Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
· Assist Mandatory Trade Desk team to support trading and pipeline management challenges for over 500 approved Correspondent clients
Introduce various pipeline tools including transactions or a combination of transactions such as swaps, rolls and blends to assist clients in managing their pipeline.
· Used 3rd party data feeds and in house software tools to derive pricing for individual mortgage loans based on specific loan data. Pricing was then offered to clients. This allowed loans to be purchased and pooled for sale on the secondary market.
· Daily phone conversations with clients to provide pricing on new commitments and assist in repricing existing commitments.
· Focus on all types of risks including fiscal and reputational
· Ability to work in a fast paced sometimes high-pressure environment with excellent organization skills
· Efficient with challenging and detailed math problems
· Participated in Business Continuity Plan (BCP) working closely with BCP Coordinator to provide ways to continue to do business when outages occurred with the building, servers, human capital, or weather.
· Outbound follow up with a set group of clients with the ability to travel and engage with customers face to face as well as maintaining a spirited and cooperative tone through voice or electronic communication.
· Provided timely project deliverables
· Demonstrated cooperative engagement with peers and management
Customer service focused
Ability to work in fast pace, and sometimes high-pressure environment
Microsoft Office - Outlook, Excel, Word