6,172 Collateral Management jobs in the United States

• Job Title: Collateral Management Consultant
  

• Hybrid: Primarily remote, with one onsite day per month required.
  

• Location: Chicago, IL (311 South Wacker Drive)
  

• Inspect system-generated collateral calls for accuracy before issuance.
  

• Issue and process daily margin calls for bilateral agreements under a CSA, cleared agreements, and affiliate margin .
  

• Communicate directly with counterparties to ensure proper collateral exchange.
  

• Post system entries in internal and industry platforms to recognize and settle agreed-upon margin calls.
  

• Investigate and escalate disputes and discrepancies.
  

• Settle month-end collateral margin interest with external counterparties and affiliates.
  

• Perform nightly reconciliations between custodians, counterparties, and internal books/records.
  

• Identify and escalate system issues to the overnight IT staff.
  

• Collaborate with internal teams, including Credit, Legal, Finance, and Trading .
  

• Hours: 7 PM 3 AM CST (Sunday Friday)
  

• Work Week: Begins Sunday at 7 PM and ends Friday at 3 AM (supporting Asian and European clients).
  

• In-person training required.
  

• Experience: 1+ years in Collateral Management .
  

• Required Skills:
  

• Collateral Management
  

• Finance
  

• Trading
  

• Operations
  

• Reconciliations
  

Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT. Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences. A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you!

Job Title:

Collateral Management Specialist

Department:

Collateral Management

Reports To:

Collateral Manager

FLSA Status:

Non-Exempt

Position Summary: Provides administrative support needed to manage the receipt, tracking, follow-up, recording and storage of collateral documents. Also assists in the researching and obtaining missing collateral document.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Coordinates obtaining, tracking, follow-up, and storage of collateral documents.
• Assists with researching issues regarding collateral files and documents.
• Inventory documents in collateral files.
• Image collateral documents as received.
• Obtains signatures, prepare, submit for recording as applicable, and track documents as needed.
• Posts closing legal / compliance review and exception clearing per investor requirements.
• Provides support to peers/managers within the corporation relative to collateral documents as needed.
• Provides internal and external support to Investor community and all major Agencies.
• Works incoming document queues to identify documents for indexing.
• Assists with letter campaigns.
• Assists with department special projects.
• Assists manager in identifying and implementing long-term projects and process / procedure improvements to ensure timely and accurate reporting.
• Represents the organization in internal and external cross-functional relationships between other departments.

• Paid Time Off (PTO)
  
• Medical, Dental &Vision
  
• Employee Assistance Program
  
• Flexible Spending Account
  
• Health Savings Account
  
• Paid Holidays
  
• Company paid Life Insurance
  
• Matching 401(k) Plan
  

Who We Are

At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.

With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together!

Position Overview

This position is responsible for the creation of loan/collateral files, uploading applicable documentation into the Bank's imaging system and follow up on post-closing related items, which includes obtaining liens on vehicle titles, recorded mortgages, final title policies, insurance follow-up, UCC portfolio management. In addition, processing collateral releases in accordance with the paid loan process, preparing payoff letters and document retention.

Essential Job Functions

• Indexes and scans loan documents into OnBase storage system.
• Maintains organized physical files and records.
• Insurance monitoring and tracking for insurance expirations.
• Obtains the banks lien on vehicle titles, either physical or ELT.
• Monitors the UCC portfolio for pending expirations as well as resolves any exception related items encountered with filing exceptions.
• Prepares Payoff Letters in accordance with Bank Procedures and Regulations.
• Processes incoming Service Requests related to the Collateral Management Team.
• Records Mortgages, as needed, for the Consumer/Residential Department.
• Generates releases of collateral on paid loans in accordance with regulation and the paid loan process.
• Provides release/paid documents to 3rd party mortgage servicing vendor.
• Organizes and releases customer purchased tax certificates and floor plan titles.
• Assists with document collection for loan support projects and audits.
• Provide responses to Subpoena or Summons requests for loan documentation.
• Responsible for complying with all Bank policies and Federal and State banking laws and regulations.

Minimum Requirements

• High School diploma or equivalent and one or more years' experience in consumer or commercial documentation, or related; or equivalent combination of education and experience.

