Servicing Analyst Resume Sample
Haylie Ortiz
437 Fredrick Falls,
Dallas,
TX
+1 (555) 950 6254
Work Experience
MSO Senior Servicing Analyst
10/2015
-
PRESENT
Detroit, MI
- Other PO business units re operational and customer service issues to complete work as required
- Other Product Operations business units re operational and customer service issues to complete work as required
- Other PO business units re operational and customer service issues, projects, change implementation or system recoveries
- Other Product Operations business units re operational and customer service issues, projects, change implementation or system recoveries
- Audit variety of critical financial documents for completeness and accuracy; noting or resolving errors or deficiencies
- Analyze financial information and documents to determine proper action
- Act as a liaison between lenders and other internal departments or external vendors through phone and email correspondence
- Work collaboratively with external vendors to quickly obtain missing or required documentation
- Perform research to gather necessary information or documents to input into appropriate systems, while meeting critical deadlines to ensure timely and accurate processing
Loan Servicing Analyst
12/2010
-
08/2015
Phoenix, AZ
- Administer Payoff’s; Forbearance Agreements; Modification Postings
- Monitors escrowed homeowner’s, hazard, and private mortgage insurance, using reports and ticklers, ensuring all escrowed insurance is paid in a timely manner
- “LIVE” the Bank’s Mission Statement and “PRACTICES” the Bank’s Corporate Strategy
- Thorough understanding of tax and insurance escrows
- Understanding of flood insurance requirements, and how they relate to collateral properties
- Recognizing and communicating special handling needs for complex loan transactions
- Thin critically, problem-solve, meet deadlines within tight time-frames, and multi-task when appropriate
- Proficient at interfacing with all levels of internal customers, and communicating in both written and verbal form
Lending Services Portfolio Servicing Analyst
02/2008
-
09/2010
New York, NY
- Meet deadlines within tight time-frames and multi-task when the situation calls for it
- Recognize and communicate special handling needs for complex loan transactions
- Cross-training within department of new functionality and procedures
- Write professional correspondence and can communicate effectively with staff and business colleagues, to professionally represent the bank
- Critical thinker with the ability to problem-solve
- Manage the due diligence, closing and conversion process for commercial mortgage loans from multiple originator customers
- Review, analyze and interpret each customer’s program documents to verify compliance with program loan servicing requirements
Education
Ohio University - Proctorville Center
2003 - 2008
Bachelor's Degree in Real Estate
Professional Skills
- Strong computer skills, including Microsoft Office Products; experience with a commercial mortgage servicing system
- Excellent automated processing knowledge and strong web based skills
- Excellent interpersonal and communication skills to effectively communicate with various levels of internal and external contacts
- Excellent organization and project tracking skills
- Strong typing skills and technical aptitude; proficient with MS Office products
- Strong computer skills and working knowledge of Microsoft Office applications
- Strong ability to effectively organize and prioritize assignments to meet deadlines in a dynamic environment
How to write Servicing Analyst Resume
Servicing Analyst role is responsible for excel, equities, finance, credit, securities, mac, auditing, trading, mortgage, telephony.
