Analyst, Doc Mgmt Collateral

Posted 8 Days Ago
Be an Early Applicant
Fishers, IN, USA
In-Office
Entry level
Insurance • Financial Services
The Role
Manage ordering, tracking, and reconciliation of loan collateral documents. Communicate with custodians, vendors, and internal teams to recover missing collateral, track shipments, confirm receipts, produce collateral status reports, support projects and process improvements, and liaise with capital markets and compliance teams.
Summary Generated by Built In

Summary:

The Doc Management Collateral Analyst provides administrative support needed to manage the ordering, tracking, follow-up, and reconciliation. They also assist in the researching and obtaining of missing loan collateral documents. Job duties include communicating with document custodians, third party vendors, other servicer clients, and internal partners to assist with the collateral recovery process.

Essential Job Duties and Responsibilities:

  • Oversight of the daily request from internal partners

  • Strong communication skills, both internal and external parties

  • Review and track all daily collateral shipments third party entities and investor document custodians.

  • Confirm delivery, checked in receipt and review by the document custodians.

  • Support strategic transactions and initiatives to mitigate negative risk and financial impacts

  • Liaise with capital markets, collateral operations, custodial compliance, and all applicable operational audit teams.

  • Assist with counterparty relationships related to loan sales and servicing transfers

  • Report and analyze collateral activity for various audiences, produce reports to provide visibility on collateral status.

  • Participate in collateral project work such as for final pool exceptions or modification exceptions.

  • Assist in establishing and implementing new collateral processes if or when trends or process problems are identified.

  • Strongly proficient in Microsoft Excel, using formulas such as vlookup, xlookup, pivot tables, concatenations, and additional functions.

  • Strong organizational skills and ability to multitask as well as able to work independently with minimal supervision.

  • Must be able to work in the office. (Remote work is not available for this position).

  • Comply with all company policies and procedures.

  • Maintain regular and punctual attendance.

Other Job Duties and Responsibilities:

Performs other related duties as assigned.

Supervisory Responsibilities:

This position is an individual contributor.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

  • Organizational, coaching and leadership abilities.

  • Communication, presentation, and interpersonal skills

  • Self-motivated with a results-driven approach

Education and/or Experience:

  • High School Diploma or GED

  • Advanced computer skills in MS Office

Certificates, Licenses, Registrations:

None Required

Work Complexity:

Problems and issues faced are general, and require interpretation and some analysis of FFOC’s  policies and procedures to understand and resolve.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear.  The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms.  The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity:

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.

#LI-AC1

Skills Required

  • Strong proficiency in Microsoft Excel (VLOOKUP, XLOOKUP, pivot tables, concatenations, advanced functions)
  • Advanced computer skills in Microsoft Office
  • High School Diploma or GED
  • Strong communication, presentation, and interpersonal skills
  • Strong organizational skills, ability to multitask, and work independently with minimal supervision
  • Ability to work on-site (remote not available)
  • Experience reporting and analyzing collateral activity and producing status reports
  • Experience liaising with custodians, third-party vendors, capital markets, collateral operations, or custodial compliance
  • Ability to occasionally lift/move up to 25 pounds
  • Organizational, coaching, and leadership abilities
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The Company
HQ: Boca Raton, FL
5,200 Employees
Year Founded: 1990

What We Do

For over 30 years, Freedom Mortgage has helped millions of Americans achieve their dreams of homeownership and financial betterment. The wellbeing and improvement of our customers' lives and the communities in which they live fuels our ambition. We’re driven by boundless stamina and an unwavering focus on continuous collaboration, relentlessly seeking the right solutions for every customer and loan every day. Today, we service nearly 1.5 million customers with over $300 billion in mortgage loan assets, and we consistently rank as one of the nation's top 10 lenders. We are over 13,500 team members strong, recognized as a Top Workplace in the U.S., and are continuing on our unprecedented growth trajectory. Freedom Mortgage is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, disability, or national origin. Local applicants are encouraged to apply. Employment contingent upon successful completion of a background investigation. Smoke-free workplace. Drug-free work environment. Excellent benefits package including medical, dental, vision, and 401(k). All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search. Come #SoarWithUs and be a part of the Freedom family! Freedom Mortgage Corporation 951 Yamato Road, Suite 175 Boca Raton, FL 33431 Lender NMLS ID: 2767 www.nmlsconsumeraccess.org

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