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Note Finance Collateral Data Specialist

Note Finance Collateral Data Specialist

Western Alliance BancorporationPhoenix, AZ, US
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Note Finance Collateral Data Specialist

Biltmore

Our Mortgage Warehouse - Note Finance division provides line of credit services to commercial borrowers such as private non-bank lenders and institutional debt funds to assist with their cash flow and operating needs. As a Note Finance Collateral Data Specialist, you will be responsible for understanding our department's policies and procedures while applying them to execute daily functions including but not limited to document review, data entry, and document management. The ability to work independently, cooperatively and effectively in a fast-paced environment while delivering accuracy is critical.

Responsibilities :

  • Receives inbound FedEx / UPS collateral shipments, updating trackers and / or reports accordingly (processes dozens of packages per month).
  • Document management tasks include download e-documents, label, organize and store physical files consistent with department processes and bank policy
  • Reviews residential and commercial loan documents such as Promissory Notes, Allonges, Security Instruments, Assignments and Title Commitments or Policies, ensuring business requirements are met and escalating exceptions as appropriate (processes several hundred residential and / or commercial loan files per month).
  • Enters key collateral information into database, ensuring entries are complete & accurate
  • Champions best-in-class service to our business partners and internal team members by responding to emails and / or phone calls within SLAs and using professional & effective communications.
  • Pulls and ships loan files as needed and completes callback steps for peers
  • Other duties as assigned

Requirements :

  • High school diploma
  • 1-3 years of experience in financial services or a professional administrative role
  • Strong oral, written and interpersonal communication skills with the ability to carry out instructions, interpret documents, understand procedures, reports, and correspondence, and speak clearly to peers and team members
  • Strong organizational skills and attention to detail
  • Experience with Microsoft products such as Excel, Word and Outlook
  • The ability to multi-task, prioritize and meet deadlines while adhering to bank policies, procedures and regulations
  • Benefits :

    We offer all the important things you'd want like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

    About the Company :

    Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.

    Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and / or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

    Western Alliance Bancorporation

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    Finance Specialist • Phoenix, AZ, US

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