verbal communication