To write great resume for servicing analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Servicing Analyst Resume
The section contact information is important in your servicing analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Servicing Analyst Resume
The section work experience is an essential part of your servicing analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous servicing analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular servicing analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Servicing Analyst resume experience can include:
- Coordinate with functional areas including Legal Closing Specialists, Mortgage Loan Accounting and Mortgage Loan Administration teams to assure needed information is available in a timely manner throughout the various states of commercial mortgage loan commitments, closings and transfers
- Coordinate approvals and review of due diligence materials by functional areas, including loan underwriting, engineering, environmental, tax and insurance; identify any deficiencies in due diligence materials and work with the customer to resolve deficiencies
- Proven track record interacting and communicating with team members and management
- Computer experience creating excel spreadsheets and word documents , including Microsoft Office, Lotus Notes and Adobe Professional
- Experience as a work leader, leading and coaching team
- Consumer lending or customer service experience
Education on a Servicing Analyst Resume
Make sure to make education a priority on your servicing analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your servicing analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Servicing Analyst Resume
When listing skills on your servicing analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical servicing analyst skills:
- Excellent verbal and written communication skills in both English and Mandarin
- Excellent MS Office program skills, especially Access and Excel
- Excellent customer service skills to negotiate and manage customer expectations
- Effective written and verbal communication skills and an ability to interact with senior members/managers in other departments
- Prior Investor Servicing experience required and working knowledge of relevant regulations and legislation for Investor Services (such as ERISA, FINRA, etc)
- Proven experience working within financial services
List of Typical Experience For a Servicing Analyst Resume
1
Experience For Loan Servicing Analyst Resume
- Co-ordinate the Review and Sign Off of Operating Memorandum Reviews and Operational SLA’s (legally contractual documents outlining the services the asset manager commits to provide to client and or their administrator)
- Pre-Funding – liaise with deal team for relevant structuring document, participate in new deal calls, and create initial iterations of draft waterfalls as legal documentation is made available
- Post-Funding – model the deal waterfall, manage the daily expense process related to the internally structured deals, and create periodic distribution date reports based on waterfall model. Address daily ad hoc inquiries (i.e. modeling hypotheticals) from internal and external parties
- Assist with the daily posting of payments in our servicing system
- Service internally structured credit deals, including
- Manage portfolio exceptions and past due items provide resolution status and timeline to the loan servicing manager
2
Experience For Lending Services Portfolio Servicing Analyst Resume
- Coordinate with Accounting and Siemens Capital cash teams the proper application of all related F/X currency payments
- Monitor portfolio activity, working closely with manager and business units to ensure awareness of possible delinquencies or defaults within the portfolio
- Liaise with external lead agent banks and Business Units to ensure the proper management and reporting of portfolio activity
- Ensure that all requirements are met for all loans according to Comerica policies and guidelines
- Work with JLL Accounting and Bank Warehouse Personnel to fund monthly construction draws
3
Experience For AO / Client Servicing Analyst Resume
- Review and audit new loans boarded on the servicing system
- Monitor LoanStat and respond to borrower inquiries and questions regarding the online information system
- Investigate and analyze Loan IQ WIP activity to ensure timely and accurate resolution of open suspense and past due items
- Liaising with Legal, Compliance, Credit, Trading Desks, Agency and Servicing teams to ensure necessary approvals are obtained, pricing/cashflows are agreed and reconciled and settled within our system
- Responsible for primary new loan issuance settlement and funding
- Review and navigation of Loan Credit Agreements and ancillary documentation
- Maintain quality and service standards in order to generate loan volume and income for the bank
4
Experience For MSO Senior Servicing Analyst Resume
- Research and resolve complex customer questions
- Understand the complete process for consumer lending products including credit, compliance regulations and the Consumer Lending process within the Banking Centers
- Review all consumer loans and collateral documentation for compliance with the loan approval, legal guidelines, credit and lending policies and applicable Federal Regulations and State Laws Develop procedures to comply with any changes in federal regulations and auditing requirements
- Trains new employees on loan programs, compliance and all lending functions
- Coach staff when changes occur and new products are developed
- Manage and/or assist with projects within the CLC Service Delivery Department. Research and respond to compliance audit review
