The Specialist I will be responsible for performing these core tasks in addition to performing ... Apply exceptions and handle validations where necessary to ensure a complete and accurate review
The Specialist I will be responsible for performing these core tasks in addition to performing ... Apply exceptions and handle validations where necessary to ensure a complete and accurate review
Equipment Finance Document Specialist I Location: Hybrid in: Alpharetta, GA 30009 Tuesday ... Prepare post-closing loan packages to include maintaining files and following for exceptions and ...
New
Equipment Finance Document Specialist I Location: Hybrid in: Alpharetta, GA 30009 Tuesday ... Prepare post-closing loan packages to include maintaining files and following for exceptions and ...
New
Deposit Operations Specialist
Tulsa, OK · On-site
As a Deposit Operations Specialist , you will perform a wide variety of operational and regulatory ... Monitor and address non-post items, stop payments, positive pay exceptions, and NSF transactions
Deposit Operations Specialist
Tulsa, OK · On-site
As a Deposit Operations Specialist , you will perform a wide variety of operational and regulatory ... Monitor and address non-post items, stop payments, positive pay exceptions, and NSF transactions
Deposit Operations Specialist
Tulsa, OK · On-site
As a Deposit Operations Specialist , you will perform a wide variety of operational and regulatory ... Monitor and address non-post items, stop payments, positive pay exceptions, and NSF transactions
Deposit Operations Specialist
Tulsa, OK · On-site
As a Deposit Operations Specialist , you will perform a wide variety of operational and regulatory ... Monitor and address non-post items, stop payments, positive pay exceptions, and NSF transactions
Accounts Payable Specialist
$18 - $23/hr
Accounts Payable Specialist Location: Holland, MI Compensation: $18-23/hour Schedule: Monday-Friday ... Perform final quality checks before escalating exceptions * Process approximately 250-400 invoices ...
Accounts Payable Specialist
$18 - $23/hr
Accounts Payable Specialist Location: Holland, MI Compensation: $18-23/hour Schedule: Monday-Friday ... Perform final quality checks before escalating exceptions * Process approximately 250-400 invoices ...
Accounts Payable Specialist
Holland, MI · On-site
$18 - $23/hr
Accounts Payable Specialist Location: Holland, MI Compensation: $18-23/hour Schedule: Monday-Friday ... Perform final quality checks before escalating exceptions * Process approximately 250-400 invoices ...
Accounts Payable Specialist
Holland, MI · On-site
$18 - $23/hr
Accounts Payable Specialist Location: Holland, MI Compensation: $18-23/hour Schedule: Monday-Friday ... Perform final quality checks before escalating exceptions * Process approximately 250-400 invoices ...
Be Seen First
Payroll Specialist
Carson, CA · On-site
$28 - $34/hr
Payroll Specialist - Job Summary Payroll Specialist responsible for processing bi-weekly payroll ... Troubleshoot timekeeping issues (missed punches, PTO, exceptions) * Run and analyze payroll and ...
Quick apply
Be Seen First
Payroll Specialist
Carson, CA · On-site
$28 - $34/hr
Payroll Specialist - Job Summary Payroll Specialist responsible for processing bi-weekly payroll ... Troubleshoot timekeeping issues (missed punches, PTO, exceptions) * Run and analyze payroll and ...
Accounts Payable Specialist
Denver, CO · On-site
$21.75 - $28/hr
Accounts Payable Specialist On-Site | Full-Time | Up to $65,000 (DOE) Join a Structured, High ... Follow established processes to resolve or document exceptions AP Research & Issue Resolution (15 ...
Accounts Payable Specialist
Denver, CO · On-site
$21.75 - $28/hr
Accounts Payable Specialist On-Site | Full-Time | Up to $65,000 (DOE) Join a Structured, High ... Follow established processes to resolve or document exceptions AP Research & Issue Resolution (15 ...
