Specialty Finance Product Specialist III

Veritex Community Bank
United States, Texas, Dallas
Feb 03, 2025
Specialty Finance Product Specialist III Dallas, TX, USA Req #363 Monday, February 3, 2025 Job Summary:The Specialty Finance ProductSpecialistIIIis a liaison between originating lender clients and the warehouse staff. Responsibilities and Duties: Provide high touch client support by developing and maintainingstrong relationships with clients via phone, email and in-person meetings. Engages in clear communication with client's staff to clear exceptions. Review and respond to customer inquiries/research issues. Understand and know the client's business thoroughly so as to spot potential problems, recognize opportunities and make recommendations as needed. Create client training documentation and online resources; assistwith the creation and update of client-facing program guide. Review and authorize daily funding requestfor various products. Responsible for maintainingwire queue for fundings including construction draws and additionalfunds. Completes accuratescreening of all wire requestto ensure they are within guidelines of originator's agreement in a timely manner. Collaborates with credit for review of exceptions that are not in line with client's agreement and act as liaison between operations, creditand client when necessary. OFAC Requests - provide DOB, SS#, Additional borrower information as needed to Wire Department. Responsible for maintainingsettlement queue for client settlements including tracking incoming wires. Coordinate tracking and receiving of client's collateral including drying out wet collateral in system of record. Responsible for reviewing, safekeeping, and delivery of client's collateral to designatedinvestors. Review and validateinvestor forms including GNMA 11711A, Freddie Mac 996E, and Release of Security Interest Letters or other applicable formsas necessary. Responsible for ensuring that loans advanced are registered with MERS and are updated to reflect the bank interest as gestation lender. Responsible for facilitatingdrying out of eNotesin system of record and transfer of eNotesin the eVaultto be updated accordingly in the eRegistry. Communicate with the Relationship Manager and Operations Management regardingtrends, training issues, workflow, etc. Participates in new product development, special projects, system updates and other initiatives to support the business. Ensure the team is prepared to support clients in the event ofdisaster or outage, helping to develop a Business Continuity/Disaster Recovery plan; review/test the plan annually and implement as required. Update management of pending issues or delays of fundings. Job Skills and Qualifications: Excellent client service and communication skills. Ability to multi-task in a faced-paced environment. Excellent interpersonal skills, both verbal and written. Preferred Skills; Experience; Certifications 8 - 10 years of experience in warehouse lending or related mortgage operations. Education/Certifications (required) Bachelor's degree in Business Administrationor equivalent experience. Company Overview: Truth in Texas Banking. That's what we're about. Founded in 2010, we are one of the ten largest banks headquartered in the state of Texas. We became a publicly traded company in 2014 and in 2020 and 2021 we were listed on Fortune's 100 Fastest Growing Companies. Headquartered in Dallas, Texas, we've built a bank forever rooted in truth, transparency, and uncompromising integrity. We know our strongest asset is the passion, authenticity, and talent of our people. We focus on the growth and development of each team member to unlock potential to "Be Your True Self." Our "True You" culture is made up of five pillars: Be Mindful Be Healthy Be Better Be Prosperous Be Faithful With this as our foundation, we've built a bank of people who are transparent, tell the truth, and act with integrity. We unite together in common purpose - caring deeply for our clients and communities, communicating openly with each other, and treating everyone with respect. Visit our website at www.VeritexBank.com and come see how we're bringing truth and transparency to Texas banking. *Veritex Community Bank does not accept unsolicited resumes from recruiters or employment agencies.* Veritex Community Bank is under no obligation to pay any referral compensation or recruiter fee in the absence of a current executed Recruitment Services Agreement. In the event a recruiter or agency submits an unsolicited resume or candidate without an agreement, Veritex reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Veritex Community Bank. If your agency would like to be considered as a potential future recruiting partner, please leave your contact information at Recruiting@VeritexBank.com. Work environment and Physical demands: The employee may occasionally lift and/or move up to 25 pounds. The employee may occasionally stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl. The work environment and physical demands are those of a standard office setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Disclaimer: This job description is not an inclusive list of all duties and responsibilities of the position. Incumbents will be required to follow any other job- related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Veritex Bank reserves the right to amend and change responsibilities to meet business and organizational needs. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Veritex Community Bank is an equal opportunity employer. Veritex Community Bank Corporate Human Resources, Dallas, Texas. We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on the Company. Please inform the Company's personnel representative if you need assistance completing any forms or to otherwise participate in the application process. Other details Pay Type Hourly Apply Now Dallas, TX, USA Share this job: