Primary Residential Mortgage
Special Loans Associate & Team Lead
Date completed: Completed by: Title: Special Loans Associate. Department: Servicing. Exempt Status 0Y 0N. Position Status: Full Time.
Position Purpose Interface between servicing teams regarding data and maintenance, advisory updates, scheduled data submissions, department task list items. Maintain professional office environment and function as a liaison for vendors, corporate departments, and investors.
Responsibilities
Special Loans
ARM, bi-weekly, interest only, balloon loans, etc.
SCRA / Military Updates
Successors in Interest Updates
System Advisory / Updates Communication
Servicing System > Print Vendor > Document Retention Reconciliation
Mass Maintenance and Communication Protocols
File Maintenance
Monitor Incoming Communications and Distribution
Servicing Group Inboxes
JIRA queues
LSS portal requests from borrower
Data Gathering and Research
Data Corrections / Updates
Audit Requests
Maintain Agenda & Notes for various committees
Daily FEMA Evaluation for PDMDA Declarations in Portfolio
Credit Bureau Reporting
Servicing System Header Maintenance
Monthly Exceptions Review within Servicing System
Monthly Exceptions Review from CRAs
E-OSCAR Report Cards
NSF Payment Reporting
Monthly Reporting and Submissions
USDA Investor Exceptions (Paid in full)
PMI MILAR Reporting
Monthly MERS Reconciliation
Maintenance Items
Quarterly Reporting
Mortgage Call Report
NH Gross Income Report
Freddie Mac Report
Year-end Reporting
Servicing System Header Maintenance
Monthly Year-end Task Lists
IRS Reporting and Transmissions (1098, 1099-INT, 1099-A, 1099-C)
Lien Alert Notification Monitoring
Servicing Task List
Run Reports and Analyze Data Periodically
Distribute Reports to Departments
Extract Data from LOS and LSS and Compare for Congruency
Data Gathering and Research
Data Corrections / Updates
Audit Requests
Sign-Off on Task List Items upon Completion
QA Audit Responses
Core Functions Team Lead – Full time in office requirement
Oversight for all “Special Loans” and “Reporting” responsibilities
Monthly verification of Task List Items
Update Procedures Related to Job Functions
System Advisory / Updates Communication
Facilitate Goal-Setting and Training of Team Members
Provides Oversight for Special Loans Team
Facilitate Weekly and Monthly Team Meetings
QA Audit Responses
Special Loans and Maintenance – Full time in office requirement
Special Loans
ARM, bi-weekly, interest only, balloon loans, etc.
SCRA / Military Updates
Successors in Interest Updates
System Advisory / Updates Communication
Servicing System > Print Vendor > Document Retention Reconciliation
Mass Maintenance and Communication Protocols
File Maintenance
Monitor Incoming Communications and Distribution
Servicing Group Inboxes
JIRA queues
LSS portal requests from borrower
Data Gathering and Research
Data Corrections / Updates
Audit Requests
QA Audit Responses
Maintain Agenda & Notes for various committees
Reporting – Full time in office requirement
Daily FEMA Evaluation for PDMDA Declarations in Portfolio
Credit Bureau Reporting
Servicing System Header Maintenance
Monthly Exceptions Review within Servicing System
Monthly Exceptions Review from CRAs
E-OSCAR Report Cards
NSF Payment Reporting
Monthly Reporting and Submissions
USDA Investor Exceptions (Paid in full)
PMI MILAR Reporting
Monthly MERS Reconciliation
Maintenance Items
Quarterly Reporting
Mortgage Call Report
NH Gross Income Report
Freddie Mac Report
Year-end Reporting
Servicing System Header Maintenance
Monthly Year-end Task Lists
IRS Reporting and Transmissions (1098, 1099-INT, 1099-A, 1099-C)
Lien Alert Notification Monitoring
Servicing Task List
Run Reports and Analyze Data Periodically
Distribute Reports to Departments
Extract Data from LOS and LSS and Compare for Congruency
Data Gathering and Research
Data Corrections / Updates
Audit Requests
Sign-Off on Task List Items upon Completion
QA Audit Responses
Reporting & Office Supervisor – Full time in office requirement
All Reporting functions listed above
Branch 2401 onsite supervision
Submit requests to Facilities on behalf of Branch 2401 regarding:
Office supply inventory
Broken appliance replacements
Office furniture replacements
Workstation replacements
Facilitate appropriate software updates and downloads for Branch 2401
Escalate and notify the applicable parties regarding internet/network outages on behalf of Branch 2401
Qualifications
Mortgage experience is a plus
Excellent organization skills
Excellent customer service skills
Excellent written and verbal skills
Ability to work independently
Able to keep abreast of all changes and adapt them into daily routine
Company Conformance Statements In the performance of their respective tasks and duties all employees are expected to conform to the following:
Understands and adheres to Employee Handbook, privacy and information security guidelines.
