Warehouse Jobs in Frisco, TX

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Job Description

Summary Receives, reviews, logs and properly stores all original collateral received from Clients and closing agents; prepares original Notes and Bailee letters for shipment to takeout investors; processes Collateral status reports from custodians; processes eNotes received in eVault and WLS.

Essential Duties and Responsibilities include the following.

• Processes daily incoming collateral; opens mail received from clients and closing agents; reviews original Notes against funded loans in WLS; logs Notes in WLS; adds notes to Not Funded log pending funding submission by client; sorts and flags notes by investor; files notes not pending shipment.
• Reconciles daily custodial reports and updates WLS for notes received, notes shipped and exceptions via daily import.
• Manages collateral inventory; performs weekly audits of all mortgage Notes in the Bank's possession to ensure an accurate inventory.
• Monitors eVault for receipt of eNotes, processes eDeliveries and transfers to investors, then updates WLS accordingly via import file.
• Monitors aged outstanding collateral ("Wet Note") reports; follows up with clients and updates status in WLS.
• Prepares original Notes and Bailee letters for timely shipment to takeout investors; runs daily ship report for notes requested to ship by clients; properly endorses each note in accordance with investor guidelines, stacks, scans and packages Notes by client and investor prior to shipment. Prepares FedEx labels for each package; updates WLS to reflect Notes pulled and shipped
• Gathers required documentation to obtain investor approvals on behalf of Clients; sets up new investors in WLS; links approved investors to client accounts as requested.
• Monitors investor updates for endorsement requirements, collateral delivery changes, and ownership changes; updates WLS investor records and P&P accordingly
• If responsible, may approve loans for disbursement.
• Prepares agency pool documents for execution and delivery; approves Freddie Mac security release forms in Freddie Mac Loan Advisor System; approves Fannie Mae Bailee Letters in Fannie Mae system.
• Adds/updates WLS User information and provides installation instructions for clients; Updates master Client List; Resets passwords per client request.
• Responds timely to client emails concerning information requests, return notes, Allonges, shipping requests, tracking info, corrections needed, and research
• Trains new Warehouse Lending employees and Clients as needed.
• Processes monthly SOFR EOM and Term Index updates in WLS, and reports changes to participating banks.
• Works with manager to provide documentation requested by internal and external auditors
• Coordinates and implements quarterly FHLB Collateral Review for Warehouse
• Manages collateral movement for internal "swings" from one warehouse line to another for client-to-client purchases, OTC modifications, and sublimit moves
• Assists with Annual Investor Audit by obtaining current financial statements and product guidelines for management review and approval.
• Cross trains in any area where WL SVP sees the opportunity for continued training or support.
• Completes all Bank-assigned training in a timely manner.
• Attends industry events; representing Origin Bank in a professional manner.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Competencies To perform the job successfully, an individual should demonstrate the following competencies:

Problem Solving Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.

Technical Skills Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.

Interpersonal Skills/Customer Service Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Oral and Written Communication Speaks clearly and persuasively in positive or negative situations; Responds well to questions; Participates in meetings; Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively.

Teamwork Balances team and individual responsibilities; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed.

Business Acumen and Cost Consciousness Understands business implications of decisions; Demonstrates knowledge of market and competition; Conserves organizational resources.

Diversity and Ethics Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce; Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Supports affirmative action and respects diversity.

Planning/Organizing Prioritizes and plans work activities; Uses time efficiently.

Professionalism Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality and Quantity Demonstrates accuracy and thoroughness; Applies feedback to improve performance; Monitors own work to ensure quality; Meets productivity standards; Completes work in timely manner; Works quickly.

Attendance/Punctuality and Dependability Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time; Follows instructions, responds to management direction; Takes responsibility for own actions; Commits to long hours of work when necessary to reach goals.

Adaptability, Initiative and Innovation Adapts to changes in the work environment; Able to deal with frequent change, delays, or unexpected events; Volunteers readily; Seeks increased responsibilities; Looks for and takes advantage of opportunities; Asks for and offers help when needed; Displays original thinking and creativity; Meets challenges with resourcefulness.

Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Associate's degree (A. A.) or equivalent from two-year college or technical school; minimum five years related experience and/or training in mortgage banking with warehouse lending, closing/funding and mortgage shipping; or equivalent combination of education and experience.

Language Skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.

Reasoning Ability

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills

To perform this job successfully, an individual should have knowledge of FIS eWire; IBS Insight WLS (Warehouse Lending system) software, Microsoft Word, Excel and Outlook.

Bank Culture/Customer Service Skills

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