Investor Services Specialist - REMOTE Job at Quorum FCU
Quorum Federal Credit Union is an online credit union and is one of the country’s leading lending providers and an award-winning provider of banking solutions transforming how we deliver and serve members and partners coast to coast. We are a diverse group of employees driven by our shared ambition to earn stakeholder trust by providing instant, accessible, and expert financial solutions. Together, we are moving the organization forward with futuristic-thinking, continuous planning and brilliance that our employees deliver each day. At Quorum, we are dedicated to doing Good at every interaction. We call it “Banking That’s Good. For You.”
Position Summary
The Investor Services Specialist reports to the Real Estate Loan Servicing Manager and supports our Investor-Partner portfolios by coordinating with our clients, vendors, internal partners, and reporting groups to help manage the day-to-day servicing of loans according to best practices and investor driven guidelines. The daily duties for this role include but are not limited to, executing on strategic objectives, collaborating with outsourced partners, and performing routine servicing functions specific to investor sales and servicing.
Key Responsibilities
- Assist the Real Estate Loan Servicing Manager by supporting the day-to-day servicing operations for our Investor-Partner loan portfolios including but not limited to, coordinating with third-party vendors for responsibilities that have been outsourced.
- Act as a client advocate within the Servicing Organization by prioritizing Investor-partner strategic objectives.
- Coordinates accurate and timely delivery of all Investor Reports
- Provides service and support to assigned investor-partners by addressing inquiries and/or servicing related requests and escalations.
- Coordinates the resolution for servicing and reporting related requests or escalations
- Manages processes and oversees the onboarding of new investors, including but not limited to: scheduling and participating in welcome calls, preparing and delivering servicing information packet, communicating internal reporting database updates, establishing access to shared information portal, and maintaining investor information repository.
- Supports investors by providing requested portfolio information, handling inquiries and coordination of requested meetings, and providing relationship and servicing performance feedback to management.
- Functions as a business lead on all investor related responsibilities and is accountable for projects in the investor servicing area.
- Adheres to and supports policies, including servicing metrics, service levels and compliance requirements of real estate lending products; and ensure appropriate procedures and controls are followed.
- Identify, oversee, and implement process improvements for areas of responsibility to streamline operations and maintain adequate controls across organizations.
- Assumes the primary responsibility of interacting with all necessary internal and third-party support departments to resolve client requests or answer inquiries related to investor-partner portfolios.
Scope
The Investor Services Specialist works under minimal supervision exercising independent judgment. This person analyzes trends and implements processes to improve portfolio performance while adhering to quality standards. This person must be action oriented, self-motivated, and creative while being highly functional.
Essential Skills, Knowledge and Requirements
- Bachelor’s degree in finance, business administration or other business-related degree is preferred; combination of education and directly related work experience may be considered.
- Minimum of three to five years of related experience at a bank or other financial institution including experience in Mortgage Servicing, Investor Services, Investor Reporting and/or Portfolio Oversight of a real estate loan portfolio.
- Minimum of two years of project management experience, either leading or assisting with projects.
- Excellent problem-solving, organizational, analytical, verbal, and written communication skills.
- Strong multi-tasker and have excellent time management skills. You can juggle multiple projects and duties effectively.
- Strong decision-making ability and have a great attention to detail.
- Trustworthy with the ability to maintain highest level of integrity and trust.
- Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint.
Environmental / Physical / Mental Requirements
The Investor Servicing Specialist performs a major portion of their duties through verbal and written communications. It is critical that they possess the ability to communicate with clarity, while understanding and explaining complex situations to team members and outside contacts. Accuracy is essential and they must possess the ability to proofread documentation and correspondence to insure free of errors and fraud. The person will spend a good portion of the day seated at a workstation.
Salary Range: $68,000 to $78,000 annually. Individual salary will vary based on skills and experience. Incentive compensation may be available based on company and individual performance.
Benefits: Medical, Vision, Dental, Retirement Benefits, and Paid Time Off (PTO)
Quorum Federal Credit Union is an Equal Opportunity Employer
Experience
Required
- 3 - 5 years: High school diploma or GED is required; Bachelor’s degree in finance, business administration or other business-related degree is preferred, however, a combination of education and directly related work experience may be considered. Minimum of three (3) to five (5) years of related experience at a bank or other financial institution including experience in Project Management, Mortgage Servicing, Investor Services, Investor Reporting and/or Portfolio Oversight of a real estate loan portfolio.
Education
Required- High School or better
- Bachelors or better in Business Administration or related field
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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