Special Loan Associate

Primary Residential Careers•Centennial Park, AZ

22d•Onsite

About The Position

Position purpose Interface between servicing teams regarding data and maintenance, advisory updates, scheduled data submissions, department task list items. Maintain professional office environment and function as a liaison for vendors, Corporate Departments, and investors. Responsibilities/Duties/Functions/Tasks Special Loans Associate Special Loans o ARM, bi-weekly, interest only, balloon loans, etc. o SCRA / Military Updates o Successors in Interest Updates System Advisory / Updates Communication Servicing System > Print Vendor > Document Retention Reconciliation Mass Maintenance and Communication Protocols File Maintenance Monitor Incoming Communications and Distribution o Servicing Group Inboxes o JIRA queues o LSS portal requests from borrower Data Gathering and Research o Data Corrections / Updates o Audit Requests Maintain Agenda & Notes for various committees Daily FEMA Evaluation for PDMDA Declarations in Portfolio Credit Bureau Reporting o Servicing System Header Maintenance o Monthly Exceptions Review within Servicing System o Monthly Exceptions Review from CRAs E-OSCAR Report Cards NSF Payment Reporting Monthly Reporting and Submissions o USDA Investor Exceptions (Paid in full) o PMI MILAR Reporting Monthly MERS Reconciliation o Maintenance Items Quarterly Reporting o Mortgage Call Report o NH Gross Income Report o Freddie Mac Report Year-end Reporting o Servicing System Header Maintenance o Monthly Year-end Task Lists o IRS Reporting and Transmissions (1098, 1099-INT, 1099-A, 1099-C) Lien Alert Notification Monitoring Servicing Task List o Run Reports and Analyze Data Periodically o Distribute Reports to Departments Extract Data from LOS and LSS and Compare for Congruency Data Gathering and Research o Data Corrections / Updates o Audit Requests Sign-Off on Task List Items upon Completion QA Audit Responses Core Functions: Team Lead – Full time in office requirement Oversight for all “Special Loans” and “Reporting” responsibilities Monthly verification of Task List Items Update Procedures Related to Job Functions System Advisory / Updates Communication Facilitate Goal-Setting and Training of Team Members Provides Oversight for Special Loans Team Facilitate Weekly and Monthly Team Meetings QA Audit Responses Special Loans and Maintenance – Full time in office requirement Special Loans o ARM, bi-weekly, interest only, balloon loans, etc. o SCRA / Military Updates o Successors in Interest Updates System Advisory / Updates Communication Servicing System > Print Vendor > Document Retention Reconciliation Mass Maintenance and Communication Protocols File Maintenance Monitor Incoming Communications and Distribution o Servicing Group Inboxes o JIRA queues o LSS portal requests from borrower Data Gathering and Research o Data Corrections / Updates o Audit Requests QA Audit Responses Maintain Agenda & Notes for various committees Reporting – Full time in office requirement Daily FEMA Evaluation for PDMDA Declarations in Portfolio Credit Bureau Reporting o Servicing System Header Maintenance o Monthly Exceptions Review within Servicing System o Monthly Exceptions Review from CRAs E-OSCAR Report Cards NSF Payment Reporting Monthly Reporting and Submissions o USDA Investor Exceptions (Paid in full) o PMI MILAR Reporting Monthly MERS Reconciliation o Maintenance Items Quarterly Reporting o Mortgage Call Report o NH Gross Income Report o Freddie Mac Report Year-end Reporting o Servicing System Header Maintenance o Monthly Year-end Task Lists o IRS Reporting and Transmissions (1098, 1099-INT, 1099-A, 1099-C) Lien Alert Notification Monitoring Servicing Task List o Run Reports and Analyze Data Periodically o Distribute Reports to Departments Extract Data from LOS and LSS and Compare for Congruency Data Gathering and Research o Data Corrections / Updates o Audit Requests Sign-Off on Task List Items upon Completion QA Audit Responses Reporting & Office Supervisor – Full time in office requirement All Reporting functions listed above Branch 2401 onsite supervision. Submit requests to Facilities on behalf of Branch 2401 regarding: o Office supply inventory o Broken appliance replacements o Office furniture replacements o Workstation replacements Facilitate appropriate software updates and downloads for Branch 2401. Escalate and notify the applicable parties regarding internet/network outages on behalf of Branch 2401.

