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Note Finance Operations Coordinator - Phoenix Arizona
Company: Disability Solutions Location: Phoenix, Arizona
Posted On: 04/28/2024
Job Title:Note Finance Operations CoordinatorLocation:BiltmoreWhat you'll do:Our Mortgage Warehouse - Note Finance division provides line of credit services to commercial borrowers such as private non-bank lenders and institutional debt funds to assist with their cash flow and operating needs. As a Note Finance Operations Coordinator, you will be responsible for understanding our department's policies and procedures to clearly & effectively communicate documentation gaps and drive actions to resolve. The ability to work independently, prioritize projects, multi-task and remain organized while delivering business results is critical.What we are looking for: - Champions best-in-class service to our clients and business partners, responding to emails and/or phone calls within SLAs and using professional & effective communications to drive business results.
- Identify document gaps, collaborating with other Teams who communicate with clients and cure deficiencies. Includes consulting on client-facing calls and emails.
- Prepares recurring and ad hoc reports to clients and business partners such as document exceptions, maturing loan reports as well as collateral fee invoices.
- Follow processes and use templates to effectively communicate document exceptions and solutions to our Note Finance clients.
- Quarterbacks loan advances and paydowns, working with clients and internal teams to process requests, researching and resolving any discrepancies.
- Updates document tracking records and reports for loans, communicating outbound shipment status to clients, managing any issues to resolution.
- Support other Team Members with overflow work as needed
- Assist Manager(s) with ad hoc reporting as neededWhat you need to have:
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