- Responsible for all aspects of premium processing of Pool/Structured Transactions and MRT including billing, payment reconciliation, and any certificate maintenance requests
- Manage relationships with Structured Transactions and MRT customers and maintain high customer satisfaction. Analyze customer’s portfolio and troubleshoot portfolio issues; provides exception reports and take appropriate action to resolve
5
Experience For Analyst Investor Servicing Analyst Resume
- Financial services/securities industry experience in operations and loan operations working for either a prime broker, administrator or hedge fund
- Develop, maintain, and modify databases and management reports to provide quantitative and qualitative analysis of servicing initiatives
- Identify improvements to processes and make recommendations in conformance with Arch MI’s customer focused quality initiatives
- Prepare monthly and quarterly servicing reports for stakeholders throughout the business unit, ensuring accuracy of data, and providing overview analysis for the recipients
- Participate in company initiatives and projects as needed as the Subject Matter Expert regarding data and reporting and specific areas such as Pool and other Structured Transactions
6
Experience For Client Servicing Analyst Resume
- Participate in regularly scheduled calls and meetings with stakeholders throughout the business unit, understanding their processes and responding to their data and reporting needs in a timely and responsive manner
- Processing loans on Advent Geneva and full loan maintenance, including funding, paydowns, borrows and rollovers
- Provide reporting and/or recommendations to management and executives through reporting of servicing data
- Reviews and recommends approval for Borrower requests including commercial leases, SNDAs, escrow disbursements, loan assumptions, partial releases, and substitution of collateral, etc
- Develops strong relationships with Servicers, Legal, Production and Accounting teams
- Monitors collection of rent rolls, property operating statements, borrower financials and post-closing items
- Reviews and approves pre-closing insurance and annual renewals
7
Experience For CML Servicing Analyst Resume
- Reviews pre-closing loan documentation to ensure accuracy
- Reviews and updates Loan Servicing Procedures annually
- Participates in servicing related projects
- Collaborates with Servicers, Production and Legal staff to timely complete all approvals and resolves any loan related matters
- Prepares yield maintenance and other payoff calculations and approves final payoff statements
- Collects and reviews property inspections and monitors deferred maintenance issues to resolution
8
Experience For Structured Credit Servicing Analyst Resume
- Reviews and approves releases for paid off loans
- Monitors Servicer annual compliance
- Minimal travel to special events or industry related conferences
- Work closely with internal stakeholders to manage fund/mandate launches, closures, and transition events (Custodian Changes, Name changes, In Specie Transitions, Benchmark Changes)
- Project Manage the end to end process and mitigate risks associated with fund/mandate launches, closures, and transition events
- Manage communication with external parties e.g. custodians, administrators, transition managers and in some instances the underlying client throughout the life cycle of the event
- Manage communication internally and externally during events to ensure all stakeholders are aware of progress and are contributing towards the target completion dates
- Foster and maintain strong working relationships with other functional areas of the business as required
9
Experience For MB Master & Sub Servicing Analyst Resume
- Build and maintain strong relationships with external service and system providers
- Maintain awareness of internal team’s processes and controls as well as the changing regulatory environment
- Manage the operational set up of each transition event on internal systems and establish custodial accounts and linkage
- Ensure that market openings for new clients are completed in advance of funding date and new market requests are completed on a timely basis for existing clients
- Co-ordinate the review and approval of Operating Memorandum Reviews and Operational SLA’s (legally contractual documents outlining the services the asset manager commits to provide to client and or their administrator)
10
Experience For Investor Servicing Analyst Resume
- ·Attend Construction closings with HUD, Borrower, Contractors and construction team
- Compile contractor’s requisitions and borrower invoices into monthly draw applications
- Review and approve monthly construction draws
- Work with HUD and Title Company to confirm clear title and resolve any issues associated with the construction loan
- Deliver GNMA PN and CL securities in a timely fashion
- Compile, review and process repairs draws for HUD deals
List of Typical Skills For a Servicing Analyst Resume
1
Skills For Loan Servicing Analyst Resume
- Demonstrate and contribute to the team culture & values, ensuring a positive working environment is maintained
- Evidence of working towards targets and objectives
- Transitions & Client Onboarding experience beneficial, but not essential
- 1+ years of work experience in business environment
- ·Previous Multifamily or Commercial Real Estate experience
- Face off with senior stakeholders and drive priorities
- Maintain effective working relationships with key stakeholders within the Bank and Relationship team, internal and external clients
2
Skills For Lending Services Portfolio Servicing Analyst Resume
