Prepare and manage commercial loan legal documents to protect bank assets while working closely with Relationship Managers. Verify data, resolve client inquiries, monitor risk areas, and make decisions regarding exceptions outside normal operating paradigms.
Requirements
- Mitigate risk within Mortgage Warehouse Lending
- Prepare and manage commercial loan legal documents in accordance with policy and procedures to ensure bank assets are protected
- Inspect executed documents for accuracy and compliance; resolve any discrepancies; monitor receipt of documents; image executed documents
- Ensure all requirements for client set up are completed
- Request and review Fidelity and E&O insurance policies; verify coverage complies with MWL requirements; contact customers regarding coverage deficiencies and resolve
- Review and reconcile MWL deposit and general ledger accounts
- Monitor transactions; detect patterns and anomalies; detect and resolve potential risk elements; document results
- Complete audit confirmation requests with exact detail
- Contact clients regarding out-of-compliance situations and document resolution
- Respond to client requests for information and assistance
Benefits
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match