Senior Specialist, Client Services
New
United StatesFull-TimeSenior
Salary26 - 32 USD per hour
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Job Details
- Experience
- Minimum of 3 years of experience reviewing, assessing, and curing mortgage collateral documents
- Required Skills
- Microsoft ExcelProblem SolvingMicrosoft OfficeData entry
Requirements
- Bachelor’s degree in a related field or equivalent combination of education and professional experience.
- Minimum of 3 years of experience reviewing, assessing, and curing mortgage collateral documents.
- Prior experience in client services support or mortgage operations environments strongly preferred.
- Solid understanding of mortgage-related documentation, reporting processes, and loan servicing operations.
- Advanced Microsoft Excel skills, including pivot tables, lookups, and data manipulation functions.
- Proficiency with Microsoft Office tools including Excel, Word, and Outlook.
- Excellent attention to detail with strong data entry accuracy and document review capabilities.
- Strong written and verbal communication skills with the ability to compose professional client correspondence independently.
- Ability to conduct independent research, solve escalated issues, and make informed task-level decisions.
- Highly organized, self-motivated, and capable of managing multiple priorities in a deadline-driven environment.
- Demonstrated collaboration, customer service, and interpersonal skills.
- Ability to work flexible hours or overtime when required to meet client timelines.
Responsibilities
- Prepare and deliver accurate trade reporting and client-facing documentation according to established schedules and service level agreements.
- Review trade-level reports to ensure projects and loan-related tasks are progressing efficiently and accurately.
- Coordinate with internal operational, reconciliation, and chain teams to resolve issues related to assigned client portfolios.
- Research, evaluate, and resolve loan-level discrepancies, escalations, and reporting inconsistencies.
- Validate collateral documentation, chain of assignments, Allonges, and related mortgage records for completeness and compliance.
- Manage urgent or one-off requests involving document creation, retrieval, recording, or cancellation while maintaining clear communication with clients.
- Retrieve and upload mortgage document images into internal systems while coordinating timelines and tracking task completion.
- Perform quality control reviews of workflows and support ongoing monitoring and escalation of deadlines and deliverables.
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