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Relationship Administrator II - Mortgage Warehouse

Richardson, Texas;

Job Description:

Business Specific Description:

Manage a portfolio of large mortgage warehouse and bridge loans.  Conduct due diligence through review of checklists and underlying documents to ensure all documents required for advances are received. Daily processing of payments required as well as strong communication regarding shipments to investors. This is a high volume, fast paced environment.  Requires ability to manage multiple tasks throughout the day with tight deadlines, including complex processes.    Ability to work with different systems and databases.  Position requires lots of client interaction and ability to work effectively in a team environment.  Must have a strong focus on building client relationships and the security and integrity of client information.

Enterprise Job Description:

Leads the effort in the pre-closing and closing process on basic real estate loans, including construction, term, lines of credit, and letters of credit; and with some supervision, contributes to the processes on moderately complex to complex real estate loans, which may include syndications. Reviews loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Works closely with Client Manager, borrower, counsel, construction consultants and title companies. Monitors documentation requirements and exceptions, including interest and past dues. May contribute to the training of junior associates. Responsible for managing construction draw process, including reviewing construction draw packages, identifying and helping to resolve construction and title issues, keeping accurate records of loan budget, monitoring non-loan sources of funds for certain product types, and ensuring loan is in balance in accordance with approval. Has two or more years previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills. Bachelor's degree or some accounting experience preferred.

Qualifications:

  • Two or more years previous real estate loan administration experience or real estate paralegal experience
  • Two years minimum of client facing / customer service experience
  • Proficient computer skills, including Windows, Excel, Word and Outlook
  • Excellent written and verbal communication skills
  • Effective problem solving skills
  • Strong analytical skills
  • Comfortable working in a fast paced environment with shifting priorities
  • Commercial loan systems expereince
  • Bachelor's degree or some accounting experience preferred

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday, 8am to 5pm CST

Referral Bonus Amount:

0

Job Description:

Business Specific Description:

Manage a portfolio of large mortgage warehouse and bridge loans.  Conduct due diligence through review of checklists and underlying documents to ensure all documents required for advances are received. Daily processing of payments required as well as strong communication regarding shipments to investors. This is a high volume, fast paced environment.  Requires ability to manage multiple tasks throughout the day with tight deadlines, including complex processes.    Ability to work with different systems and databases.  Position requires lots of client interaction and ability to work effectively in a team environment.  Must have a strong focus on building client relationships and the security and integrity of client information.

Enterprise Job Description:

Leads the effort in the pre-closing and closing process on basic real estate loans, including construction, term, lines of credit, and letters of credit; and with some supervision, contributes to the processes on moderately complex to complex real estate loans, which may include syndications. Reviews loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Works closely with Client Manager, borrower, counsel, construction consultants and title companies. Monitors documentation requirements and exceptions, including interest and past dues. May contribute to the training of junior associates. Responsible for managing construction draw process, including reviewing construction draw packages, identifying and helping to resolve construction and title issues, keeping accurate records of loan budget, monitoring non-loan sources of funds for certain product types, and ensuring loan is in balance in accordance with approval. Has two or more years previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills. Bachelor's degree or some accounting experience preferred.

Qualifications:

  • Two or more years previous real estate loan administration experience or real estate paralegal experience
  • Two years minimum of client facing / customer service experience
  • Proficient computer skills, including Windows, Excel, Word and Outlook
  • Excellent written and verbal communication skills
  • Effective problem solving skills
  • Strong analytical skills
  • Comfortable working in a fast paced environment with shifting priorities
  • Commercial loan systems expereince
  • Bachelor's degree or some accounting experience preferred

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22003117

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Autumn Barlow Huitt

Referral Bonus:

0