Technical Assistant

Job Type

Technical Assistant

Full-Time Non-Exempt

General Description

Responsible for completing all disbursements corresponding to the mortgage loans formalized, whether sales or refinancings, for the Closing Officers of the business in the established time.

Essential Duties and Responsibilities

• Prepare all the disbursements of the mortgage loans formalized, both for sales and refinancing.
• Manage authorized signatures for all paper checks.
• Perform internal control to verify that all required fees have been collected during closing attendance, ensuring that the checks related to the transaction can be delivered to the involved parties and the closing can be completed according to established procedures.
• Send checks for disbursed cases to HUBs and Mortgage Centers via internal delivery.
• Complete wire transfer applications through the Money Transfer System (MTS) application for the payments that apply according to the established procedure.
• Process the cancellation balances and send them to the different banking institutions in a period of 2 days or less.
• Process and submit Hazard's CRIM payments and insurance policies.
• Index in Encompass all documents related to the disbursement of each loan within the established period.
• Answer calls from branches, customers and suppliers regarding checks or payments received.
• Provide support for the delivery of checks to customers and service providers and in any other necessary functions in the unit.

Education

60 approved credits or equivalent combination of education and experience.

Experience

One (1) to three (3) years in mortgage banking or related fields.

Other Qualifications

Focused on Customer Service
Collaboration and teamwork
Effective organization and time management
Focused on results and meeting regulatory requirements and controls
Handling technology, including Windows/Office 365, Encompass, Sap and Bookings.
Knowledge in MS Office programs like: Word, Excel and others necessary to perform job functions.
Knowledge and good use of the English and Spanish language in its written and oral form.

Region Locations

Guaynabo

Work Schedule

Hours 8:30am to 5:30pm and availability to work Saturdays and extended hours.

Values

Additional Requirements

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.