 | We do it all day. Let us teach you what we've learned. Learn how the experts market their startups. Grab the free ebook. From our sponsors  |
| Latest CareerBuilder Jobs: Banking, US - 30 mile radius |
| Latest CareerBuilder Jobs |
Mortgage Closer (LO) 4
5/9/2015 4:00:00 AM
Details: Wells Fargo's Consumer Lending Group (CLG) is an industry leader in supporting homeowners and consumers. We put customers at the center of all that we do. We make every decision - and design every product and service - with our customers in mind. It starts with you. We must attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization. The CLG team includes Home Lending, Consumer Credit Card, Personal Loans and Lines, Direct Auto, Dealer Services, Commercial Auto, Retail Services and Education Financial Services including the professional services teams that partner with these businesses - Human Resources, Finance, Credit Risk, and Compliance & Operational Risk. Join the #1 Mortgage originator and servicer ( Source: Inside Mortgage Finance ) Our Mortgage team supports the nation's leading originator and servicer of residential mortgages. Responsible for the mortgage closing process after final decision. Manages complex pipeline to anticipate estimated closing date; obtains and clears closing stipulations; conducts welcome call to Settlement Agent; monitors files through underwriting and follows up with 3rd parties and/or customers to obtain closing related documents (title, HOI, 10 day VOE) needed to complete loan file; contacts and reviews HUD-1 and requirements with customer; schedules and meets closing date; closes and funds loans. Regularly and consistently communicates with customer, settlement agent and sales partner 1+ years experience in customer service, loan administration, collections, or sales environment. Persons in this position must meet the Consumer Financial Protection Bureau loan originator qualification requirements and must comply with Wells Fargo policies related to these requirements. The loan originator qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements including additional screening.
Customer Service Rep 3
5/9/2015 4:00:00 AM
Details: Our foundation for success can be summarized in three beliefs: Our product is service. Our value added is financial advice and guidance. Our competitive advantage is our people. It all begins with outstanding talent. In Wells Fargo's Consumer Lending Group (CLG), we've built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization. The CLG team includes Home Lending, Consumer Credit Card, Personal Loans and Lines, Direct Auto, Dealer Services, Commercial Auto, Retail Services and Education Financial Services including the professional services teams that partner with these businesses - Human Resources, Finance, Credit Risk, and Compliance & Operational Risk. Join the #2 Overall Auto lender ( Source: Autocount ) Our Consumer Credit Solutions (CCS) Collections and Servicing team works with past-due customers to offer solutions for bringing credit card, student loan, personal line and loan, direct auto, retail services and deposit accounts up-to-date. The group also provides customer service for student loan and retail services accounts and works with customers to resolve disputed charges on credit card accounts. Duties may include: - Resolving complex inquiries and complaints from internal and external customers and upon escalation - Processing complex transactions on-line - Performing extensive research to resolve the complex customer problems - Providing guidance and assistance to less experienced representatives either on the spot and/or via telephone - Providing training on policies and procedures, new or enhanced services and/or procedural changes. - May also cross-sell or refer products, review data and report trends to management, and project work. - Training Schedule: 4 weeks of mandatory training with a required schedule of Monday through Friday, 9am - 6pm. - Work Schedule: Monday through Friday, 9am - 6pm & 10am - 7pm during daylight savings.
MS Bus Sales Consultant 1
5/9/2015 4:00:00 AM
Details: At Wells Fargo, our vision is to satisfy all our customers' financial needs and help them succeed financially. In this role, you will help us deliver on our vision and build lifelong relationships with our customers. You also will demonstrate leadership through contributing to a company culture that supports customers in achieving their financial goals, team members in developing their careers, and communities in continuing to thrive. As part of a team that serves one in three American households, you will play a vital role in living our commitment to the highest ethical standards and maintaining the valued trust of our customers and communities. Wells Fargo Merchant Services specializes in providing solutions such as credit card, debit card, check guarantee, e-commerce and gift cards to businesses of all sizes. WFMS is nationally recognized for its ingenuity and reputation as a leader in the electronics payments industry. Wells Fargo Merchant Services is searching for highly motivated outside sales consultants. Come work with a leader in the Electronic Payment Solutions industry. This is an excellent opportunity for qualified candidates to continue a successful sales career. This is an outside sales position. You will be selling non-cash payment (credit, debit, check and gift card) processing solutions to businesses with varying financial needs. Duties will include retail bank partnering and self-sourcing of new merchant sales opportunities in additional to internal networking with other Wells Fargo business units. This position requires a high degree of integrity, professionalism, excellent communication and time management skills as well as the acumen to plan and achieve aggressive financial goals. You will be responsible for analyzing financial statements, developing proposals in our proprietary software application and delivering formal presentations to prospective merchants. Total expected annual compensation (Salary + Commissions) at achieved goal targets is in the $80k range and commissions are uncapped. This position includes on-going sales and sales development training support. All sales activities will be entered into our lead-tracking CRM software. Expense reimbursement includes cell phone, mileage and certain incidentals. You will be responsible for adhering to all Wells Fargo Bank and Wells Fargo Merchant Services programs and policies.
