Wealth Document Custody Analyst

Truist Financial • Richmond, VA

448d

About The Position

The Wealth Document Custody Analyst at Truist Bank is responsible for maintaining full custodial control of original documents for various securitized loans, ensuring compliance with Agency guidelines. This role involves reviewing documents, participating in the re-certification process, and managing the release of documents to issuers. The analyst will also maintain a database of pooled loans and assist in preparing management reports while interacting with various stakeholders to resolve compliance-related issues.

Requirements

• High School education or equivalent
• 2-3 years related Mortgage experience processing, underwriting and or closing
• Proficiency with Microsoft Office
• Strong written and verbal communications skill

Nice To Haves

• Analytical and problem solving skills
• Ability to multi-task and manage
• Working knowledge of FHLMC/FNMA/GNMA/FHLB Document Custodian Guidelines

Responsibilities

• Ensure all required documents are reviewed and in compliance with Agency requirements.
• Participate in the re-certification process when an issuer acquires collateral from another issuer.
• Release documents to Issuers in accordance with Agency regulations.
• Maintain database of pooled loans on computer system.
• Assist in the preparation of various management reports reflecting status of pooled loans and volumes.
• Interact with various issuers, regulatory agencies, auditors, etc. to resolve questions and issues regarding deliveries, certifications and compliance.
• Provide timely problem escalation to manager and/or team leader.

Benefits

• AD&D insurance
• Paid holidays
• Dental insurance
• 401(k)
• Vision insurance
• Life insurance

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 10,001+ employees