Document Specialist - Subpeonas - Hybrid - Wyomissing, PA

About the position Responsibilities • Review customer account instructions to ensure proper documentation is attached. • Verify the accuracy of transaction details for account transactions, fees, rates, spreads, and instructions. • Ensure all agreed checks in pre-processing/processing are strictly conducted. • Respond completely and comprehensively to emails and customer requests immediately. • Participate in team meetings and ensure implementation of agreed action points. • Research the unit's Suspense Account entries to determine unapplied loan payments. • Process loan confirmations for loan transactions and remit confirmation to the customer as required. • Support implementation of key projects. • Update control sheet and reconcile daily instructions. • Timely escalate any exceptions noticed related to work and environment to Management. • Ensure timely archival of records with the service provider and maintain inventory of archived documents. • Ensure new loan instructions have properly executed documentation, signatures, and approvals. • Ensure account maintenance instructions have properly executed documentation, signatures, and approvals. Requirements • Bachelor's Degree or equivalent work experience in Finance, Business, or an equivalent field. • 0-3 years of experience in the same or similar role. • Knowledge of regulatory guidelines (residential mortgage; consumer; commercial). • Ability to initiate, develop, and implement projects and procedures. • Basic knowledge of lending procedures and regulations. • Ability to handle multiple tasks while maintaining strong attention to detail. • Strong interpersonal skills (written and oral). • Demonstrated ability to understand and interpret compliance regulations. • Ability to deal with customers effectively. • Ability to meet deadlines. • Strong organizational and analytical skills. • Ability to develop and implement goals and objectives. Benefits • Competitive salary based on skills and experience. • Opportunities for professional development and training. • Diversity and inclusion initiatives within the workplace. Apply tot his job Apply To this Job