What are the responsibilities and job description for the Cashiering Associate position at Primary Residential Mortgage?
Position Purpose - Responsibilities/Duties/Functions/Tasks
The purpose of this position is to monitor the payment cashiering process to ensure accuracy. The Cashiering Associate will respond to inquiries, research items in a timely manner, and sustain company protocol across entire portfolio. Working regular hours in the office, on a non-remote basis, is an essential function of this position.
In the performance of assigned tasks and duties all employees are expected to conform to the following:
Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space. (i.e. branch or corporate office location). Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
I acknowledge that I have read the Job Description and I understand what is expected of me for this position. PRMI reserves the right to change/reassign job duties or combine positions as any time. I also understand that I am an at-will employee and that this job description does not constitute a contract of employment.
The purpose of this position is to monitor the payment cashiering process to ensure accuracy. The Cashiering Associate will respond to inquiries, research items in a timely manner, and sustain company protocol across entire portfolio. Working regular hours in the office, on a non-remote basis, is an essential function of this position.
- Posts/Processes all payment types:
- Ebox
- Lockbox
- ACH/Phone/Online
- Researches payment application issues
- Assesses/Waives/Reverses late charges and fees
- Produces payoff quotes within PRMI policy timeline and with state/loan type allowable fees
- Provides verbal/written verification of mortgage
- Reverses NSF and other returned items
- Monitors certified funds status
- Prints escrow checks
- Writes corporate checks
- Mortgage experience is a plus
- Excellent organization skills
- Excellent customer service skills
- Excellent written and verbal communication skills
- Ability to keep abreast of all changes and adapt them into daily routine
- Ability to interface with compliance personnel and regulators as needed
In the performance of assigned tasks and duties all employees are expected to conform to the following:
- Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
- Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
- Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
- Ensure every action and decision is aligned with PRMI values.
- Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
- Realize team synergies through networking and partnerships across PRMI.
- Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
- Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.
- Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
- Work effectively as a team contributor on all assignments.
- Perform quality work within deadlines.
- Respect client and employee privacy.
Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space. (i.e. branch or corporate office location). Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
I acknowledge that I have read the Job Description and I understand what is expected of me for this position. PRMI reserves the right to change/reassign job duties or combine positions as any time. I also understand that I am an at-will employee and that this job description does not constitute a contract of employment.