Strongly Preferred:

• Collateral experience
• Experience in vehicle titling

Competencies

• Knowledge of consumer and commercial compliance regulations.
• Proficient with Microsoft Office (Excel, Word and Outlook).
• Detail oriented with excellent organizational, analytical and problem-solving skills.
• Must be able to multi-task in a fast-paced environment.
• Possess excellent communication (written and verbal).
• Ability to effectively and accurately communicate with all levels within the organization.
• Proven ability to work both independently and as a team member.

Preferences

• Bachelor's degree a plus
• Jack Henry, CT Lien, Loan Vantage and OnBase experience a plus.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other duties as assigned to meet the ongoing needs of the organization.

Location Details : Aurora Main - River Street

This position is considered a hybrid role. With management approval, an incumbent may work a combination of remote and onsite work to perform the regular responsibilities of the role. Actual schedule requirements may vary based upon business needs.

Compensation & Benefits

Base pay: $0.10 - 25.12 per hour

Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.

Benefits: How We Support You - Old Second

Thanks for considering Old Second!

Who We Are

At Old Second, you're first! For over 150 years, we have prioritized our customers, providing exceptional service and support throughout the Chicago area. Our growth story has seen us evolve from a single location to 50 branches, managing over $6 billion in assets. Join our team of dedicated professionals and be a part of our exciting journey!

Position Overview

As a Collateral Management Specialist II, you will play a crucial role in the creation and management of loan and collateral files. You'll be responsible for uploading essential documentation into the bank's imaging system, along with performing follow-ups on key post-closing items. This includes obtaining liens on vehicle titles, handling recorded mortgages, and ensuring compliance with insurance requirements.

Essential Job Functions

• Efficiently index and scan loan documents into the OnBase storage system.
• Maintain organized and updated physical files and records.
• Monitor insurance expirations and track necessary updates.
• Secure the bank's lien on vehicle titles, whether physical or through ELT.
• Monitor UCC portfolio for upcoming expirations and resolve any filing exceptions promptly.
• Prepare Payoff Letters in accordance with bank procedures and regulations.
• Process incoming service requests related to the Collateral Management Team.
• Record mortgages as required for the Consumer and Residential Department.
• Generate collateral releases for paid loans following regulations and established procedures.
• Provide release and paid documents to third-party mortgage servicing vendors.
• Organize and release tax certificates purchased by customers and floor plan titles.
• Assist with document collection for loan support projects and audits.
• Respond to Subpoena or Summons requests for loan documentation.
• Adhere to all bank policies and federal and state banking laws and regulations.

Minimum Requirements

• High School diploma or equivalent and at least one year of experience in consumer or commercial documentation, or a comparable combination of education and experience.

Competencies

• Knowledge of consumer and commercial compliance regulations.
• Proficient in Microsoft Office Suite (Excel, Word, and Outlook).
• Detail-oriented with strong organizational, analytical, and problem-solving skills.
• Able to manage multiple tasks in a fast-paced environment.
• Excellent written and verbal communication skills.
• Ability to effectively communicate with all organizational levels.
• Demonstrated ability to work independently and collaboratively as part of a team.

Preferences

• Bachelor's degree is a plus.
• Experience with Jack Henry, CT Lien, Loan Vantage, and OnBase is preferred.

Note: This job description is not exhaustive and may include additional duties as assigned to meet the needs of the organization.

Location Details : Aurora Main - River Street

This role is hybrid, allowing a combination of onsite and remote work subject to management approval. Actual scheduling may vary based on business requirements.

Compensation & Benefits

Base pay: $0.10 - 25.12 per hour.

Old Second is committed to fair pay practices, with compensation based on the pay range and the candidate's knowledge, skills, and experience.

Benefits: How We Support You - Old Second

We appreciate your interest in joining Old Second!

PENNYMAC

Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market.

At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.

A Typical Day

The Collateral Management Specialist is responsible for the review of the collateral files (i.e. note, mortgage, related riders and addendums, assignments, title insurance policy, etc.) for loans purchased by Pennymac, to ensure the enforceability of the loans and accuracy of the Note data.

