Private Certifications Team Lead
About The Position
The Private Certifications Team Lead reviews loan or collateral documents and/or processes data. The role works with internal and external parties to provide reporting, communicate deficiencies, clear exceptions, and execute affidavits and certification documents. It researches issues to support client satisfaction, quality control, and compliance with custodial agreements. The position serves as a subject matter expert in certifications, reporting, and the review of complex collateral documents under custodial agreements. With limited management supervision, the team lead provides accurate reporting and document-file certifications while working toward departmental goals. The role communicates frequently with clients about account issues, resolves complex customer issues, and assists with reports for the Quality Management Program and Management Production Report. It manages multiple priorities and may work on complex projects or assist with reviewing, directing, and ensuring the proper work and output of others. Work is performed with little direction and may involve discretion and decision-making.
Requirements
- An associate’s degree or three or more years of related experience.
- Well-developed reading, writing, and mathematical skills.
- Acute attention to detail.
- Ability to manage multiple tasks.
- Demonstrated administrative skills.
- Ability to identify and resolve exceptions and interpret data.
- Well-developed customer service skills, including proficient written and verbal communication.
- Ability to complete repetitive daily tasks and meet production goals and deadlines.
- Strong time management skills, particularly in collecting, organizing, and sorting letters and numbers.
- Microsoft Office suite application skills.
- Ability to push, pull, and/or lift 20–30 pounds, and sit and/or stand for long periods.
- Ability to bend or squat and willingness to climb step ladders up to 10 feet high.
Nice To Haves
- Experience with emBTRUST software.
Responsibilities
- Review loan or collateral documents and/or process data.
- Work with internal and external parties to provide reporting, communicate deficiencies, clear exceptions, and execute affidavits and certification documents.
- Research issues to support client satisfaction, quality control, and compliance with custodial agreements.
- Provide accurate reporting and certification of document files and work toward departmental goals.
- Communicate frequently with clients regarding account issues and resolve complex customer issues.
- Assist in producing reports for the Quality Management Program and Management Production Report.
- Manage multiple priorities and work on complex projects.
- Assist with reviewing and directing others’ work and ensuring proper work and output.
Benefits
- Medical, dental, and vision healthcare coverage.
- Basic term and optional term life insurance.
- Short-term and long-term disability insurance.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation of two to five weeks, depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase.
- Pension.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
