NOTE: MORTGAGE BACKGROUND HELPFUL BUT NOT REQUIRED
MAINTAIN CORE MORTGAGE LENDING SERVICING AND INTERFACE PLATFORM.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
- Maintain advanced knowledge of the following ECU systems
- OSI, DNA
- Lenderlink
- C-View
- Encompass Funding/Closing Module
- Nautilus
- Coordinate core system option settings
- Responsible for maintaining system compliance components
- Maintain both Test and Production environments
- Act as Mortgage lead and product technical knowledge resource for new application implementation efforts and system upgrades
- Review new application release notes and core system updates to determine lending area impact and required action
- Develop plans to test business and functional processes during system development and new releases, as well as quality assurance testing
- Coordinate with Department Managers to fully carry out testing plans
- Catalog identified issues in test environment and work with service provider and IT to resolve prior to go-live
- Develop and coordinate testing plan with Financial Services to ensure optimal impact in regard to general ledger processing
- Manage onboarding interface (Lender Link) between mortgage loan origination system(s) and core
- Implement and maintain lending interfaces to core
- Identify interface capabilities and coordinate implementation
- Manage users and roles
- Manage conversion tables to sync up ECU products with settings in Lenderlink
- Manage conversion tables in Lender Link for 3rd party partners such as appraisers, taxing authorities, insurance companies, etc
- Review interface updates to determine lending area impact and required action
- Develop, coordinate, and implement plans to test interface upgrades
- Routinely communicate with outside vendors in regard to new platforms, system enhancements, interfaces, special project implementations, troubleshooting issues, etc.
- Facilitate the update and validation of rate calculation schedules in core system
- Facilitate any required rate changes within core system
- Implement new loan products and services
- Analyze new product proposals to ensure proper functionality in core
- Recommend any product changes that will enhance functionality in core
- Coordinate with Financial Services to map new product to general ledger processing
- Create product in test environment and facilitate testing plan
- Create product in production environment
- Monitor new product for quality assurance
- Reporting
- Expert knowledge of reporting resources available in core system
- Create reports in C-View to assist Managers and staff in optimal use of core system functionality
- Review daily lending reports, coordinate required action and identify and communicate training opportunities
- Create reports at Management’s request
- Create and manage lending Compass cases
- Monitor and coordinate year-end mortgage lending tax reporting with IT
- Review IRS instructions for 1098 reporting and confirm system capability to accommodate changes
- Routine review of mortgage points for accuracy
- Facilitate confirmation of accuracy for PMI and tax adjustments
- Random review of actual 1098 forms
- Ongoing analysis of lending servicing processes to ensure optimal use of system functionality
- Provide technical assistance in identifying, evaluating, and developing systems and procedures.
- Perform ongoing analysis of system and product options to maximize efficiencies
- Assist staff with questions/issues
- Responsible for troubleshooting any issues with staff, IT, vendors, etc.
- Coordinate and/or lead special projects.
Required Skills
Required Experience
Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.