NBH Bank - Colorado Springs, CO
posted 1 day ago
About the position
As a Secondary Investor Relations Analyst, you will put together program development and applications for new investors in an on-going process of evaluating and making recommendations to management for consideration of new investor relationships. You will do renewals and recertification for agencies, correspondent investors, and brokers. You will do BNY Mellon custodial document relationships for Fannie, Freddie, Ginnie. Maintain Comergence (3rd party application and recertification), make Board of Director resolutions and application documentation, and do technology management for agencies, investors, and brokers (training coordination, user ID and password maintenance, website access for training, updates, and programs, monitor agency websites). You will be responsible for a variety of reporting and tracking tasks including: Market movement throughout business day - daily, MIAC reporting archive - daily, Chase CRA - run and submit LMI report - weekly, Call Report input to VP, Controller - quarterly, Agency & BNY Mellon invoice tracking - monthly, Production Stratification - ongoing, Audit requests from agencies, Agency and investor scorecard submissions to Compliance - monthly, Maintain hard copy and digital records of agency and investor approvals, LPA's, recertification, invoices, user interface, FHA branch additions, renewals, deactivations, and Special projects assigned by CFO. Additionally, you are expected to do an analysis (focus on cost saving/efficiencies), solve problems, and manage vendors by establishing new relationships and maintain them annually. You will use Encompass for system reporting, data integrity, loan loss mitigation analysis. Also, you will do invoice payment verification and processing, and process and track (for CFO) agency and investor EPO/EPD, repurchase, indemnifications. You will interact with other departments (Sales, Operations, Post-Closing, underwriting (Scenario), Appraisals, Servicing, Accounting, Compliance, and PB-Kansas) for Secondary Marketing operational requirements, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
Responsibilities
- Put together program development and applications for new investors.
- Evaluate and make recommendations to management for new investor relationships.
- Perform renewals and recertification for agencies, correspondent investors, and brokers.
- Manage BNY Mellon custodial document relationships for Fannie, Freddie, Ginnie.
- Maintain Comergence (3rd party application and recertification).
- Create Board of Director resolutions and application documentation.
- Manage technology for agencies, investors, and brokers including training coordination and user ID maintenance.
- Monitor agency websites.
- Track market movement throughout the business day.
- Archive MIAC reporting daily.
- Run and submit LMI report weekly for Chase CRA.
- Input Call Report to VP, Controller quarterly.
- Track Agency & BNY Mellon invoices monthly.
- Conduct ongoing production stratification.
- Respond to audit requests from agencies.
- Submit agency and investor scorecards to Compliance monthly.
- Maintain hard copy and digital records of agency and investor approvals, LPA's, recertification, invoices, and user interface.
- Manage FHA branch additions, renewals, and deactivations.
- Complete special projects assigned by CFO.
- Perform analysis focusing on cost saving and efficiencies.
- Solve problems and manage vendor relationships.
- Use Encompass for system reporting and data integrity.
- Verify and process invoice payments.
- Process and track agency and investor EPO/EPD, repurchase, indemnifications.
Requirements
- High school graduate or equivalent required.
- Minimum of 2 years of relevant job experience in the Secondary Marketing/Mortgage field.
Nice-to-haves
- College degree preferred.
