Mortgage Warehouse Specialist III - Lead Funder

Simmons Bank•Dallas, TX

About The Position

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Mortgage Warehouse Specialist III is responsible for file-level activity related to individual loan fundings, including file review, wire requests, and customer communication

Requirements

Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations
Ability to communicate clearly and provide excellent customer service
Ability to write routine reports and business correspondence
HS Diploma/GED
3+ year experience in mortgage banking or financial services environment
MS Office programs

Responsibilities

Serve as primary day-to-day contact for customer inquiries
Confirm receipt of required documents for each advance
Review and verify accuracy of files processed by Warehouse Specialist I
Approval of outgoing wire transactions
Monitoring and settlement of incoming wire transactions
Reporting and reconciliation of accounts
Execute fraud check, OFAC inquiry or other applicable processes for bank transactions
Collect counter-signatures from designated officer(s)
Back up collateral specialist functions, when needed
Training new employees
Coaching of existing employees
Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Performs other duties and responsibilities as assigned.