Treasury Management Service Specialist II - Specialized Mortgage Solutions
Core
Deliver high-touch treasury management onboarding, implementation, and ongoing service support for specialized mortgage solutions clients, including servicers, originators, and lenders.
Role type
Treasury Management Service Specialist II (Specialized Mortgage Solutions)
Builds
Treasury management products and services for the mortgage ecosystem
Domain
Banking / Mortgage Servicing / Treasury Operations
Required skills
Treasury management, custodial account structures, operating accounts, control account structures, ACH processing, wire transfers, BAI reporting, regulatory compliance, risk management, process improvement, mentorship
Preferred skills
Mortgage servicing experience, escrow account management, DACA/CMA structures, payment waterfalls, sub-accounting solutions, treasury platforms
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook), ACH systems, SWIFT, online banking portals
Responsibilities
Manage end-to-end onboarding and maintenance of treasury products; coordinate complex implementations involving custodial and control accounts; validate agreements for compliance; resolve escalated client issues; identify process improvement opportunities; mentor less experienced specialists
Seniority
Mid-level, hands-on IC with mentorship responsibilities