Acts within delegated authorities and adheres to applicable policy and procedures.
Contributes to establishing a respectful workplace where diversity is leveraged for innovation and growth.
Ensures every action and decision is aligned with PRMI values (pg 7 of 42 Employee Handbook).
Partners with your manager in performance management, understanding what expected and how performance will be measured, leveraging coaching and feedback opportunities, and seeking access to learning and development.
Realizes team synergies through networking and partnerships across PRMI and by seeking out diversity of viewpoints.
Embraces change, acting as an advocate and role model, and promoting a mindset of continuous improvement.
Maintains a high standard of customer care, actively listening to customers to understand their needs and points of view, taking ownership of problems and issues, and taking into the breadth of PRMI capability to provide solutions.
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
Work effectively as a team contributor on all assignments.
Perform quality work within deadlines with or without direct supervision.
Respect client and employee privacy.
Work Requirements Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space (i.e. branch or corporate office location). Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
I acknowledge that I have read the Job Description and I understand what is expected of me for this position. PRMI reserves the right to change/reassign job duties or combine positions as any time. I also understand that I am an at-will employee and that this job description does not constitute a contract of employment.
Seniority Level
Entry Level
Employment Type
Full-time
Job Function
Finance and Sales
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Position Purpose Interface between servicing teams regarding data and maintenance, advisory updates, scheduled data submissions, department task list items. Maintain professional office environment and function as a liaison for vendors, corporate departments, and investors.
Responsibilities
Special Loans
ARM, bi-weekly, interest only, balloon loans, etc.
SCRA / Military Updates
Successors in Interest Updates
System Advisory / Updates Communication
Servicing System > Print Vendor > Document Retention Reconciliation
Mass Maintenance and Communication Protocols
File Maintenance
Monitor Incoming Communications and Distribution
Servicing Group Inboxes
JIRA queues
LSS portal requests from borrower
Data Gathering and Research
Data Corrections / Updates
Audit Requests
Maintain Agenda & Notes for various committees
Daily FEMA Evaluation for PDMDA Declarations in Portfolio
Credit Bureau Reporting
Servicing System Header Maintenance
Monthly Exceptions Review within Servicing System
Monthly Exceptions Review from CRAs
E-OSCAR Report Cards
NSF Payment Reporting
Monthly Reporting and Submissions
USDA Investor Exceptions (Paid in full)
PMI MILAR Reporting
Monthly MERS Reconciliation
Maintenance Items
Quarterly Reporting
Mortgage Call Report
NH Gross Income Report
Freddie Mac Report
Year-end Reporting
Servicing System Header Maintenance
Monthly Year-end Task Lists
IRS Reporting and Transmissions (1098, 1099-INT, 1099-A, 1099-C)
Lien Alert Notification Monitoring
Servicing Task List
Run Reports and Analyze Data Periodically
Distribute Reports to Departments
Extract Data from LOS and LSS and Compare for Congruency
Data Gathering and Research
Data Corrections / Updates
Audit Requests
Sign-Off on Task List Items upon Completion
QA Audit Responses
Core Functions Team Lead – Full time in office requirement
Oversight for all “Special Loans” and “Reporting” responsibilities
Monthly verification of Task List Items
Update Procedures Related to Job Functions
System Advisory / Updates Communication
Facilitate Goal-Setting and Training of Team Members
Provides Oversight for Special Loans Team
Facilitate Weekly and Monthly Team Meetings
QA Audit Responses
Special Loans and Maintenance – Full time in office requirement
Special Loans
ARM, bi-weekly, interest only, balloon loans, etc.