Accounts Payable Specialist
$21.75 - $28/hr
Accounts Payable Specialist On-Site | Full-Time | Up to $65,000 (DOE) Join a Structured, High ... Follow established processes to resolve or document exceptions AP Research & Issue Resolution (15 ...
Accounts Payable Specialist
$21.75 - $28/hr
Accounts Payable Specialist On-Site | Full-Time | Up to $65,000 (DOE) Join a Structured, High ... Follow established processes to resolve or document exceptions AP Research & Issue Resolution (15 ...
ACH Operations Specialist
Fort Lauderdale, FL · On-site
$65K - $75K/yr
We are looking for an ACH Operations Specialist to support treasury operations for a banking ... exceptions, return activity, and ACH-related compliance matters. • Support clients with ACH ...
Quick apply
ACH Operations Specialist
Fort Lauderdale, FL · On-site
$65K - $75K/yr
We are looking for an ACH Operations Specialist to support treasury operations for a banking ... exceptions, return activity, and ACH-related compliance matters. • Support clients with ACH ...
GENERAL FUNCTION OF LOAN UTILITY SPECIALIST III: Responsible for processing all owner-occupied ... Works together with Loan Officers to clear exceptions. * Prepares and mails Good Faith Estimates ...
GENERAL FUNCTION OF LOAN UTILITY SPECIALIST III: Responsible for processing all owner-occupied ... Works together with Loan Officers to clear exceptions. * Prepares and mails Good Faith Estimates ...
GENERAL FUNCTION OF LOAN UTILITY SPECIALIST III: Responsible for processing all owner-occupied ... Works together with Loan Officers to clear exceptions. * Prepares and mails Good Faith Estimates ...
GENERAL FUNCTION OF LOAN UTILITY SPECIALIST III: Responsible for processing all owner-occupied ... Works together with Loan Officers to clear exceptions. * Prepares and mails Good Faith Estimates ...
Specialist, Client Processing We're seeking a future team member for the role of Specialist, Client ... Monitor and resolve operational exceptions in real time such as breaks, collateral shortfalls ...
Specialist, Client Processing We're seeking a future team member for the role of Specialist, Client ... Monitor and resolve operational exceptions in real time such as breaks, collateral shortfalls ...
Bookkeeping Operations Specialist
Hebron, MD · On-site
$18.50 - $24.50/hr
Bookkeeping Operations Specialist DEPARTMENT: Bookkeeping Operations ACCOUNTABILITY: Vice President ... Investigate and resolve ACH disputes, unauthorized transactions, and processing exceptions.
Bookkeeping Operations Specialist
Hebron, MD · On-site
$18.50 - $24.50/hr
Bookkeeping Operations Specialist DEPARTMENT: Bookkeeping Operations ACCOUNTABILITY: Vice President ... Investigate and resolve ACH disputes, unauthorized transactions, and processing exceptions.
GENERAL FUNCTION OF LOAN UTILITY SPECIALIST III: Responsible for processing all owner-occupied ... Works together with Loan Officers to clear exceptions. * Prepares and mails Good Faith Estimates ...
Quick apply
GENERAL FUNCTION OF LOAN UTILITY SPECIALIST III: Responsible for processing all owner-occupied ... Works together with Loan Officers to clear exceptions. * Prepares and mails Good Faith Estimates ...
Loan Post Close Specialist I
Billings, MT · On-site
SUMMARY The Loan Post Close Specialist I is responsible for the post-closing review of Consumer ... Inputs, updates, and monitors exceptions on the Bank's exception system for escrow taxes and ...
Loan Post Close Specialist I
Billings, MT · On-site
SUMMARY The Loan Post Close Specialist I is responsible for the post-closing review of Consumer ... Inputs, updates, and monitors exceptions on the Bank's exception system for escrow taxes and ...
SUMMARY The Loan Post Close Specialist I is responsible for the post-closing review of Consumer ... Inputs, updates, and monitors exceptions on the Bank's exception system for escrow taxes and ...
