Mortgage Support Officer

POSITION SUMMARY: This position is responsible for establishing and maintaining loss prevention controls, developing and implementing policy and procedures, monitoring compliances, ensuring data integrity and keeping productivity and quality control on target for multiple departments.

ESSENTIAL FUNCTIONS:

Area #1 (50%)

• Assists Department Manager in managing all aspects of mortgage operations, mortgage servicing and trade operations functions including but not limited to; loan boarding, payment processing, maintaining accounts, adjustable-rate management, post-closing processing, insurance and tax monitoring.
• Compile the procedure and job aid creation/revision process working with staff, Management, Subject Matter Experts, Legal, Compliance, and Risk Management. Ensuring consumer and mortgage loan servicing policies and procedures best serve the Bank and its customers.
• Provides service and service support and training within the Department and other related departments

Area #2 (30%)

• Responsible for coordination of all internal and external audits including compliance reviews working in coordination with department managers to successfully pass audits. Track to completion all remediation tasks needed to ensure processes are being followed and proper controls are in place.

Area #3 (20%)

• Researches and resolves accounting/collateral inquiries (e.g., interest accrual/adjustments, amortization schedules, rate indexes, other monetary transactions, etc.)
• Provide advice, counseling and solutions through staff directly related to customer servicing inquiries and consumer complaints.
• Research and maintain accurate statistical records of department activity and relevant information.
• Reviews various system-generated reports and ensure accuracy of loan system accounting and maintenance. Create ad hoc reports to ensure efficient monitoring/verification of loan data.

OTHER RESPONSIBILITIES:

• Successfully complete all mandatory training on related Bank and BSA compliance as well as other laws and regulations as assigned in a timely manner.
• Perform all assigned duties under Bank's compliance programs and related laws & regulations.
• Perform other duties as assigned.

Education, Experience and Skills Required:

• 10+ years of mortgage loan servicing or mortgage banking experience preferred
• Thorough knowledge of mortgage loan servicing and loan products
• Solid retail banking knowledge and experience, including strong familiarity with regulatory compliances and practices including CRA compliance
• Strong writing/drafting and editing skills
• Ability to manage multiple projects efficiently
• Experience with Microsoft Office software
• Proven ability to develop strong working relationships and establish a high level of credibility across functional lines of business and organizational levels

PHYSICAL DEMANDS:

• Minimum mobility to work in an office setting; sit for prolonged period of times; operate office equipment including use of a computer keyboard; and reach with hands and arms. Employees are occasionally required to walk and stand and lift and move records and documents weighing 30 pounds or less.

COMMUNICATION DEMANDS:

• Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff.

WORK ENVIRONMENT:

• Standard office environment. Noise level in work environment is usually average. Hear in the normal audio range with or without correction. Specific vision abilities required by this job include close vision and the ability to adjust focus.

HYBRID Schedule with minimum 2 days onsite in Rowland Heights Office.

Not a Remote Position.

Compensation

The base pay range for this position is USD $85,000.00/Yr. - USD $115,000.00/Yr plus full benefits. Exact offer will be determined based on job-related knowledge, skills, experience, and location.