MS Bus Sales Consultant 1
5/9/2015 4:00:00 AM
Details: At Wells Fargo, our vision is to satisfy all our customers' financial needs and help them succeed financially. In this role, you will help us deliver on our vision and build lifelong relationships with our customers. You also will demonstrate leadership through contributing to a company culture that supports customers in achieving their financial goals, team members in developing their careers, and communities in continuing to thrive. As part of a team that serves one in three American households, you will play a vital role in living our commitment to the highest ethical standards and maintaining the valued trust of our customers and communities. Wells Fargo Merchant Services specializes in providing solutions such as credit card, debit card, check guarantee, e-commerce and gift cards to businesses of all sizes. WFMS is nationally recognized for its ingenuity and reputation as a leader in the electronics payments industry. Wells Fargo Merchant Services is searching for highly motivated outside sales consultants. Come work with a leader in the Electronic Payment Solutions industry. This is an excellent opportunity for qualified candidates to continue a successful sales career. This is an outside sales position. You will be selling non-cash payment (credit, debit, check and gift card) processing solutions to businesses with varying financial needs. Duties will include retail bank partnering and self-sourcing of new merchant sales opportunities in additional to internal networking with other Wells Fargo business units. This position requires a high degree of integrity, professionalism, excellent communication and time management skills as well as the acumen to plan and achieve aggressive financial goals. You will be responsible for analyzing financial statements, developing proposals in our proprietary software application and delivering formal presentations to prospective merchants. Total expected annual compensation (Salary + Commissions) at achieved goal targets is in the $80k range and commissions are uncapped. This position includes on-going sales and sales development training support. All sales activities will be entered into our lead-tracking CRM software. Expense reimbursement includes cell phone, mileage and certain incidentals. You will be responsible for adhering to all Wells Fargo Bank and Wells Fargo Merchant Services programs and policies.
MS Bus Sales Consultant 1
5/9/2015 4:00:00 AM
Details: At Wells Fargo, our vision is to satisfy all our customers' financial needs and help them succeed financially. In this role, you will help us deliver on our vision and build lifelong relationships with our customers. You also will demonstrate leadership through contributing to a company culture that supports customers in achieving their financial goals, team members in developing their careers, and communities in continuing to thrive. As part of a team that serves one in three American households, you will play a vital role in living our commitment to the highest ethical standards and maintaining the valued trust of our customers and communities. Wells Fargo Merchant Services specializes in providing solutions such as credit card, debit card, check guarantee, e-commerce and gift cards to businesses of all sizes. WFMS is nationally recognized for its ingenuity and reputation as a leader in the electronics payments industry. Wells Fargo Merchant Services is searching for highly motivated outside sales consultants. Come work with a leader in the Electronic Payment Solutions industry. This is an excellent opportunity for qualified candidates to continue a successful sales career. This is an outside sales position. You will be selling non-cash payment (credit, debit, check and gift card) processing solutions to businesses with varying financial needs. Duties will include retail bank partnering and self-sourcing of new merchant sales opportunities in additional to internal networking with other Wells Fargo business units. This position requires a high degree of integrity, professionalism, excellent communication and time management skills as well as the acumen to plan and achieve aggressive financial goals. You will be responsible for analyzing financial statements, developing proposals in our proprietary software application and delivering formal presentations to prospective merchants. Total expected annual compensation (Salary + Commissions) at achieved goal targets is in the $80k range and commissions are uncapped. This position includes on-going sales and sales development training support. All sales activities will be entered into our lead-tracking CRM software. Expense reimbursement includes cell phone, mileage and certain incidentals. You will be responsible for adhering to all Wells Fargo Bank and Wells Fargo Merchant Services programs and policies.
MS Bus Sales Consultant 1
5/9/2015 4:00:00 AM
Details: Wells Fargo Merchant Services specializes in providing solutions such as credit card, debit card, check guarantee, e-commerce and gift cards to businesses of all sizes. WFMS is nationally recognized for its ingenuity and reputation as a leader in the electronics payments industry. Wells Fargo Merchant Services is searching for highly motivated outside sales consultants. Come work with a leader in the Electronic Payment Solutions industry. This is an excellent opportunity for qualified candidates to continue a successful sales career. Job Description: This is an outside sales position. You will be selling non-cash payment (credit, debit, check and gift card) processing solutions to businesses with varying financial needs. Duties will include retail bank partnering and self-sourcing of new merchant sales opportunities in additional to internal networking with other Wells Fargo business units. This position requires a high degree of integrity, professionalism, excellent communication and time management skills as well as the acumen to plan and achieve aggressive financial goals. You will be responsible for analyzing financial statements, developing proposals in our proprietary software application and delivering formal presentations to prospective merchants. Total expected annual compensation (Salary + Commissions) at achieved goal targets is in the $80k range and commissions are uncapped. This position includes on-going sales and sales development training support. All sales activities will be entered into our lead-tracking CRM software. Expense reimbursement includes cell phone, mileage and certain incidentals. You will be responsible for adhering to all Wells Fargo Bank and Wells Fargo Merchant Services programs and policies.
MS Bus Sales Consultant 1
5/9/2015 4:00:00 AM
Details: Wells Fargo Merchant Services specializes in providing solutions such as credit card, debit card, check guarantee, e-commerce and gift cards to businesses of all sizes. WFMS is nationally recognized for its ingenuity and reputation as a leader in the electronics payments industry. Wells Fargo Merchant Services is searching for highly motivated outside sales consultants. Come work with a leader in the Electronic Payment Solutions industry. This is an excellent opportunity for qualified candidates to continue a successful sales career. Job Description: This is an outside sales position. You will be selling non-cash payment (credit, debit, check and gift card) processing solutions to businesses with varying financial needs. Duties will include retail bank partnering and self-sourcing of new merchant sales opportunities in additional to internal networking with other Wells Fargo business units. This position requires a high degree of integrity, professionalism, excellent communication and time management skills as well as the acumen to plan and achieve aggressive financial goals. You will be responsible for analyzing financial statements, developing proposals in our proprietary software application and delivering formal presentations to prospective merchants. Total expected annual compensation (Salary + Commissions) at achieved goal targets is in the $80k range and commissions are uncapped. This position includes on-going sales and sales development training support. All sales activities will be entered into our lead-tracking CRM software. Expense reimbursement includes cell phone, mileage and certain incidentals. You will be responsible for adhering to all Wells Fargo Bank and Wells Fargo Merchant Services programs and policies.
MS Bus Sales Consultant 1
5/9/2015 4:00:00 AM
Details: Wells Fargo Merchant Services specializes in providing solutions such as credit card, debit card, check guarantee, e-commerce and gift cards to businesses of all sizes. WFMS is nationally recognized for its ingenuity and reputation as a leader in the electronics payments industry. Wells Fargo Merchant Services is searching for highly motivated outside sales consultants. Come work with a leader in the Electronic Payment Solutions industry. This is an excellent opportunity for qualified candidates to continue a successful sales career. Job Description: This is an outside sales position. You will be selling non-cash payment (credit, debit, check and gift card) processing solutions to businesses with varying financial needs. Duties will include retail bank partnering and self-sourcing of new merchant sales opportunities in additional to internal networking with other Wells Fargo business units. This position requires a high degree of integrity, professionalism, excellent communication and time management skills as well as the acumen to plan and achieve aggressive financial goals. You will be responsible for analyzing financial statements, developing proposals in our proprietary software application and delivering formal presentations to prospective merchants. Total expected annual compensation (Salary + Commissions) at achieved goal targets is in the $80k range and commissions are uncapped. This position includes on-going sales and sales development training support. All sales activities will be entered into our lead-tracking CRM software. Expense reimbursement includes cell phone, mileage and certain incidentals. You will be responsible for adhering to all Wells Fargo Bank and Wells Fargo Merchant Services programs and policies.
