MORTGAGE COLLATERAL SPECIALIST

American Pacific Mortgage•Roseville, CA

5h•Onsite

About The Position

The Treasury Collateral Specialist is responsible for managing the collateral used to secure the company’s financial obligations, ensuring that it is properly valued, tracked, and safeguarded. This role involves working closely with internal teams, custodians, and external parties to optimize collateral usage and mitigate risks associated with collateral management. The specialist will also support liquidity management and reporting efforts related to collateral.

Requirements

Detail Oriented
Commitment to company values
Flexible and adaptable - Quickly learn new processes, be flexible to meet business demands
Excellent communication skills
Team player
Ability to read and interpret documents and writes routine correspondence. Ability to speak effectively with customers/vendors or other employees.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situation.
Sound working knowledge of computer and office software operations and systems.
Encompass required.
Analytical, evaluative, and problem-solving.
Keen attention to detail
Ability to set and manage priorities judiciously Maintains confidentiality; keeps emotions under control.
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.
Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively; able to read and interpret written information.
Ability to work in a team-oriented, collaborative environment. Contributes to building a positive team spirit.
Is consistently at work and on time, ensures work responsibilities are covered when absent.
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.
Exceptionally self-motivated and directed. Volunteers readily; undertakes self-development activities; seeks increased responsibilities.
Displays original thinking and creativity; generates suggestions for improving work.

Nice To Haves

Previous mortgage industry knowledge a plus, but not required

Responsibilities

Process incoming funding file packages
Open, sort, and organize packages
Review package for completeness
Scan funding file packages
Accurately label electronic files
Log funding file package receipt into LOS via scanned package receipt bulk upload process
Process original collateral packages
Pull original collateral from funding file packages
Log collateral receipt into LOS via note tracking process
Securely file original collateral in safe
Process allonges
Print and file
Label collateral folders
Print and file
Process outgoing collateral packages to warehouse banks
Prepare and accurately ship collateral packages to warehouse banks
Effectively communicate with warehouse banks and teams
Log collateral package shipments into LOS via collateral bulk upload process
Maintain compliant package storage
File processed funding packages for storage
Compliantly dispose of stored aged funding packages
Support Treasury operations
Other duties as assigned