Warehouse Client Services Specialist

Primis Financial - Dallas, TX

Dallas, TX

Credit Intermediation and Related Activities

About the position

This position is responsible for preparing loan worksheets, credit authorization summaries and financial spreads to evaluate customer's financial capacity. This role is also responsible for managing a pipeline of customers and completing renewals or modifications on loans.

Responsibilities

• Prepare loan worksheet, credit authorization summary, and financial spreads to analyze financial data and quality of management to evaluate a customer's financial capacity.
• Manage pipeline assignments of new requests, existing customer renewals, and modifications.
• Ensure all new client credit submissions and approvals are set up in the system.
• Responsible for completing agreements based on credit approval.
• Send customer requests for renewal applications and track for return and completeness.
• Onboarding and customer training.
• Set up new warehouse lending customers on the warehouse platform.
• Train new customers on how to use the warehouse lending systems and offered products.
• Counterparty monitoring of current customers and approved takeout investors for covenants, performance, and watch list proposals.
• Develop and document standard operating procedures for internal audits and training purposes.
• Liaison between attorneys and customers ensuring all documents are complete and signed.
• Liaison between sales staff, relationship managers, and loan operations management.
• Regular, reliable, and predictable attendance.
• In person attendance required.

Requirements

• Bachelor's degree in business or related field (preferred)
• 3 years' experience in mortgage banking or mortgage warehouse lending operations, training, and/or sales management (preferred)
• Knowledge of Mortgage Banking Origination, Capital Markets, and how to process sales
• Knowledge of loan closing, loan underwriting, and loan sales
• Experience with process management and mortgage related data systems
• High proficiency with loan sale settlement process
• Ability to communicate with internal and external customers and problem solve
• Strong analytical ability