SCRA / Military Updates
Successors in Interest Updates
System Advisory / Updates Communication
Servicing System > Print Vendor > Document Retention Reconciliation
Mass Maintenance and Communication Protocols
File Maintenance
Monitor Incoming Communications and Distribution
Servicing Group Inboxes
JIRA queues
LSS portal requests from borrower
Data Gathering and Research
Data Corrections / Updates
Audit Requests
QA Audit Responses
Maintain Agenda & Notes for various committees
Reporting – Full time in office requirement
Daily FEMA Evaluation for PDMDA Declarations in Portfolio
Credit Bureau Reporting
Servicing System Header Maintenance
Monthly Exceptions Review within Servicing System
Monthly Exceptions Review from CRAs
E-OSCAR Report Cards
NSF Payment Reporting
Monthly Reporting and Submissions
USDA Investor Exceptions (Paid in full)
PMI MILAR Reporting
Monthly MERS Reconciliation
Maintenance Items
Quarterly Reporting
Mortgage Call Report
NH Gross Income Report
Freddie Mac Report
Year-end Reporting
Servicing System Header Maintenance
Monthly Year-end Task Lists
IRS Reporting and Transmissions (1098, 1099-INT, 1099-A, 1099-C)
Lien Alert Notification Monitoring
Servicing Task List
Run Reports and Analyze Data Periodically
Distribute Reports to Departments
Extract Data from LOS and LSS and Compare for Congruency
Data Gathering and Research
Data Corrections / Updates
Audit Requests
Sign-Off on Task List Items upon Completion
QA Audit Responses
Reporting & Office Supervisor – Full time in office requirement
All Reporting functions listed above
Branch 2401 onsite supervision
Submit requests to Facilities on behalf of Branch 2401 regarding:
Office supply inventory
Broken appliance replacements
Office furniture replacements
Workstation replacements
Facilitate appropriate software updates and downloads for Branch 2401
Escalate and notify the applicable parties regarding internet/network outages on behalf of Branch 2401
Qualifications
Mortgage experience is a plus
Excellent organization skills
Excellent customer service skills
Excellent written and verbal skills
Ability to work independently
Able to keep abreast of all changes and adapt them into daily routine
Company Conformance Statements In the performance of their respective tasks and duties all employees are expected to conform to the following:
Understands and adheres to Employee Handbook, privacy and information security guidelines.
Acts within delegated authorities and adheres to applicable policy and procedures.
Contributes to establishing a respectful workplace where diversity is leveraged for innovation and growth.
Ensures every action and decision is aligned with PRMI values (pg 7 of 42 Employee Handbook).
Partners with your manager in performance management, understanding what expected and how performance will be measured, leveraging coaching and feedback opportunities, and seeking access to learning and development.
Realizes team synergies through networking and partnerships across PRMI and by seeking out diversity of viewpoints.
Embraces change, acting as an advocate and role model, and promoting a mindset of continuous improvement.
Maintains a high standard of customer care, actively listening to customers to understand their needs and points of view, taking ownership of problems and issues, and taking into the breadth of PRMI capability to provide solutions.
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
Work effectively as a team contributor on all assignments.
Perform quality work within deadlines with or without direct supervision.
Respect client and employee privacy.
Work Requirements Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space (i.e. branch or corporate office location). Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
I acknowledge that I have read the Job Description and I understand what is expected of me for this position. PRMI reserves the right to change/reassign job duties or combine positions as any time. I also understand that I am an at-will employee and that this job description does not constitute a contract of employment.
Seniority Level
Entry Level
Employment Type
Full-time
Job Function
Finance and Sales
Referrals increase your chances of interviewing at Primary Residential Mortgage by 2x
Get notified about new Loan Associate jobs in Centennial Park, AZ.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr