Cash Coordinator I

General Description

Provides administrative and customer/client support to assigned department or team.

Reports to Supervisor/Manager.

Essential Functions And Duties

• Set up, prepare and/or update assigned documents, files, databases according to departmental procedures.
• Receive and respond to inquiries or requests for information from internal partners and external agencies or vendors.
• Review documents, reports, presentations, files, and other written materials for accuracy and completion.
• Prepare and maintain timelines and task assignments for assigned projects.
• Answer calls/emails from clients or customers, researching and resolving issues as appropriate.
• Update and maintain tasks and activities in required databases.
• Ensure all documentation is completed or updated timely and accurately and is scanned, logged, filed, stored, or preserved in accordance with organizational guidelines.
• Successfully complete annual regulatory compliance training.
• Additional duties as assigned.

Suspense

• Review and maintain No Master Suspense reports to ensure funds are processed or returned.
• Drafting Loan setup on ACH Drafting.
• Handle changes/deletions that are requested by client.

Clerical/Service Release Team

• Printing and organizing loan documents to forward to new servicers.
• Matching/scanning letters and checks.
• Assists with mailing department letters.

Payoff Team

• Pull/prepare daily payoff wires received from DMI’s financial institution for processors to complete daily.
• Balance daily wires received.
• Process wire returns.
• Scan payoff shorts to appropriate servicing area.
• Assist Payoff Team as needed.

NSF Team

• Process daily returns as well as notes to loans.
• Initiate wire transfers from/to NSF Clearing Bank Account.
• Prepare and print daily NSF Notices.
• Balance and save daily back up in NSF Folder.

Required Qualifications

• Additional job duties as assigned.
• A high school diploma or equivalent.
• 5+ years providing administrative support in a fast-paced environment.
• 3+ years’ experience in mortgage servicing, real estate, or applicable field.
• Strong PC skills, including Microsoft applications and loan servicing platforms.
• Good writing skills, including spelling, grammar, sentence composition, and proofreading.
• Effective verbal and written communication skills with demonstrated ability to always interact in a positive and professional manner with all levels of both internal and external audiences.
• Ability to handle confidential information with discretion and professionalism.
• Ability to effectively multi-task and prioritize duties in support of multiple simultaneous projects.

Benefits

• Medical, Dental, Vision, Wellness, Flexible Spending Account, and Employee Assistance Program and more.
• Employer paid Life Insurance, Short Term Disability, and Long-Term Disability.
• 401 (K) Plan with company match.
• Paid Vacation, Sick, Personal and Holidays.

Physical Demands And Work Environment

• The employee must be comfortable in either an on-site office setting, or a quiet, designated work from home space that is free from distractions and noise.
• The employee is regularly required to communicate (give/receive) information through multiple methods of communication with clear understanding from others.
• The employee must be able to remain in a stationary position and or move about the organization or remote office.
• The employee is frequently required to stand or walk (or otherwise move through the organization); sit; use hands to type, write, handle, or feel and reach.
• May occasionally climb or balance; stoop, kneel, or crouch; or lift and/or move up to 25 lbs.
• Employees may be required to type and utilize a computer for long periods of time.
• The employee may be required to frequently operate a standard variety of office equipment including computers, calculators, copy machine, computer printer and phones.
• The noise level, if working on-site, is usually moderate and typical of an office environment.