Jobs · Finance · Pennsylvania

Supervisor Funding

Newrez · Langhorne, PA · 1 mo ago
FinanceFull-time
We need to output HTML fragment with sections: About the role? The posting includes "Who We Are", "Position Summary", "Description", "Funding Operations", "Quality Control & Compliance", "Customer & Client Service", "Qualifications And Education Requirements", "Skills, Abilities, And Knowledge", "Work Environment And Physical Requirements", "Additional Information", "Why Newrez", "Company Benefits", "Newrez NOW". We need to map to allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections that have real specific content. We need to extract content for each. We must not repeat job title. No Job ID. Remove boilerplate like EEO, CA Privacy, etc. Also remove application instructions (none present). Also remove duplicated lines. We need to decide which sections to include. - About the role: Could use "Who We Are" and "Position Summary". That's about the role. So we can have

About the role

with paragraphs combining Who We Are and Position Summary. - Responsibilities: Could combine Description, Funding Operations, Quality Control & Compliance, Customer & Client Service, maybe also Direct and oversee staff etc. So we can list responsibilities as
  • items. - Requirements: Could include Qualifications And Education Requirements (HS diploma, experience). Also maybe Work Environment? But that's more about work environment. Requirements likely qualifications. So we can have

    Requirements

    with list. - Skills: Skills, Abilities, And Knowledge section. - Benefits: Company Benefits and Why Newrez (total rewards) and Newrez NOW (volunteer). So we can have Benefits section. - Pay: Not mentioned. So omit. - Schedule: Not mentioned. Omit. We must not include sections with filler like "commensurate with experience". Not present. We need to preserve all substantive information. Must not invent or summarize away detail. So we need to keep details like bullet points. We need to convert prose to

    . For lists, use

    • . We must not repeat job title. Not needed. We must not include headings for sections without real content. Let's extract content. Who We Are: "At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact. Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance." Position Summary: "The Supervisor Funding will serve as the leader for all staff maintaining the Avenue 365 Funding portfolio, regardless of the location they operate from. This Supervisor will facilitate all daily funding functions through ongoing support of the processes, promote focus on customer service and teamwork, and provide support to team members through training, prioritization of workloads, continuous Quality Control (QC) of files and work, and coverage for all operational functions as needed." We can combine into About the role paragraph(s). Could be two

      elements. Responsibilities: Let's gather bullet points from Description etc. Description bullet-like sentences: - Direct and oversee staff to ensure production accuracy and compliance. - Provide constructive feedback and coaching as necessary. - Facilitate employee performance reviews & assessments. - Conduct interviews, oversee new hire onboarding & training. - Review & decision all Funding Dept. PTO requests. - Field escalations and questions from the team across all Funding functions. Funding Operations: - Daily supervision of assigned Funding processes, adhering to client and/or regulatory deadlines and reporting requirements, as well as industry best practices. This includes, but is not limited to: * Preparing files for funding. * Setting up and/or releasing wires for disbursement. * Printing checks. * Mailing out payments. * Handling daily deposit or remittance corrections. * Work with vendors/attorneys/partners to facilitate the timely funding of loans. * Identify and resolve any funding discrepancies, shortages, or errors immediately. * Assist with file balances and stale checks. Quality Control & Compliance: - Review exception reporting and proactively communicate any delays or issues to customers. - Maintain compliance on wire and check policies. Customer & Client Service: - Provide excellent and courteous customer service to buyers/borrowers, sellers, lenders, agents, vendors and other customers on every transaction. - Maintain correspondence with clients and/or borrowers for corrections, voids, reissues, etc., as needed. - Ability to effectively and accurately convey information to others. - Performs related duties as assigned by management. We can flatten into list items. Requirements: Qualifications And Education Requirements: - High School Diploma or Equivalent required. - 3+ years of title/mortgage funding or financial company experience required. - 1+ years of supervisory or office management experience preferred. - 1+ years of experience using ResWare preferred. Also maybe Work Environment? But that's not requirement. Could be separate but not needed. Skills: Skills, Abilities, And Knowledge: - Proficient in Microsoft Office, Microsoft Word, Microsoft Excel, Windows based programs. - Excellent written and verbal communication skills to communicate with both internal and external customers. - Strong attention to detail and organization and ability to work efficiently and accurately. - Ability to prioritize workload and multitask. - Ability to remain flexible with changes in schedule and workload. - Proven success in a fast-paced environment. - Will need to work independently with minimal supervision. Benefits: Why Newrez and Company Benefits and Newrez NOW. Why Newrez: "We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self." Company Benefits list: - Medical, dental, and vision insurance - Health Savings Account with employer contribution - 401(k) Retirement plan with employer match - Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave - Adoption Assistance - Tuition & Certification reimbursement - Employee Mortgage Loan Program - The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships Newrez NOW: - Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference. - 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception) - Matching Gifts Program - dollar-for-dollar up to $1,000 - Access to grants, nonprofit resources, and volunteer opportunities - More than $6,000,000 donated since 2020 - 1 in 5 employees participates in at least one Employee Resource Group (ERG) We should not include EEO etc. Now produce HTML. Structure:

