Employment Opportunities
Compliance Support Specialist
Department: Loan Servicing Posted
Date: 12/17/2009
Job Status (full-time/part-time): Full Time
How to Apply: Contact Michelle Druce, Director of Compliance at 503-597-7848.
The Compliance Support Specialist is responsible for providing a wide variety of compliance support functions, including but not limited to state licensing/origination tracking, letters tracking, tracking state effective date issues and assisting in project management.
Knowledge Requirements
- Extensive working knowledge of loan servicing and loan origination
- General knowledge of applicable state and federal laws impacting loan origination and loan servicing
- Third-party examination experience
- Ability to learn project management lifecycles
- Ability to use software applications (Harland’s ILS, LPS desktop, Microsoft Office, nVision)
- Strong verbal and written communication skills
- Excellent understanding of company’s philosophy and core mission
Principal Duties/Responsibilities
- Performs work within company defined standards
- Maintain various compliance tracking reports & databases
- Maintain letters tracking and versioning
- Preparation of presentation materials
- Servicing and origination project tracking
- Assist with third-party examinations
- Projects as assigned
- Provide prompt and quality service to all clients and employees
- Contribute to overall organization goals
- Foster environment that encourages teamwork, empowerment and development
Job Specifications
- 2+ years experience in mortgage loan servicing or loan origination
- Knowledge of mortgage compliance tracking processes
- Excellent judgment and the ability to make independent decisions
- Strong writing skills
- Ability to manage multiple projects and tasks
- Strong organizational skills and attention to detail
- Experience creating effective tracking systems and processes
Foreclosure Specialist
Department: Loan Servicing
Posted Date: 04/26/10
Job Status (full-time/part-time): Full Time
How to Apply: Contact Hunter Robinson in the Loan Servicing Department at 503-597-7423.
The Foreclosure Specialist is responsible for the day to day management of a portfolio of loans in foreclosure including but not limited to: Ensuring attorney/vendor performance meets or exceeds industry standards. Review and execution of foreclosure related documents. Working in partnership with the Loan Workout group to ensure loss mitigation holds/delays are closely managed. Identifying and resolving issues which negatively impact timeline performance.
Knowledge Requirements
- Excellent understanding of the foreclosure process
- Excellent understanding of vendor management
- Excellent understanding of software applications (LPS desktop, ILS, Microsoft Office)
- Excellent understanding of company’s philosophy and core mission
Principal Duties/Responsibilities
- Maximizes performance of a portfolio of loans in foreclosure
- Proactively identify and resolve issues which hinder performance
- Acts as liaison between foreclosure and other departments within company
- Reviews queue reports daily to ensure all activities are completed timely
- Works with management to ensure foreclosure portfolio management is always structured to work at its highest efficiency in regards to timeline performance and minimizing cost.
- Performs work within company defined standards
- Abreast of all current policies and procedures as they relate to the foreclosure process
- Identifies procedural issues and problems and works with management to resolve/correct
- Handles problems and complaints from borrowers with the assistance of supervisor
- Attends all daily and periodic meetings to address production, new policies, procedures and issues
- Provide prompt and quality service to all clients and business partners
- Contribute to overall organization goals
Performance Standards
- Company determined individual queue turn times and overall turn times
- Company determined acceptable portfolio performance expectations
- Company determined acceptable daily/weekly/monthly production results
- Company determined acceptable conversion rate for turning foreclosure portfolio and aged items
Job Specifications
- Coordinate relationships with outside vendors and attorneys/trustees
- Excellent judgment and the ability to make independent decisions
- Ability to manage multiple tasks
- Strong communication, writing and organizational skills
Quality Control Assistant
Department: Database Marketing
Job Status (full-time/part-time): Full Time
Salary Range: Database Marketing Level 10 plus commission
How to Apply: Contact Richard Gwaltney at 503-597-7877
The main purpose of the Quality Control Assistant (QCA) is to monitor calls made by the Database Marketing Representative (DbM) consistent with cold call principals and specific monitoring instructions; reporting calls requiring further action to the designated Senior Shift Lead as necessary. The QCA may also actively coach DbM’s as assigned by the Senior Shift Lead. QCA will perform the duties of DbM when not engaged in QC projects.
Knowledge Requirements
- Good understanding of customer service principles
- Good understanding of the cold call telemarketing principles
- Good understanding of all Wealthbridge Mortgage telemarketing practices
- Good understanding of Touchstar Predictive dialer agent operation
Principal Duties/Responsibilities
- Monitor calls made by Database Marketers
- Conduct Customer Satisfaction Surveys
- Re-establish contact/restart origination process for clients whose loan requests were interrupted
- Cold call from lists as assigned from time to time
- Take incoming calls from prospective clients
- Transfer calls to the appropriate party
- Write notes to file regarding the interaction with prospective clients
- Attend company meetings as required from time to time
- Performs such other task as assigned from time to time by Department Management
Performance Standards
- Minimum of 10 scoreable calls per day
- Minimum of 10 customer surveys per day
- Minimum of 50 re-contact calls per day
- Exemplary compliance with Database Marketing Department Core Values
- Maintain a Target Ratio above 30%
- Maintain Lead Ratio of .9 leads per hour
- Maintain Funding Ratio of 2% or greater.
- Remain consistently available to receive phone calls
Job Specifications
- Maintain excellent working relationship with DbM’s
- Have a high school diploma
- Pass a criminal background check
- Ability to rapidly establish rapport with prospective clients and current customers
- High degree of accuracy at data entry
- Capable of prolonged sitting
- Capable of prolonged listening
- Good use of written and spoken English