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Sr. Treasury Operations Specialist

Sr. Treasury Operations Specialist

CompanyNewrez
LocationAmbler, PA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • Bachelor’s degree in finance, Accounting, Economics, or a related field
  • 5–8 years of treasury, banking, or mortgage finance experience, preferably in mortgage lending
  • Deep knowledge of warehouse line structures, loan sales processes, custodial banking, and GNMA/FNMA/FHLMC requirements
  • Advanced proficiency in Excel, SQL, and treasury management systems
  • Detail-oriented with efficient focus on work activities
  • Strong sense of responsibility for completing work quickly and accurately
  • Excellent verbal and written communication skills, with the ability to effectively interact with employees at all levels within organization as well as external contacts
  • The ability to manage multiple tasks and shift priorities as appropriate, while maintaining attention to detail, in a fast-paced, dynamic work environment
  • Problem-solving ability and strong analytical skills.

Responsibilities

  • Oversee the loan funding process across multiple warehouse facilities.
  • Coordinate and monitor daily warehouse fundings, collateral pledges, and wire disbursements.
  • Troubleshoot and resolve funding exceptions or settlement issues with banks, investors, and internal operations teams.
  • Serve as a key point of contact for warehouse lenders, custodians, and banking partners.
  • Collaborate with Secondary Marketing to align warehouse funding schedules with loan sales and investor commitments.
  • Monitor loans aging on warehouse lines and assist in sale solutions.
  • Support all MBS pooling, and whole loan sale processes for multiple products by acting as resource to Capital Markets team.
  • Assist in onboarding new warehouse lines or expanding capacity with existing lenders including new products or initiatives.
  • Create Ad Hoc reporting as needed

Preferred Qualifications

    No preferred qualifications provided.