- Hands-on experience with Enterprise! Loan Management System
- Work with TPSO management, Risk, Compliance and Audit SME’s to prioritize and execute implementation of remediation plans
- Delivering a high level of client satisfaction by executing client instructions and owning and resolving queries accurately within service level agreements
- Funding – liaise with internal legal teams and third-party Trustees in order to monitor funding, review funding instructions and provide feedback as needed
- Managing regular information flows between borrowers and lenders as well as handling any waivers or amendments to existing agreements
- Invoicing and processing of interest, repayments and fees on GS Agented deals or Bilateral loans
3
Skills For AO / Client Servicing Analyst Resume
- Understanding of payment flows (i.e. MT103 & MT202 messages)
- Understanding of various investments instruments such as bonds, stocks, short terms, derivatives
- Liaising with borrowers, lenders and external agents in respect of rollovers, rate fixings, repayments
- Basic understanding of commercial lending, real estate, servicing, financial and legal concepts
- Basic understanding of commercial property operating statements
- Assist in loan records management, including working with each originator’s document retention system
- Ensure all relevant documentation has been secured pre-conversion and post-closing to satisfy audit, regulatory and servicing requirements
- Minimize exposure risk via accurate handling of the daily servicing activities associated with the $10B syndicated loan
- Displays a high level of independent critical thinking in bringing successful resolution to high-impact, semi- complex, and/or cross-functional problems
4
Skills For MSO Senior Servicing Analyst Resume
- Responsible for the preparing & filing of accurate of portfolio cash reconciliations for all related bank accounts
- Basic understanding of property insurance and casualty losses; Payoff letters and releases
- Be accountable for ongoing self-development
- Knowledge of servicing requirements and terminology
- Verify settlement statements, including funds for capital reserves and escrows
- Adhere to SLA’s as defined within the Client Servicing procedures
- Customer service oriented; responsive to requests from internal and external customers
- Think independently and make appropriate decisions; initiate and performed assigned tasks
5
Skills For Analyst Investor Servicing Analyst Resume
- Works well in a team environment and has flexibility to adapt to changes and process improvements
- Communicate at all levels both within the Bank and Financial Institutions / Corporate organisations
- Speak Bahasa Malaysia, Bahasa Indonesia or Cantonese is an advantage
- A flexible attitude towards contribution to overall business performance
- Resolve discrepancies that include occasional non-routine situations in accordance with standard procedures
- Communicate with internal business partners and external customers to respond to standard and occasionally non-standard and/or non-routine inquiries according to guidelines. Follow-up with other business units to ensure issues are resolved
- Perform administrative tasks such as distributing/ collecting documentation and information to or from other internal departments or institutions, archiving historical documentation, assisting in the preparation of management reports, reconciling activities on a daily, weekly or monthly basis
- Provide the delivery of world-class service through excellent client servicing and transactional processing
6
Skills For Client Servicing Analyst Resume
- Respond to servicing requests received from clients, as well as those from other business areas and third parties
- Resolve escalated work or issues from more junior staff, as appropriate
- Provide input into the continuous improvement of business processes and procedures within the scope of the work team, and participate in testing and implementation of projects and new/ revised products/ services or processes
- Managing key stakeholders and their expectations with the firm
- Act as a point of contact for technical and procedural queries
- Overcome customer objections and handle complaints effectively by ensuring records are maintained to provide a complete record of progress, client contact, actions taken to resolve complaints in accordance with policy
- Handling inbound and handoff calls, delivering a personalised telephony service, which resolves client queries and identifies needs
- Contribute towards increasing operational efficiency/productivity e.g. removing non standard processes, suggesting process enhancements
7
Skills For CML Servicing Analyst Resume
- Take responsibility for keeping self up to date with relevant compliance and rigour issues affecting the role
- Support lead generation by gathering customer information which could provide Coverage with an opportunity to offer alternative products or services
- Undertake all necessary compliance testing
- Maintain accurate records, adhering to data protection principles
- Continually adhere to current procedures and guidelines
8
Skills For Structured Credit Servicing Analyst Resume
- Contribute to local, regional and global Operations department
- Working Collaboratively: Builds a culture where involvement and sharing are seen as essential for the achievement of shared objectives and agendas. Sets a clear agenda where business areas and functions understand their contribution to the future success of the organization
- Excellent understanding of key controls on all auditable processes
- Outstanding attention to details
- Familiarity with Fannie Mae, Freddie Mac, Ginnie Mae and HUD
