Customer Service Associate Warehouse Lending

• Coordinate with Credit Analysts and Relationship Managers to determine the needed legal documents (such as: Addendum, MRA, custodial agreements, DACA's, covenant waivers, sub-servicing agreements, Amendments, NY Letters)
• Complete the legal documents and deliver to the legal department for review and approval
• Attend weekly credit meetings to discuss and discover legal documents needs and to report on progress of document preparation and/or delivery to the legal department or customer for execution
• Deliver completed legal documents to customer for execution
• Follow-up for and receive executed legal documents from customers and review for proper execution
• Reissue documents executed improperly or follow with customer for documents that were missed
• 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

• Mortgage or Institutional Lending experience
• Experience reviewing Real Estate Titles
• Strong attention to detail
• Strong oral and written communication skills
• Intermediate Excel experience
• Ability to multi-task