Description

Job Description Summary: 

As a CMF Operations Senior Associate – CSG Corporate Mortgage Finance, you will be responsible for providing outstanding service and executing the day-to-day operational functions for Mortgage Servicing Assets (MSA) and mortgage warehouse loans while ensuring compliance with the Policies and Procedures of Huntington’s Corporate Mortgage Finance Group (CMFG). 

The CMF Operations Senior Associate requires 3 – 5 years of mortgage operational experience preferably within corporate mortgage finance; proven communication and collaboration skills and excellent organizational skills.

This position reports to the CMF Head of Operational Strategy and Execution.

In this role, as a Operations Senior Associate, you will be performing the following responsibilities:

• Operational Execution: 
  • Acts and makes decisions on MSR and mortgage warehouse transactions and exception requests within authority assigned by manager and in accordance with CMF operations procedures:  
    • Ensures all day-to-day transactions, activities and processes are completed timely and accurately to ensure all Service Level Agreements (SLAs) are met
    • Checks and reconciles information and documentation to ensure accuracy and completeness
    • Monitors and approves transaction requests (i.e., fundings and additional draw requests), monthly waterfalls, settlements, and collateral requests
    • Reviews and approves participation and syndication transactions and directs and ensures Commercial Operations completes transactions accurately and timely
  • Identifies and analyzes issues and problems, and resolves discrepancies in a timely manner, escalating when appropriate for situation
  • Evaluates transactions requiring exceptions and engages senior management for resolution where required
  • Perform reconciliations of loans activity to general ledger and DDA accounts
  • Research and compile data for management and surveillance reporting
  • Contributes to development and writing of policies and procedures
  • May mentor and assist in training less experienced colleagues; participates in projects as assigned
• Onboarding:  Takes initiative to facilitate client onboarding in conjunction with Commercial Services, Commercial Operations and in warehouse system
• Oversight: Assists with overseeing vendor relationships and performance of internal and external operations servicing CMF accounts.   Responsible for ensuring acceptable levels of quality and service consistent with Bank and CMF policies, procedures, and guidelines as evidenced by satisfactory loan reviews and audits of work performed.
• Relationship Management: Build and maintain strong relationships with clients, management, internal and external stakeholders to ensure effective communication, collaboration and problem solving.
• Reporting and Compliance: Prepare portfolio reports highlighting operational performance of clients, and compliance with internal policies.   Additionally, prepare ad hoc portfolio reporting as needed.

Preferred Experience:

• Operational execution experience ideally within the mortgage warehouse finance industry or other specialty finance areas
• Bachelor's Degree from an accredited institution.

Basic Qualifications:

• Proficient written and verbal communication skills
• Minimum 3 years of relevant mortgage operations experience preferably in a fast-paced environment 
• Additional experience may be an acceptable alternative to a completed bachelor’s degree

Other Traits and Characteristics:

• Strong organizational skills with attention to detail, planning and follow-up
• Ability to work independently on multiple tasks without compromising quality
• Ability to handle complex customer service issues
• Demonstrates confidence, assertiveness, professionalism, and ability to interact with all levels within the organization in a professional manner
• Proficient use of Microsoft Office and other internet resources
• Excellence in customer service, highly motivated, focused and goal oriented
• Excellent written and verbal communication skills, including grammar and demeanor
• Continually seeks opportunities to grow and develop sk