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Specialty Finance Product Specialist III

Veritex Team
Dallas, TX Full Time
POSTED ON 2/4/2025
AVAILABLE BEFORE 4/4/2025
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.

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