Safeguard Properties · 9 hours ago

Loan Compliance Analyst

United States

Full-time

Remote

Mid Level

$60K/yr - $65K/yr

3+ years exp

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Real Estate

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Responsibilities

Management of quality and compliance for portfolios of loans

Making decisions for maintaining loan portfolios while adhering to client and investor requirements for pricing and task execution.

Handling client phone calls that are on a scheduled cadence and those that come up unscheduled. For scheduled calls

Providing details on loan portfolios as part of a pre-call agenda to assist with fostering a constructive call.

Maintaining notes during calls to ensure discussions are documented and deliverables are met.

Sending follow-up with confirmation of deliverables being completed from the call.

Ability to think on your feet as questions arise and comfortability with knowing when something requires additional research prior to answering.

Ability to stick to commitments and communicate delays in advance.

There will be interaction with client and investor systems. All information requires a high level of confidentiality.

Ability to navigate through Excel is necessary, as client interaction and workload distribution involves use of the program.

Ability to negotiate with confidence.

Ability to review a loan history and create a chronology of notes hitting important milestones to support property condition and actions taken to preserve.

Qualification

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Loan portfolio managementExcelMS Office proficiencyConstruction backgroundContinuous follow-up