Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Returning Candidate?
Assistant Processing Manager Job Locations US-CA-San Mateo | US-MA-BostonPosted Date 1 week ago(10/9/2019 2:58 PM) Job ID 2019-2238 # of Openings 1 Category Loan Administration
Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.
Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.
We are looking for an Assistant Processing Manager for either our San Mateo, CA or Boston, MA office.
Train Disclosure Specialists and Account Executives (i.e. processors) on both coasts
Hire, train and supervise the Disclosure Specialist team
Provide primary support for vacation coverage for Disclosure Specialists and Account Executives on both coasts
Assist the Processing Manager with updating and enhancing the Disclosure and Processing Procedures
Manage the Loan Estimate preparation pipeline and allocate workload evenly among the team
As needed, responsible for preparing or reviewing initial Loan Estimates and re-disclosures
As needed, process new loans and existing loans in other Account Executive pipelines. This includes the ability to understand the small differences in processing loans in different states.
Review Mavent Reports and assist staff with MAVENT questions
Ability to learn Banks Encompass processing system
Familiar with the concepts and documents required to process a loan including documentation requirements, program parameters, secondary market guidelines, and lending regulations.
Experience with processing a pipeline of 30 loans more at one time.
Applicant must be very detail oriented, be able to learn new concepts quickly, be able to work well under pressure and be familiar with all residential lending regulations.
At least 5-8 years of experience with processing loans that meet FNMA guidelines.
Experience with preparing a Loan Estimate.
Experience with agencies that provide grants for closing cost assistance and down payment assistance.
Experience with training employees and/or managing employees.
Experience with writing procedures.
Travel between the east coast and west coast mandatory.
Options Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed
Software Powered by iCIMS
Internal Number: 6712991
About Boston Private Bank Trust Company
eFinancialCareers is a career site specializing in financial services.