Treasury Management Service Specialist II - Specialized Mortgage Solutions

Key Responsibilities

• Manage end-to-end onboarding and ongoing maintenance of treasury management products and services for Specialized Mortgage Solutions clients, including mortgage servicers and originators.
• Serve as onboarding coordinator for complex implementations involving custodial accounts (P&I, T&I), operating accounts, and control account structures (DACA/CMA).
• Review and validate treasury management agreements and internal onboarding forms to ensure accuracy, completeness, and compliance with policy & procedure and regulatory requirements.
• Coverage and escalation of operational, compliance, or client risk issues, recognizing the heightened regulatory scrutiny and audit requirements associated with mortgage servicing and custodial balances.
• Support specialized onboarding processes that may span extended timelines due to agency approvals, servicer diligence, and system integrations.

Product & Service Support

• Provide advanced product and service support for treasury management solutions used within the mortgage ecosystem, researching and resolving complex onboarding or servicing issues.
• Partner with internal teams (SMS Relationship Management, Sales, Operations, Technology, Risk, Legal, and Product) to deliver coordinated, end-to-end solutions and resolve escalated issues.
• Participate in cross-functional meetings and initiatives aimed at strengthening SMS product capabilities, closing operational gaps, and improving client experience.

Risk Management & Compliance

• Ensure adherence to all bank policies, procedures, and applicable banking laws and regulations, including those related to fiduciary, custodial, and agency-regulated mortgage servicing accounts.
• Identify, assess, and escalate operational, compliance, or client risk issues.
• Maintain strict confidentiality and exercise sound judgment when handling sensitive client, borrower, and escrow-related information.

Process Improvement & Collaboration

• Identify opportunities to improve onboarding workflows, reduce manual processes, and enhance accuracy and efficiency within SMS treasury and onboarding activities.
• Participate in cross-functional meetings and initiatives aimed at strengthening SMS product capabilities, closing operational gaps, and improving client experience.
• Gather data and prepare summaries or reports for management, audit, and internal stakeholders related to onboarding status, risk items, or service performance.

Leadership & Development

• Serve as a mentor and subject matter resource for less experienced Treasury Management Service Specialists.
• Demonstrate a collaborative, detail-oriented, and client-focused approach that supports a high-performance, specialized team environment.