BRANCH SALES MANAGER (SAFE)
5/9/2015 4:00:00 AM
Details: Wells Fargo's Consumer Lending Group (CLG) is an industry leader in supporting homeowners and consumers. We put customers at the center of all that we do. We make every decision - and design every product and service - with our customers in mind. It starts with you. We must attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions.� We value and promote diversity and inclusion in every aspect of our business and at every level of our organization. The CLG team includes Home Lending, Consumer Credit Card, Personal Loans and Lines, Direct Auto, Dealer Services, Commercial Auto, Retail Services and Education Financial Services including the professional services teams that partner with these businesses - Human Resources, Finance, Credit Risk, and Compliance & Operational Risk. Join the #1 Mortgage originator and servicer ( Source: Inside Mortgage Finance ) Our Mortgage Origination team builds strong relationships with consumers and referral partners to help our customers reach their personal and financial goals through homeownership. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Together we'll go far! Wells Fargo Home Mortgage is the nation's leading mortgage lender. We are driven to provide exceptional home loan service to consumers and business partners. With a strong, nationwide branch network, we strive to offer the very best platforms, technology, tools, and compensation. At Wells Fargo, we foster an inclusive, customer focused work environment where innovation is encouraged and performance rewarded. We invest in you, develop your talents, and help you maximize your potential. If we want to be successful in today's world, we must be as diverse, in every respect, as the customers and communities we serve. We have an immediate opening for a Branch Sales Manager. This individual is responsible for directing and managing the sales activities of a branch of residential Home Mortgage Consultants (typically 5 – 12 direct reports), ensuring profitability, market share growth, and a high level of customer service. Also responsible for producing high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service. Strong sales and organizational skills are essential. Bilingual job seekers are encouraged to apply. Additional duties include: Develop knowledge of company products, policies and procedures, and underwriting requirements Understand real estate appraisals, title reports, and real estate transactions Inform prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in Develop and maintains a high degree of visibility for WFHM in the marketplace Perform miscellaneous duties as needed and required
Item Processor
5/9/2015 4:00:00 AM
Details: The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information or any other characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 844 895-8598 or email accommodation@aerotek .com for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position. Position will examine, add, repair, and audit data for discrepancies and errors. Also, position will reconcile data to ensure accuracy with financial accounts. Item processor is responsible for abstracting information from checks (such as payment amounts, account numbers, "pay to" info, etc) and entering the information in to be applied to customers accounts. High attention to detail and accuracy are key. Responsibilities may include: Reviews data from source documents. Verifies entries for accuracy and completeness. Reviews incoming batches in order to balance and correct discrepancies. Reviews batch documents to ensure accuracy, completeness, and adherence to establishment standards. Performs audits of both incoming and outbound documents to ensure conformance with regulations and procedures. Sends and receives file transmissions if necessary. Sends and receives courier parcels, and distributes incoming items. Records inbound and outbound items. Encodes paper documents. Supports other areas of Item Processing as necessary. Must have exceptional 10key and banking experience of some kind. I.E. teller, item processor, check processor, loan assistant, etc. About Aerotek: Aerotek, headquartered in Hanover, Md., is a leading provider of technical, professional and industrial staffing services. Established in 1983, Aerotek is an operating company of Allegis Group, the largest provider of staffing services in the U.S. Aerotek operates a network of more than 200 non-franchised offices throughout the U.S., Canada and Europe. For more information, visit aerotek.com .
Doc Review / Audit Project
5/9/2015 4:00:00 AM
Details: Volt Workforce Solutions has partnered with a leading finance company to help identify multiple people to support an auditing / compliance project. This position is a temporary project expected to last up to 1 month and the same people may be called back for additional project support over summer. Positions will start ASAP. In this role you will perform auditing of documents and contracts, looking for missing signatures or information and reading contracts to ensure disclosure language is listed. Pay is $16/hr. Must be able to work full time hours, M-F. To apply, submit resume today. Volt is an Equal Opportunity Employer.