Requirements

Mortgage experience is a plus
Excellent organization skills
Excellent customer service skills
Excellent written and verbal skills
Ability to work independently
Able to keep abreast of all changes and adapt them into daily routine
Understands and adheres to Employee Handbook, privacy and information security guidelines.
Acts within delegated authorities and adheres to applicable policy and procedures.
Contributes to establishing a respectful workplace where diversity is leveraged for innovation and growth.
Ensures every action and decision is aligned with PRMI values. (pg 7 of 42 Employee Handbook)
Partners with your manager in performance management, understanding what expected and how performance will be measured, leveraging coaching and feedback opportunities, and seeking access to learning and development.
Realizes team synergies through networking and partnerships across PRMI and by seeking out diversity of viewpoints.
Embraces change, acting as an advocate and role model, and promoting a mindset of continuous improvement.
Maintains a high standard of customer care, actively listening to customers to understand their needs and points of view, taking ownership of problems and issues, and taking into the breadth of PRMI capability to provide solutions.
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
Work effectively as a team contributor on all assignments.
Perform quality work within deadlines with or without direct supervision.
Respect client and employee privacy.
Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting.
To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space. (i.e. branch or corporate office location).
Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies.
The ability to work extended hours may be required.

Responsibilities

Interface between servicing teams regarding data and maintenance, advisory updates, scheduled data submissions, department task list items.
Maintain professional office environment and function as a liaison for vendors, Corporate Departments, and investors.
ARM, bi-weekly, interest only, balloon loans, etc.
SCRA / Military Updates
Successors in Interest Updates
System Advisory / Updates Communication
Servicing System > Print Vendor > Document Retention Reconciliation
Mass Maintenance and Communication Protocols
File Maintenance
Monitor Incoming Communications and Distribution
Servicing Group Inboxes
JIRA queues
LSS portal requests from borrower
Data Gathering and Research
Data Corrections / Updates
Audit Requests
Maintain Agenda & Notes for various committees
Daily FEMA Evaluation for PDMDA Declarations in Portfolio
Credit Bureau Reporting
Servicing System Header Maintenance
Monthly Exceptions Review within Servicing System
Monthly Exceptions Review from CRAs
E-OSCAR Report Cards
NSF Payment Reporting
Monthly Reporting and Submissions
USDA Investor Exceptions (Paid in full)
PMI MILAR Reporting
Monthly MERS Reconciliation
Maintenance Items
Quarterly Reporting
Mortgage Call Report
NH Gross Income Report
Freddie Mac Report
Year-end Reporting
Monthly Year-end Task Lists
IRS Reporting and Transmissions (1098, 1099-INT, 1099-A, 1099-C)
Lien Alert Notification Monitoring
Servicing Task List
Run Reports and Analyze Data Periodically
Distribute Reports to Departments
Extract Data from LOS and LSS and Compare for Congruency
Sign-Off on Task List Items upon Completion
QA Audit Responses
Oversight for all “Special Loans” and “Reporting” responsibilities
Monthly verification of Task List Items
Update Procedures Related to Job Functions
Facilitate Goal-Setting and Training of Team Members
Provides Oversight for Special Loans Team
Facilitate Weekly and Monthly Team Meetings
All Reporting functions listed above
Branch 2401 onsite supervision.
Submit requests to Facilities on behalf of Branch 2401 regarding:
Office supply inventory
Broken appliance replacements
Office furniture replacements
Workstation replacements
Facilitate appropriate software updates and downloads for Branch 2401.
Escalate and notify the applicable parties regarding internet/network outages on behalf of Branch 2401.