- Knowledge of financial services / relevant industry professional qualifications (such as the IMC or IAQ’s) beneficial, but not essential
9
Skills For MB Master & Sub Servicing Analyst Resume
- Knowledge of Investment Product Classes; Equity, Fixed Income, Forwards, Derivatives, Alternatives beneficial, but not essential
- Relevant industry professional qualifications (such as the IMC or IAQ’s) are desirable, but not essential
- Additional European languages would be a distinct advantage also
- Professionalism, responsiveness, accountability and adaptability
- A member of a Servicing team working closely with the Relationship Team to provide high quality service to a portfolio of Financial Institutions clients, Non-Bank Financial Institutions and Global Corporate within the APAC region
- Main contact point of escalation for clients on a range of requests and transactions that require assistance related to swift payments, cash letters and collections, trade, account maintenance and complaints
10
Skills For Investor Servicing Analyst Resume
- Managing process performance in line with agreed service levels and targets
- Provides strategic direction, create and implement a robust and focused market leading strategy in order to ensure the operations deliver a consistent, first class service to its customers (Internal and external) across a broad range of products
- Resourceful, proactive, assertive, energetic and efficient
- Manage information flow to ensure data integrity and operational efficiency
- Develop positive relationships with customers and outside counsel to enhance prospect of repeat business
- Serves as liaisonas needed betweenthe service areas,the LOB’s, and other corporate support units
- Serves as liaison as needed between the service areas, the LOB’s, and other corporate support units
List of Typical Responsibilities For a Servicing Analyst Resume
1
Responsibilities For Loan Servicing Analyst Resume
- Work with Director of Servicing and Asset Managers on delinquent loan monitoring
- Build and maintain a working knowledge of AllianceBernstein’ s operational services
- Monitor HUD Latent Defect escrows for timely release
- Disburse payments for the approved HUD draws
- Review and balance monthly Fannie Mae and Freddie Mac Rehab draws
- Process payoff requests from borrowers, including the calculation of prepayment penalties, the application of payoff funds to the servicing system and the processing of satisfactions and other related payoff documents
- Disbursement of HUD, FNMA and FHLMC annual tax payments
2
Responsibilities For Lending Services Portfolio Servicing Analyst Resume
- Completion of annual escrow analysis
- Complete annual Audit Confirmations
- Assist borrowers and internal staff with information requests
- Other functions as deemed necessary
- Work both independently and in team
- Project manage/ coordinate all operational aspects of account openings, closings, transfers, and any other type of account transition with external and internal parties
- Build relationships with internal and external contacts to better understand and complete transition requirements
3
Responsibilities For AO / Client Servicing Analyst Resume
- Confirm critical information with custodian for account set up, conversion, and asset movements
- Update internal systems with key transition/client data with respect to each transition in agreed format to ensure consistency and integrity of data
- Complete transition checklists and ensure timely completion of all required tasks
- Act as a single point of contact for Portfolio Managers, Loan Traders, and Servicers in respect to Operations activities on the loan book
- Support Managers and leadership in partnering with clients, Portfolio managers, GS (information technology/ middle office/ reference data), Compliance, Legal, and ORM Internal & External Audit staff to further develop/ enhance processes, procedures and practices that support product and service requirements
- Good organisational skills, time management
4
Responsibilities For MSO Senior Servicing Analyst Resume
- Sound analytical skills with an ability to prioritise tasks
- Proven pro-activity skills
- Good working knowledge of loan documentation requirements with respect to different loan types
- Strong problem solving abilities and attention to detail
- Experience in Loan Administration
5
Responsibilities For Analyst Investor Servicing Analyst Resume
- Compliance management experience
- Effective verbal/written communication
- Strong technical aptitude
- Contribute to drafting and maintaining Loan Administration procedures
- Contribute to addressing service issues with servicers
- Contribute subject matter expertise to initiatives impacting the Loan Administration function; Collaborate effectively with risk management to reduce operational risk for Loan Administration activities
6
Responsibilities For Client Servicing Analyst Resume
- Expert knowledge of Servicing policies, procedures, controls and operational applications with an in depth knowledge of system development life cycle
- Fundamental knowledge of mortgage insurance and accounting
- Great attention to detail
- Work across functions outside of Operations
- Analyze customer portfolios and make recommendations for process improvement
- Perform loan administration activities for across the North American and European Loan book - Loan set up review and funding, Daily remittance posting and reconciliation, Processing wire transfer requests, Paid off loan processing, Month end reconciliation and distribution, with the objective of increasing client satisfaction and delivering the service efficiently
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