Loan Administration, Servicing
5/9/2015 4:00:00 AM
Details: JOB DESCRIPTION POSITION(S) TITLE : Loan Servicing Specialists: POSITION NUMBERS : DK #105 and DK #106 NUMBER OF POSITIONS : 2 DEPARTMENT : Credit Administration LOCATION : Newark New Jersey REPORTS TO : VP/Credit Administration ROLE TYPE : Perm/Direct Hire SUMMARY : Position(s) are responsible for accurately processing and administering the loan servicing duties for both Escrow Analysis and Payments and Insurance and Taxes listed below RESPONSIBILITIES FOR ESCROW ANALYSIS AND PAYMENTS : Loan Servicing Operations : • Preparing Checks, Depositor Credit, Wire Transfer and Loan Debit for all Loan Closings. • Accurately input all new loans, renewals and extensions on the Fiserv System. • Accurately input all participants on loans that the Bank sold participating interest on the Fiserv System. • Perform file maintenance on the Fiserv as required. • Process all loan payments either through tickets or block entries. • Print, review and mail out billing and delinquency and maturity notices. • Print all rate changes, payment changes and escrow analysis for review and mailing by the Loan Servicing Manager. • Process countrywide monthly payments and accrue interest receivables. • Update the participation Purchased and Sold Reports at the end of each month. • Research and gather all information for HMDA Reporting. • Download the current year's HMDA soft ware via the FFIEC website. • Review all Residential Loan Applications for applicability for HMDA Reporting. • Gather all information from Applications to be inputted on the HMDA LAR. • Electronically file the HMDA LAR before March 1 each year. • Prepare wire transfer and process tickets on all participation loan payments. • Issue Payoff letters. • Respond to internal and external customer's inquiries. • Assist with the daily file maintenance. • Assist with return checks processing. • Process non-posted items daily. • Process all Loan Charge offs. • Process all non-accrual loans. • Prepare cancellation on paid loans and send them out for recordation. Prepare and Review the following Reports: • Monthly Fannie Mae reporting • Monthly HAMP Reporting • Monthly exporting of the Loan Trial Balance from Director to the Loan Database • Monthly Reconciliation of the Loan Database • Monthly review of the Tracking Report on Trailer Documents and UCC1 Expiration • Management of all legal documents in the vault including placing and removing files from the vault • Send documents to the FHLB for loans pledged as collateral • Request documents from the FHLB on loans no longer pledged • Respond to all customers verification request and perform any required research RESPONSIBILITIES FOR INSURANCE AND TAXES: Manage Visa Card Transactions and Reporting: • Prepare daily and monthly visa transactions • Obtain and review all required daily Visa Reports via E-Library. • Reports such as but not limited to: Daily Settlement, Monthly Settlement. • Daily Lost Stolen Report, Daily Return Card Report, Issuer Alerts. • Manage the Visa Portfolio which includes processing payments, processing settlements, setting up new visa and issuing new cards, reissuing cards and Pin numbers and responding to customer inquiries and requests. • Calculate and process Visa Bonus Points. • EOscar review and report on customer's dispute Manage Insurance and Collateral on all Loans Such as real estate, auto, hazard, flood, and business Liability: • Follow-up and obtaining proof insurance is current on non-escrowed loans. • Send out demand letters to customers for evidence of Hazard and Flood Insurance. • Force Place Insurance on loans which do not provide evidence for both Hazard and Flood insurances. • Process monthly payment on Force Placed Insurance accounts. • Manage and pay PMI / MIP insurance. • Update Loan Data Base for tracking Insurance on escrow and non-escrow Loans. Manage Tracking and Payments of Real Estate Taxes on Collateral : • Obtaining proof that all taxes are current on loans that are not Escrow. • Update the loan data base used for tracking taxes on escrow and non-escrow Loans. • Prepare and mail Escrow Surplus Checks to customers. Prepare and Review the following Reports : • Review Tracking Reports both from Director and the data base monthly to ensure that all Taxes and Insurance payments are up to date. • Accurately prepare the monthly SBA 1502 Report and process Wire Transfer for SBA Fees. • Update the monthly Reg. O and Employees' Loan Reports and forward to the Accounting Department. • Monthly FHA Loan Reporting via the HUD Website. • Accurately prepare and deliver Semi-Annual CRA Reporting. • Accurately prepare and deliver FNMA 582 Report. • Accurately prepare quarterly report on Loan available commitment with maturity greater than 1 year. • Update the Accounting Risk Analytic Report with Countrywide loan information. • Track all OREO Expenses on an Excel Spread Sheet. • Provide and forward current loan rates to Financial Market Focus. • Monthly Reconciliation Report. • Other Reports as required. Loan Processing and Reconciliations • Daily Reconciliation of all Loan G/L and related DDA Accounts. • Process Returned Checks by reversing the affected transactions on the loans and forward to Deposit Operations all related transactions. • Update Credit/Servicing files daily. • Process Legal Fees to the Fiserv System on each loans affected. • Scan all transactions processed each day.