SUMMARY The Loan Post Close Specialist I is responsible for the post-closing review of Consumer ... Inputs, updates, and monitors exceptions on the Bank's exception system for escrow taxes and ...
Customer Care Reporting Specialist
Laguna Hills, CA · On-site
$20 - $26/hr
Description: JOB PURPOSE The Customer Care Reporting Specialist key objectives are to ensure ... exceptions that may impact turnaround time or data integrity. This role serves as a key liaison ...
Quick apply
Customer Care Reporting Specialist
Laguna Hills, CA · On-site
$20 - $26/hr
Description: JOB PURPOSE The Customer Care Reporting Specialist key objectives are to ensure ... exceptions that may impact turnaround time or data integrity. This role serves as a key liaison ...
Loan Post Close Specialist I
Spokane, WA · On-site
SUMMARY The Loan Post Close Specialist I is responsible for the post-closing review of Consumer ... Inputs, updates, and monitors exceptions on the Bank's exception system for escrow taxes and ...
Loan Post Close Specialist I
Spokane, WA · On-site
SUMMARY The Loan Post Close Specialist I is responsible for the post-closing review of Consumer ... Inputs, updates, and monitors exceptions on the Bank's exception system for escrow taxes and ...
... exceptions. This critical role demands a high level of service, ensuring that loans are processed ... Requirements for this Loan Processing Specialist job To succeed as a Loan Processing Specialist at ...
... exceptions. This critical role demands a high level of service, ensuring that loans are processed ... Requirements for this Loan Processing Specialist job To succeed as a Loan Processing Specialist at ...
Exceptions Specialist information
What are Exceptions Specialists?
Exceptions Specialists are professionals who manage and resolve discrepancies or anomalies in business processes, particularly in finance, banking, or operations. Their main responsibility is to identify, investigate, and correct transactions or records that do not match expected patterns or standards. This may involve reviewing documentation, communicating with other departments, and ensuring compliance with company policies and regulations. Exceptions Specialists play a critical role in minimizing errors, preventing fraud, and maintaining the integrity of organizational data. They often use specialized software and must have strong attention to detail and analytical skills.
How does an Exceptions Specialist typically interact with other departments to resolve discrepancies?
An Exceptions Specialist regularly collaborates with teams such as operations, finance, and customer service to investigate and resolve transaction discrepancies or processing errors. They often serve as a liaison, clarifying issues and gathering necessary documentation to ensure accurate resolution. Effective communication and a proactive approach are essential, as they may coordinate meetings or follow up with multiple stakeholders to expedite solutions. This cross-functional interaction not only aids in efficient problem-solving but also helps build a strong understanding of overall business processes.
What are the key skills and qualifications needed to thrive as an Exceptions Specialist, and why are they important?
To thrive as an Exceptions Specialist, you need strong analytical skills, attention to detail, and typically a background in finance, banking, or a related field. Familiarity with exception management software, databases, and workflow tools such as Excel or specialized banking platforms is often required. Excellent problem-solving abilities, communication skills, and the capacity to manage time effectively help you handle complex or urgent exception cases. These skills ensure timely and accurate resolution of discrepancies, minimizing risk and maintaining compliance in high-volume transaction environments.
More about Exceptions Specialist jobs
What job categories do people searching Exceptions Specialist jobs look for? The top searched job categories for Exceptions Specialist jobs are:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 9 days ago
Job description
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This role includes Servicing Quality Control (SQC) activities will include (i) the identification of the proper documentation for data capture, (ii) the capture of such information within system or other designated area (including a client system), (iii) running embedded rules and logic against such information, and (iv) clearing validations and/or applying exceptions that may be appropriate for the item in question. This position may include occasional off-site travel to perform servicing QC reviews at client or counter-parties place of business. SQC reviews are performed to determine compliance with Investor and Regulatory servicing guidelines, including FHA, FNMA, FHLMC, VA, USDA, and the Consumer Financial Protection Bureau (CFPB). Specific focus on Loan Administration on current/performing loans including New Loan Setup, Servicing Acquired/Transferred, ARM Loans, Escrow Administration, Borrower Complaints, Customer Service, and general loan servicing. The Specialist I will be responsible for performing these core tasks in addition to performing secondary QC reviews of these reviews performed by Specialist I's and their peers. As a result, the Specialist I must have demonstrated a strong grasp of all applicable reviews scopes and be able to deliver loan-level feedback as needed. The Specialist I will participate in client facing phone calls to describe the results of the work performed and defend audit results.
