Job Details

Operations Services Administrator

Company name

Cohen Financial

Organization Type


Job Type

Legal Staff

Years of Experience

Min 2 yrs required


Leawood, KS

Date Last Verified

Apr 18,2018

Posted on

Mar 26,2018
Practice Area
Corporate >> Corporate - General
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Operations Services Administrator Duties: Perform various office management, document management, transaction processing, data capture and other administrative support services to Investor Services Group, a function of the Cohen Financial Division of Bank. Deliver the highest level of service to investors, borrowers, teammates and vendors while ensuring compliance with government regulations and/or SunTrust policy. Process transaction postings and disbursements to loans using the Enterprise! Loan Management system. Process check payments received in house. Ensure safekeeping, tracking and delivery of “live” checks to lockbox provider. Coordinate clearing of “unidentified” receipt exceptions. Post authorized manual transactions as directed. Ensure appropriate balancing procedures are followed for each transaction batch. Administer Payoff’s; Forbearance Agreements; Modification Postings. Coordinate Property Protection Advances through task management. Provide mail related services including overnight and USPS service providers. Monitor and distribute group/shared email inboxes. Coordinate/complete departmental mailing and correspondence distribution. Prepare/scan/index paper and electronic documentation. Manage paper and electronic records using records management practices and policies. Produce/distribute/publish internal reports.

Qualification and Experience

Qualifications: High School degree or equivalent related work experience. Strong organizational skills. Professional written and verbal communication skills. Demonstrated ability to work within a fast-paced team environment. Good customer service skills and the ability to forge relationships. Strong PC skills, including a demonstrated ability with Microsoft Office applications. Experience in Commercial Real Estate title, escrow, closing and/or paralegal experience. Eligible to manage or perform loan origination or servicing functions under Mortgage Investor or government agency guideline requirements. Preferred: 2 year degree or academic achievement in Real Estate, Law, Finance or Management. Possess basic subject matter expertise for compliance and operational risks and control activities within assigned lending processes. Experience in Commercial Real Estate title, escrow, closing and/or paralegal experience. Prior CRE loan servicing, financial services operations and/or mortgage or insurance experience. Experience with Enterprise LMS servicing platform or other Commercial Loan Servicing System.

Company info

Hiring Coordinator
Cohen Financial
4601 College Boulevard
Suite 300
Leawood, KS 66211ᅠ

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