**This position is a majority Remote role with occasional in-office meetings on an as-needed basis. Because of this, interested applicants must live within a reasonable commuting distance of Symmetry Lending's office in Anaheim, CA.**

Job Description

This position will be directly responsible for performing HELOC Reporting duties, such as wire reviews, validating and submitting reports on a daily basis. This position is also responsible for the review, preparation, and distribution of monthly reporting deliverables for Symmetry’s Lender and Investor relationships.

Responsibilities

• Complete preparation, reconciliation and validation of Summary Remittance for all data for assigned lenders and investor partners
• Complete preparation, reconciliation, and validation of monthly settlement files, summary remittances, monthly funding reports, and any other month-end reports assigned
• Confirm loan level detail and overall balances of Monthly Settlement file to Summary Remittance
• Reconcile and deliver assigned daily lender funding activity
• Confirm and validate daily accrued interest and servicing fees
• Reconcile and deliver wire activity and reporting to lenders
• Work directly with sub servicer and lender partners to coordinate daily draw wire requests
• Process daily confirmation, validation, and correction of wire instructions
• Perform daily deliverables (i.e. daily wire tracking, draw activity, funding, etc.)
• Complete reconciliation and delivery of weekly inventory reports to lender partners
• Deliver and validate the monthly boarding file to lender partners
• Perform daily deliverables (i.e. daily membership file, pipeline, social security validation and boarding file) by daily deadline
• Partner with Accounting Department and Capital Markets group to ensure timely processes
• Assist in reviewing and preparing audit requests from our partners
• Assist Investor Reporting Managers with projects as needed
• Perform administrative or operational duties specific to Capital Markets Group such as due diligence investigating and investor inquiries as needed

Qualifications / Requirements

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.

• High school diploma (or equivalent) required, with a minimum of 2 years related experience
• Bachelor's degree from a four-year college or university preferred
• Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding
• Strong communication skills (both written and verbal)
• Ability to write routine reports and correspondence
• Knowledge of financial terms and principles and ability to perform financial calculations
• Analytical, critical thinker with strong problem-solving skills and the ability to work in a fast-paced, changing environment with multiple priorities and deadlines
• Intermediate skills with Microsoft Office Suite products such as Word, Excel, Outlook, etc.

About Symmetry

Symmetry Lending specializes in providing mortgage fulfillment services to include origination, servicing, and capital markets needs to various Lenders across the country with whom we partner. We have offices in Atlanta, GA, Eden Prairie, MN, Greenwood Village, CO, Orlando, FL, and Anaheim, CA, and we do business from coast to coast. We take great pride in building a diverse team of motivated professionals that contribute to an exciting work atmosphere. We provide a competitive benefits package including medical, dental, and vision plan options, paid time off, and more.

California Disclosure - Employee Notice at Collection

This disclosure is intended to comply with the California Consumer Privacy Act (CCPA), which gives California residents who are applicants, employees, or contractors of Symmetry Lending (“Symmetry”) the right to know what categories of personal information Symmetry collects about them and the purposes for which Symmetry uses that information. As used in this Privacy Notice, “Personal Information” means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular individual or household. Personal Information includes, but is not limited to, the categories of personal information identified below if such information identifies, relates to, describes, is reasonably capable of being associated with, or could be reasonably linked, directly or indirectly, with a particular individual or household.

The following is a list of the categories of Personal Information that we may collect about consumers:

• Identifiers. This may include a real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, Social Security number, driver's license number, passport number, or other similar identifiers.
• Personal information described in the California Customer Records Statute (Cal. Civ. Code § 1798.80(e)). This may include a name, signature, Social Security number, physical characteristics or description, address, telephone number, passport number, driver's license or state identification card number, insurance policy number, education, employment, employment history, bank account number, or any other financial information, medical information, or health insurance information.
• Characteristics of Protected Classification under California or Federal Law. This may include age, race, color, ancestry, national or ethnic origin, citizenship status, religion or belief, marital status, a childbirth or related medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth, and related medical conditions), sexual orientation, veteran or military status.
• Biometric information. This may include voice and video recordings.
• Sensory data. This may include audio, electronic, visual, or similar information, including photos.
• Professional or employment-related information. This may include current or past job history, compensation data, performance evaluations, or employee benefits.
• Beneficiaries, dependents, and emergency contact information. This may include the name, gender, phone number, and relationship of beneficiaries, dependents, and emergency contacts.

We may use the categories of Personal Information for the following business or commercial purposes:

• To perform background checks necessary to comply with licensing requirements, to perform reference checks, to verify eligibility to work in the United States, for contact purposes, to assess your qualification for employment, to conduct performance evaluations, for payrolls and budgeting purposes, for implementation of employee benefits, for internal organizational purposes to establish proper accommodations for sick time, PTO, leaves of absences, or emergency situations, and to conduct health screenings as allowed by OSHA and the CDC to protect the safety of our employee during pandemic situations.
• For internal use, such as tracking access into buildings, timekeeping, activity logs, etc.
• To comply with laws and regulations, including but not limited to applicable tax, health and safety, anti-discrimination, immigration, labor and employment, and social welfare laws.
• For security or the prevention, detection, or investigation of fraud, suspected or actual illegal activity, violations of company policy or rules, or other misconduct.
• To comply with civil, criminal, judicial, or regulatory inquiries, investigations, subpoenas, or summons.
• To comply with all licensing requirements necessary for our business operations, including state exam audits.
• To exercise or defend the legal rights of Symmetry and its employees, affiliates, customers, contractors, and agents.
• To seek advice from lawyers, auditors, or other professional advisors.

If Symmetry uses Personal Information of an applicant, employee, or contractor for a purpose materially different than those disclosed in this notice, Symmetry will notify the employee and obtain explicit consent from the employee to use the Personal Information for this new purpose.

Job Type: Full-time

Pay: $25.00 - $30.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work setting:

• Hybrid work
• Office

Application Question(s):

• How many years of relevant experience do you have?

Education:

• Bachelor's (Preferred)

Experience:

• Analysis skills: 2 years (Preferred)

Ability to Relocate:

• Anaheim, CA 92808: Relocate before starting work (Required)

Work Location: Hybrid remote in Anaheim, CA 92808