CAPITAL MARKETS SPECIALIST chez None

Summary: The Capital Markets Specialist 3 is responsible for reconciling investor purchase advice, filing and monitoring claims with investors and insurance carriers, and tracking the receipt of claims. This role involves assisting with filing claims for loans with manufacturing defects and acting as a liaison with indemnification and repurchase insurance carriers.

Essential Duties & Responsibilities:

·  Reconcile daily investor purchase advices.

·  Identify, research, and determine reasons for purchase advice discrepancies.

·  File claims with investors in a timely manner to ensure that money owed to the company is collected.

·  Monitor receipt of investor claims and create daily monitoring reports.

·  Assist the EVP in filing claims with indemnification and repurchase insurance carriers for loans with defects.

·  Act as a liaison with indemnification and repurchase insurance carriers on claims.

·  Administer and monitor insurance claims.

Qualifications:            To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Competencies:            To perform the job successfully, an individual should demonstrate the following competencies:

Problem Solving –Analytical, evaluative, and problem-solving. Identifies and resolve problems promptly; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.

Detail Oriented – Keen attention to detail

Interpersonal Skills –Ability to set and manage priorities judiciously Maintains confidentiality; keeps emotions under control.

Oral Communication – Ability to present ideas in business-friendly and user-friendly language. Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.

Written Communication – Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively; able to read and interpret written information.

Teamwork – Ability to work in a team-oriented, collaborative environment. Contributes to building a positive team spirit.

Attendance/Punctuality – Is consistently at work and on time, ensures work responsibilities are covered when absent.

Dependability – Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; complete tasks on time or notifies appropriate person with an alternate plan.

Initiative – Exceptionally self-motivated and directed. Volunteers readily; undertakes self-development activities; seeks increased responsibilities.

Innovation – Displays original thinking and creativity; generates suggestions for improving work.

Education & 

Experience:     

·  Computer literate with strong Excel skills.

·  Ability to function efficiently in a high-stress environment.

·  Familiarity with insurance environments.

·  Customer-service oriented with good mathematical skills.

·  Commitment to company values, policies, and procedures.

·  Excellent interpersonal communication skills.

·  Adaptability – ability to quickly learn new techniques, products, and computer programs.

·  Problem-solving – ability to effectively analyze and resolve problems at a functional level.

·  Must embody company culture (Respect, Transparency, Scrappy).

Skills:

Language Skills: Ability to read and interpret documents and writes routine correspondence. Ability to speak effectively with customers/vendors or other employees.

Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.

Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situation.

Computer Skills: Sound working knowledge of computer and office software operations and systems. 

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to walk and stoop.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level and temperature in the work environment is usually moderate.