Essential Job Functions:
Qualifications/ Requirements:
#LI-REMOTE
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$25.00 - $28.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This role includes Servicing Quality Control (SQC) activities will include (i) the identification of the proper documentation for data capture, (ii) the capture of such information within system or other designated area (including a client system), (iii) running embedded rules and logic against such information, and (iv) clearing validations and/or applying exceptions that may be appropriate for the item in question. This position may include occasional off-site travel to perform servicing QC reviews at client or counter-parties place of business. SQC reviews are performed to determine compliance with Investor and Regulatory servicing guidelines, including FHA, FNMA, FHLMC, VA, USDA, and the Consumer Financial Protection Bureau (CFPB). Specific focus on Loan Administration on current/performing loans including New Loan Setup, Servicing Acquired/Transferred, ARM Loans, Escrow Administration, Borrower Complaints, Customer Service, and general loan servicing. The Specialist I will be responsible for performing these core tasks in addition to performing secondary QC reviews of these reviews performed by Specialist I's and their peers. As a result, the Specialist I must have demonstrated a strong grasp of all applicable reviews scopes and be able to deliver loan-level feedback as needed. The Specialist I will participate in client facing phone calls to describe the results of the work performed and defend audit results.
Essential Job Functions:
- Review loan packages, servicing guidelines, or data files to identify the documentation necessary for the review
- Perform QC Reviews for peers
- Perform QC reviews of report extracts to ensure accuracy of number of files audited, number of exceptions cited, and guideline citations match exceptions
- Defend audit results on client-facing phone calls
- Act a subject matter expert in their area of review for internal, client-facing, and servicing-facing needs
- Capture required information from such information (which may include bookmarking the relevant pages where such information can be located) in a designated place which will usually be a SitusAMC or client designated system
- Review system questions to test system information against documentation provided and handle any exceptions that may come from the review. Apply exceptions and handle validations where necessary to ensure a complete and accurate review
- Elevate questions to management when such items arise
- Identify problems with files and/or job notes to management overseeing your engagement
- Ensure a full and accurate loan file review
- Accurate tracking of the time spent on reviews
- At least three years of related servicing experience preferred
- Ability to meet production quality and service standards
- Adherence to all company policies and procedures
- Self-motivation and reliability
- Prompt and regular attendance is required
- Such other activities as may be assigned by your manager
Qualifications/ Requirements:
- College degree / training in Finance / mortgage banking desired or equivalent combination of education and experience
- Entry-level support staff with 0-2 years of relevant experience
- Ability to meet production quality and service standards
- Adherence to all company policies and procedures
- Self-motivation and reliability
- Excellent PC skills and possess high level of proficiency in Microsoft products
- Strong communication (written and oral) skills
- Analytical ability and good judgment
- Detail oriented and organized
- Demonstrate professional behavior and teamwork, punctual and dependable
- Strong overall knowledge of Residential Mortgage Servicing practices, rules, and guidelines
- Knowledgeable of the principals and compliance regulations and documentation applicable to mortgage servicing
- Familiarity with fraudulent red flags and outside services used to determine or verify fraud
- Ability to read and evaluate payment histories and servicing comments
#LI-REMOTE
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$25.00 - $28.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal
About SitusAMC
Sourced by ZipRecruiter
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
Industry
Real estate
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US