Shipping Specialist

Responsibilities/Duties/Functions/Tasks

• Ship a minimum of 15 loans per day (if volume allows, subject to change with management discretion)
• Ship loans to correct investor
• Complete shipping validation and task-based workflow for each loan to ensure the proper documentation is provided to each investor
• Obtain shipping confirmation(s) for all loans shipped the previous day
• Document loans successfully received by the investor
• Activate MI certificates on applicable funded loans from the previous day
• Update information related to the ‘servicer’ with MI companies for applicable loans purchased the previous day
• Bundle and deliver same-day-purchased Pingora loans daily in OneHUB
• Update information related to the ‘servicer’ for applicable conventional loans shipped the previous day within Fannie Mae & Freddie Mac UCD portals
• Respond to incoming emails and phone calls within two business hours
• Work with appropriate parties within the loan manufacturing process to ensure un-shippable loans are shipped within one business day
• Follow the escalation procedures set for un-shippable loans
• Work closely with the Capital Markets team to ensure PRMI product loans have been allocated to investors within 48 hours of arriving in the Shipping department
• Monitor Motivity/Tableau reports and dashboards to ensure all imaged and allocated loans are shipped within one business day – alerting management via escalation procedures if unable to ship the loan

Qualifications

• Strong communication, analytical, and problem-solving skills
• Ability to effectively and professionally handle difficult situations that may arise
• Ability to multi-task
• Strong organizational skills and extraordinary attention to detail
• Ability to prioritize tasks
• Ability to function well in a high-paced and at times stressful environment
• Knowledge of Microsoft Office applications (i.e. Word, Excel, Outlook, PowerPoint, etc.)

Supervisory responsibilities  

• This position has no supervisory responsibilities

Preferences

• Experience in the mortgage industry

Company Conformance Statements

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.

Work Requirements

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.