Trade & Processing Specialist

UBSNashville, TN
296d

About The Position

Are you interested in residential and commercial loan origination and securitization and how these work behind the scenes? We're looking for a Real Estate Finance Operations Specialist to assist in the settlement and reconciliation of residential loan origination and warehouse funding transactions. You will also assist in the production of weekly risk reporting for residential loans in the pipeline, process the nostro, depot and AVI reconciliations including break research and resolution on a daily basis, and maintain daily contact with our client roster while providing superior service. Additionally, you will interact with and respond to Desk inquiries, work with document custodians, and review legal documents to create and maintain client profiles. You'll be joining the Real Estate Finance Middle Office team based in Nashville, TN, where we provide our bank support to the residential and commercial loan businesses and appropriately escalate any issues or risks in a timely manner. In this role, you will play a key role in the process of funding, settling, and monitoring the loans currently on our books.

Requirements

  • Bachelor's degree, ideally in business or finance
  • Experience with Excel - intermediate/advanced is a plus
  • Time management and organizational skills
  • Basic understanding of accounting principles
  • Basic understanding of fundamental financial terminology
  • Ability to analyze and understand complex system flows and operations

Nice To Haves

  • Any experience with mortgage or loan products is a plus

Responsibilities

  • Assist in the settlement and reconciliation of residential loan origination and warehouse funding transactions
  • Assist in the production of weekly risk reporting for residential loans in the pipeline
  • Process the nostro, depot and AVI reconciliations including break research and resolution on a daily basis
  • Maintain daily contact with our client roster and provide superior service
  • Interact with and respond to Desk inquiries
  • Work with document custodians
  • Review legal documents to create and maintain client profiles

Benefits

  • Flexible working arrangements like part-time, job-sharing and hybrid (office and home) working

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What This Job Offers

Job Type

Full-time

Industry

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Education Level

Bachelor's degree

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