Warehouse Operations Specialist
Primis Bank · Frisco, Texas, US
Position Summary : This position is responsible for servicing warehouse lending customers. Essential Functions - Manage workflow to ensure all loans stay wit...
Job description
Position Summary : This position is responsible for servicing warehouse lending customers. Essential Functions: - Manage workflow to ensure all loans stay within compliance. - Review submitted loan packages for accuracy, completeness, and compliance with funding and accounting requirements; conduct internal quality control and audits of warehouse lending loans. - Identify and resolve discrepancies or issues in loan documentation. - Approve and disburse funds in accordance with established guidelines. - Verify wire instructions and validate title company information for both new and existing partners. - Perform input, approval, and settlement of incoming wires; process additional and return wires. - Remit any residual income to customers as needed. - Pull end-of-day reports to ensure balancing. - Receive, log, and retain possession of the original mortgage note during warehouse period. - Process received collateral in preparation to ship. - Responsible for daily client correspondence and customer service. - Regular, reliable, and predictable attendance. Marginal Functions: - Assist in balancing of customer accounts and warehouse lending accounts. - Assist Warehouse Operations Manage...