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Submitted by Administrator on Sat, 02/16/2013 - 12:09

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Requisition Number 15-0322P
Title Analyst, Client Administration
Department PCG Client Admn
City Moorpark
State CA
Job Description

Responsible for underwriting credit reviews for new Correspondent and Warehouse Lending clients and for the regular monitoring of approved clients. 

  • Credit review and analysis of prospective and approved mortgage companies and financial institutions
  • Due Diligence reviews that include analysis of delinquency reporting, policy and procedures, legal structure
  • Comprehensive credit write-ups for client approval recommendation
  • Monthly monitoring to ensure clients are performing as expected
  • Annual recertification of clients to ensure they meet the requirements to maintain approval status
  • Performs other related duties as required and assigned
  • Demonstrates behaviors which are aligned with the organization’s desired culture and values
Preferred Qualifications
  • 5+ years mortgage credit experience
  • Bachelor’s degree in Finance / Accounting or equivalent work experience
  • Ability to analyze financial statements and effectively prepare written analyses
  • Proficient with Microsoft Word and Excel
  • Working knowledge of mortgage company operating structures preferred
  • Excellent verbal and written communication skills
  • Strong interpersonal and organizational skills
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