Mortgage Operations and Support Specialist

Mortgage Partnership Finance Chicago, Illinois

POSITION SUMMARY:

The Operations and Support Specialist serves as a vital contributor to the performance of mortgage pricing, executing mortgage-related financial transactions, and assisting business partners in the secondary market.  He/she will assist with a wide variety of important functions including providing guidance to external business partners from established guidelines, performing research, compiling / analyzing mortgage data for reports of moderate to high complexity, performing rate distribution communications and reconciling daily transactions, accounts, and exceptions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Assist with the execution of mortgage related financial transactions and mortgage pricing
  • Act as a liaison between internal departments and external business partners for the support of products and the development of financial institution relationships
  • Apply origination, underwriting, servicing, and Mortgage Banking knowledge to perform research and analysis for requests and to resolve questions and issues that arise with external business partners or internal parties
  • Perform daily and monthly reconciliation of transactions, accounts, and exceptions
  • Contribute to end-of-month functions, processes requiring technical acumen, ad hoc reports and queries
  • Complete ongoing mortgage industry and technical skill training
  • Mentor and cross-train less experienced team members

EXPERIENCE AND EDUCATIONAL REQUIREMENTS:

  • Mortgage banking experience specific to the secondary market preferred
  • Bachelor’s Degree or Relevant Industry Experience; majors in Finance, Economics, or Accounting a plus

SOFTWARE REQUIREMENTS:

  • Intermediate MS Access and Excel skills
  • VBA or programming experience a plus

KNOWLEDGE, SKILLS, ABILITIES AND BEHAVIORS REQUIRED:

Quick learner with analytical skills; Strong attention to detail; Self-starter; Reliable; Ability to work under pressure and deadlines; Highly professional approach when dealing with others; Excellent verbal and written communication skills