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Form of workJob Description
Summary: The Treasury Specialist is responsible for warehouse bank paydown processing and provides support for Treasury operations.
Essential Duties & Responsibilities:- Process investor purchase activity across warehouse banks to pay purchased loans off the warehouse lines.
- Compile investor purchase advice data
- Populate investor purchase upload templates
- Upload bulk files to Encompass
- Process loan paydowns across all warehouse banks
- Communicate with internal departments, warehouse banks, and investors
- Generate and distribute daily purchase activity reports
- Reconcile Encompass purchase data
- Reconcile warehouse bank unidentified wires to outstanding loans
- Support Treasury funding operations to cover peak volume periods and provide staffing coverage.
- Fund loans utilizing Encompass funding platform and tools
- Communicate with warehouse banks, internal departments, and external contacts
- MERS transfer processing
- Support Treasury warehouse operations
- Actively participate in Treasury projects
- Other duties as assigned
Supervisory
Responsibilities: None
Education & Experience:- Bachelor's degree in applicable discipline, preferred
- A minimum of two (2) years’ experience with mortgage, warehouse funding/purchasing or applicable/transferable experience.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Competencies: To perform the job successfully, an individual should demonstrate the following competencies:
Problem Solving –Analytical, evaluative, and problem-solving. Identifies and resolve problems promptly; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.
Detail Oriented – Keen attention to detail
Interpersonal Skills –Ability to set and manage priorities judiciously Maintains confidentiality; keeps emotions under control.
Oral Communication – Ability to present ideas in business-friendly and user-friendly language. Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.
Written Communication – Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively; able to read and interpret written information.
Teamwork – Ability to work in a team-oriented, collaborative environment. Contributes to building a positive team spirit.
Attendance/Punctuality – Is consistently at work and on time, ensures work responsibilities are covered when absent.
Dependability – Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; complete tasks on time or notifies appropriate person with an alternate plan.
Initiative – Exceptionally self-motivated and directed. Volunteers readily; undertakes self-development activities; seeks increased responsibilities.
Innovation – Displays original thinking and creativity; generates suggestions for improving work.