      About the role

      Who We Are paragraph.

      Position Summary paragraph.

      Responsibilities

      • ...
      • ...

      Requirements

      • High School Diploma or Equivalent required.
      • ...

      Skills

        ...

      Benefits

        ...
      We need to ensure we don't include any headings with empty content. Check for any duplicated lines: we must avoid repeating same bullet. Let's craft. Be careful to preserve all details exactly as in text, but we can rephrase slightly? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we should keep the exact wording, but we can break into list items. It's okay to keep same wording. Let's copy sentences. Who We Are: exactly as given. Position Summary: exactly. Now responsibilities bullets: need to ensure we include all. List them: - Direct and oversee staff to ensure production accuracy and compliance. - Provide constructive feedback and coaching as necessary. - Facilitate employee performance reviews & assessments. - Conduct interviews, oversee new hire onboarding & training. - Review & decision all Funding Dept. PTO requests. - Field escalations and questions from the team across all Funding functions. - Daily supervision of assigned Funding processes, adhering to client and/or regulatory deadlines and reporting requirements, as well as industry best practices. This includes, but is not limited to: * Preparing files for funding. * Setting up and/or releasing wires for disbursement. * Printing checks. * Mailing out payments. * Handling daily deposit or remittance corrections. * Work with vendors/attorneys/partners to facilitate the timely funding of loans. * Identify and resolve any funding discrepancies, shortages, or errors immediately. * Assist with file balances and stale checks. - Review exception reporting and proactively communicate any delays or issues to customers. - Maintain compliance on wire and check policies. - Provide excellent and courteous customer service to buyers/borrowers, sellers, lenders, agents, vendors and other customers on every transaction. - Maintain correspondence with clients and/or borrowers for corrections, voids, reissues, etc., as needed. - Ability to effectively and accurately convey information to others. - Performs related duties as assigned by management. We need to flatten nested bullets. Could keep as separate list items, but the "This includes, but is not limited to:" could be a list item with subitems? Simpler: make each subitem as separate list item, and maybe keep the parent as a list item too. But we risk duplication. Better to treat the parent as a list item and then subitems as separate list items? Might be okay. But we must preserve all info; we can keep the parent sentence as a list item and then subitems as separate list items. Let's do:
    • Daily supervision of assigned Funding processes, adhering to client and/or regulatory deadlines and reporting requirements, as well as industry best practices. This includes, but is not limited to:
      • ... but we cannot nest ul inside li? Actually we can, but the instruction says use
        • for any list. It didn't forbid nesting. But to keep simple, we can flatten: make each bullet as separate list item, and incorporate the parent phrase into each? Might lose nuance. Better to keep parent as list item and then subitems as nested ul. That's still using
          • . It's acceptable. We'll do:
          • Daily supervision of assigned Funding processes, adhering to client and/or regulatory deadlines and reporting requirements, as well as industry best practices. This includes, but is not limited to:
            • Preparing files for funding.
            • Setting up and/or releasing wires for disbursement.
            • Printing checks.
            • Mailing out payments.
            • Handling daily deposit or remittance corrections.
            • Work with vendors/attorneys/partners to facilitate the timely funding of loans.
            • Identify and resolve any funding discrepancies, shortages, or errors immediately.
            • Assist with file balances and stale checks.
            Similarly for other sections. Now Requirements list: - High School Diploma or Equivalent required. - 3+ years of title/mortgage funding or financial company experience required. - 1+ years of supervisory or office management experience preferred. - 1 + years of experience using ResWare preferred. (Note there is a space before +? We'll keep as "1+ years of experience using ResWare preferred.") The text says "1 + years of experience using ResWare preferred." We'll keep exactly: "1 + years of experience using ResWare preferred." Skills list: - Proficient in Microsoft Office, Microsoft Word, Microsoft Excel,

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