Mortgage Underwriters
5/9/2015 4:00:00 AM
Details: Underwrite complex mortgage loans for high net worth clients Perform complex income / tax return analysis Approve loans within credit authority and in accordance with MSPBNA credit policy and credit culture Proactively manage assigned pipeline Assist in identifying or recommending alternative loan solutions Ensure data accuracy Manage prefund quality control errors to below 5%
CSR - Consumer Banking
5/9/2015 4:00:00 AM
Details: Great Customer Service Opportunity in Tempe/East Phoenix Area! Job Description: Managing inbound calls. Assisting customers with their banking priorities. Upbeat environment where quality is more important than quantity. Environment is professional and offers room for growth. Job Requirements: The ideal candidate will have banking Experience such as a Teller or Personal Banker. Articulate and detailed with an upbeat communication style. Qualified candidates will be contacted immediately.
Vehicle Upgrade Specialist
5/9/2015 4:00:00 AM
Details: Motorcars Toyota is looking for someone to help us in our Vehicle Upgrade department. We started the new department about five months ago and it is having great success. We currently have a lady working from 8:00 to 4:00. Since our service department is open late we want to add someone to work from 1:00 to 9:00. The Vehicle Upgrade Specialist will meet select customers while they are having their cars serviced with us. You will present a custom proposal for them on how they can get into a new car at a similar payment. When the customer agrees to a new vehicle evaluation, you introduce them to a sales manager. A sales person will then present the features of the new vehicle. The sales manager will present the customer with a figure we will purchase their car for and payments on a new one. The goal is to have 10 people a day do a vehicle evaluation. The upgrade specialists only job is to present the information, ask them to do a vehicle evaluation, and introduce them to the sales manager. The ideal candidate is great with customers and is always smiling. You have to be non-confrontational and not afraid to meet to new people. You will hear the word "no" more than you will hear the word "yes" so you must be able to keep your head up and keep going. Please send us your resume if you think you would be the right candidate. We would be happy to discuss the position in further detail if you like.
Title Closer
5/9/2015 4:00:00 AM
Details: Our client - an Established Colorado Title Company has an immediate need for an experienced Title Closer. The Title Closer job description includes: Closing Agent job description includes: Greet customers enthusiastically and professionally, either in person or over the phone, with emphasis on representing the company in a way which builds customer relationships and a positive corporate image Answer customer inquiries in a timely and accurate manner Build and maintain productive relationships with all customers; take responsibility for customer satisfaction and loyalty Participate in department marketing activities which may include attending after hours functions as requested or required Act as liaison with all parties involved in the transaction, e.g. buyer, seller, listing agent, buyer agent, lender, attorney Pre-closing: Determine escrow requirements by reviewing and clarifying buyer, seller and lender instructions Obtain clear title by ordering title reports, resolving title defects, satisfying existing liens and encumbrances against property or principals; provide a pro-active approach in notifying customers of potential roadblocks or issues Review contract, pre-type, prepare and deliver balanced and error free settlement statements Prepare other required real estate documents Prepare and deliver balanced and error free HUD1 settlement statements for lender approval using FHA, VA, and Conventional lending guidelines Gather all file information required to close transaction Prepare and organize lender loan and real estate documents in preferred order and copy for physical presentation Closing: Review lender and real estate closing instructions for closing conditions, endorsements, and disbursement of proceeds Review all closing documents for accuracy in names, address, and legal as outlined Describe closing and lender documents according to Presentation Standards and obtain signatures, collect accurate amount of "Good Funds' and satisfy title and lender requirements Post Closing: Claim wires and/or deposit "Good Funds Balance file; disburse funds and documents according to instructions from mortgage company, payoff lender, title and other appropriate parties Proof recording documents for typographical errors, signatures, notary, and/or recognize omission of data; record documents with appropriate state/county agency Resolve all post-closing quality reconciliation issues Other Duties: Assist in training new employees Ensure workload is completed in timely manner by securing additional resources if needed Coordinate with assistant in processing functions; establish and maintain a joint filing system for processing efficiency Maintain and manage closing reports to office expectations Identify opportunities for systems improvement Proficient adoption of closing strategies Perform other related duties as assigned by manager; overtime may be required at high volume
You are receiving this email because you subscribed to this feed at feedmyinbox.com
If you no longer wish to receive these emails, you can unsubscribe from this feed, or manage all your subscriptions
No comments:
Post a Comment