Summary/Objective

The AVP of Document Services is responsible for overseeing all aspects of Collateral & Custodial Management, Agency Certification, Image Ingestion and missing document reporting, Lien Release, MERS Oversight, MSR Sale Holdback Reporting and Monitoring, GNMA EBO Collateral Delivery, delivery of documents to the Foreclosure and Bankruptcy as needed for Default Activities Loan Boarding, Quality Assurance, and Image Delivery and Collateral Movement for Deconversions/Loan Sales.

What you will do:

• Oversee the management of collateral files, their contents, and the custodians who store them.
• Ensuring BSI is protected from exposure by ensuring all agency required documents and certifications are completed on time.
• Oversee the Quality Assurance team who performs a Quality Assurance check on critical documents against the loan images.
• Oversee the Image Ingestion into DocStore , ensuring that BSI has all the required documents/images needed to service a mortgage loan. This includes ensuring missing document reporting or Holdback reporting is being sent timely to parties with outstanding items.
• Oversee the collateral movement and timing for Early Buyout Loans as part of the GNMA program, ensuring all certification activities are completed as quickly as possible.
• Oversee the process of Releasing Liens or Satisfaction of Mortgages on loans that have paid in full. The focus is on vendor oversight and tight management of state compliance timelines.
• Management and Oversight of the MERS process, includes E Notes, E Mortgages, and RON. Timely batch delivery and acceptance, timely deactivations and enforcement of AOM Recordiing timelines and MERS Data Quality and exception processing.
• Provides thorough and effective training to all team members.
• Investigates, escalates, and documents issues that threaten successful and timely conversion or deconversion efforts.
• Responsible for meeting legal requirements and following internal policies.

What we are looking for:

• Must be able to design Excel worksheets at the intermediate level and to design merge documents in Word. Proficient with PC and related software such as Excel, Word, and Power Point
• Must be composed and professional under pressure.
• Flexibility to adapt to changing priorities and deadlines.
• Ability to think analytically, understand the business, perform analysis, and communicate effectively.
• Demonstrated ability to take initiative and follow through on projects.
• Demonstrates excellent attention to collaborate with matrixed teams to achieve organizational goals.
• Exhibits strong verbal and written communication skills, public speaking & presentation skills, and excellent interpersonal skills.
• Problem Solving
• Strong Mathematic/Analytical Skills
• Critical/Logistical thinking skills
• strong verbal communication
• Proficient with PC
• Strong Excel experience
• Ability to multi-task, prioritize effectively and efficiently.
• Knowledge of different Mortgage Products: Fixed Rate/ARM/Balloon/Heloc/Option Arms is preferred
• Knowledge and Relationships with the main 5 Custodial Houses is required
• Organizational skills and ability to handle confidential material.
• Be able to set expectations and have team members adhere to them.
• Identify Issues and create resolutions quickly.
• Must possess excellent time management skills to effectively prioritize customer needs and administrative duties.
• Must pay attention to details and maintain an organized workflow.
• Must be able to work and contribute effectively with all levels of employees.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Position Type and Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m.

Education and Experience

1. Must have at least 5 years’ experience in Document Management or Collateral Management
2. Thorough knowledge of MS Office Suite (Excel, PowerPoint & Word)
3. A minimum of three years’ experience in the financial/mortgage services industry is required.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

What’s in it for you?

• Competitive compensation and full benefits package include medical, dental, and vision.
• 100% company-paid life insurance and disability coverage!
• 401K with company matching!
• 17 days PTO (increases with tenure) and 9 company paid holidays!
• Professional but fun, casual work environment and great team culture!

About BSI Financial

Founded in 1986, we provide financial services that support our vision of enabling sustainable home ownership by practicing core values that embody doing what is right; emphasizing problem solving; delivering on expectations and winning with humility. Our clients include lenders and investors who make home financing possible.

BSI Financial was ranked multiple times in the SMU Dallas 100 list of the fastest growing
companies in North Texas and was twice named to the Inc. 5000 list of the fastest growing U.S. companies.

EEO Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.