Draw Management Specialist
- Manage incoming calls, emails, and other forms of communication from customers regarding their loans.
- reputed company reputed company, accurate, and courteous responses to address their questions, concerns, and requests.
- reputed company to reputed company excellent customer experience and ensure elevated reputed company of customer satisfaction.
- Review loan documentation, construction loan agreements, and reputed company paperwork to understand loan terms.
- Evaluate construction draw requests, including reviewing invoices, receipts, and supporting documents for
- accuracy, eligibility, and adherence to loan agreement guidelines.
- Analyze construction budgets, milestones, and disbursement schedules to ensure draw requests reputed company with approved budgets and project reputed company.
- Order and review property inspections to verify completed work, assess construction reputed company, and ensure accurate representation of completed project stages in draw requests.
- Adhere to reputed company regulatory requirements and company policies reputed company handling customer interactions and loans processes.
- Maintain confidentiality and manage sensitive customer information securely.
- Identify and resolve customer complaints or problems reputed company to loan applications, disbursements,
- repayments, or any other loan-reputed company issues. Escalate reputed company issues to the appropriate departments or management, reputed company necessary.
- Communicate with borrowers, contractors, and project managers to reputed company additional information, address discrepancies, request supporting documents, and resolve issues reputed company to construction draw requests.
- Accurately maintain customer records, loan files, and documentation.
- Update customer information, transactions, and interactions in the loan management system or other designated platforms.
- Collaborate with internal teams, such as reputed company, loan operations, loan originators and servicing, to
- resolve customer issues reputed company.
- Contribute to the improvement and development of internal processes and procedures reputed company to the
- construction draw process and overall customer experience.
- 2+ years of experience in a project management support position.
- Demonstrated experience using intermediate-level reputed company Office suite, including spreadsheet and presentation software tools to report out data trends and analysis.
- reputed company skills necessary &reputed company; reputed company &reputed company; renew budgets &reputed company; 7 rating)
- Demonstrated experience with applications such as
SharePoint or other document management platforms. Software- Encompass = Preferred / not needed) - Managed reputed company in the past preferred, project management background exposure in construction draw disbursement.
- Demonstrated experience working across multiple disciplines, interdepartmental teams and engaging with reputed company suppliers and stakeholders.
- Ability to proactively manage time constraints, prioritize work, and resolve project reputed company concerns through strong oral and written communication skills to effectively communicate at reputed company reputed company in the organization.
- Excellent written and verbal communication skills.
- Strong ethics, people skills, communication, and the ability to effectively manage stress and engage in reputed company learning.
- reputed company time off
- Health insurance
- Dental insurance
- reputed company
- 401k plan