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Primis · 3 months ago

Warehouse Operations Specialist

Frisco, Texas, United States

Full-time

Hybrid

Mid Level

3+ years exp

Primis is a company focused on warehouse lending services, and they are seeking a Warehouse Operations Specialist to manage workflow and ensure compliance in loan processes. The role involves reviewing loan packages, approving funds, and maintaining client correspondence.

Financial Services

Responsibilities

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

Assist in balancing of customer accounts and warehouse lending accounts

Assist Warehouse Operations Manager as needed

Provide cross-function support to funding, accounting, and shipping

Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices

All other duties as assigned

Qualification

Loan products knowledgeFederal lending regulationsDetail orientationMS Office proficiencyTime managementStress managementOrganizationVerbal communicationWritten communicationIndependent work