The Collateral Management Specialist will :

• Manage the collateral review process of newly boarded purchased loans

• Assist in the clearing or curing of collateral issues and release of collateral

• Coordinate the delivery of collateral documents to investors and custodians

• Place collateral document orders with vendors

• Create collateral documents (i.e. Allonges, Endorsements, etc.)

• Perform other related duties as required and assigned

• Demonstrate behaviors which are aligned with the organization’s desired culture and values

What You’ll Bring

• 1+ years of mortgage or finance industry experience, preferably in loan servicing and in a high paced, customer service oriented operation

• Familiarity with the collateral documents files (i.e. note, mortgage, related riders and addendums, assignments, title insurance policy, etc.)

• Demonstrated ability to make decisions within set policies/procedures

• Ability to be trained and train on various Collateral Management related tasks

• Working knowledge of Microsoft Office (Excel, Word, PowerPoint, Visio)

Why You Should Join

As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.

Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include:

• Comprehensive Medical, Dental, and Vision

• Paid Time Off Programs including vacation, holidays, illness, and parental leave

• Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)

• Retirement benefits, life insurance, 401k match, and tuition reimbursement

• Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships

To learn more about our benefits visit:

For residents with state required benefit information, additional information can be found at:

Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below:

• Lower in range - Building skills and experience in the role

• Mid-range - Experience and skills align with proficiency in the role

• Higher in range - Experience and skills add value above typical requirements of the role

Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.

Salary

$40,000 - $60,000

Work Model

OFFICE

PENNYMAC

Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market.

At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.

A Typical Day

The Collateral Management Specialist is responsible for the review of the collateral files (i.e. note, mortgage, related riders and addendums, assignments, title insurance policy, etc.) for loans purchased by Pennymac, to ensure the enforceability of the loans and accuracy of the Note data.

The Collateral Management Specialist will :

• Manage the collateral review process of newly boarded purchased loans

• Assist in the clearing or curing of collateral issues and release of collateral

• Coordinate the delivery of collateral documents to investors and custodians

• Place collateral document orders with vendors

• Create collateral documents (i.e. Allonges, Endorsements, etc.)

• Perform other related duties as required and assigned

• Demonstrate behaviors which are aligned with the organization’s desired culture and values

What You’ll Bring

• 1+ years of mortgage or finance industry experience, preferably in loan servicing and in a high paced, customer service oriented operation

• Familiarity with the collateral documents files (i.e. note, mortgage, related riders and addendums, assignments, title insurance policy, etc.)

• Demonstrated ability to make decisions within set policies/procedures

• Ability to be trained and train on various Collateral Management related tasks

• Working knowledge of Microsoft Office (Excel, Word, PowerPoint, Visio)

Why You Should Join

As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.

Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include:

• Comprehensive Medical, Dental, and Vision

• Paid Time Off Programs including vacation, holidays, illness, and parental leave

• Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)

• Retirement benefits, life insurance, 401k match, and tuition reimbursement

• Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships

To learn more about our benefits visit:

For residents with state required benefit information, additional information can be found at:

Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below:

• Lower in range - Building skills and experience in the role

• Mid-range - Experience and skills align with proficiency in the role

• Higher in range - Experience and skills add value above typical requirements of the role

Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.

Salary

$40,000 - $60,000

Work Model

OFFICE

Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citro n, Dodge, DS Automobiles, Fiat, Jeep , Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys.

Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience

Our Benefits:

• Medical, Prescription Drug, Dental, Vision MDLive / Telemedicine
• 401k plan
• PTO - Vacation/ Holidays/ Flex Days/ Sick Days
• Educational Assistance
• Employee Assistance Program
• Long Term Disability
• Wellness Program
• Optional and Voluntary Benefits / Marketplace Discounts
• Employee Vehicle Purchase/Lease Program discount

Salary and Benefits:

At Stellantis Financial Services, we ask a lot of our employees which is why we give so much in return. In addition to your competitive salary, medical/dental/vision plan, and matching 401(k), we ll shower you with perks, including:

• Salary : $19
• Supplemental pay : Referral bonus
• Schedule: 8-hour shift between 8:00 am to 7:00 pm (Flexible with 8:00 am 5:00 pm, 8:30 am - 5:30 pm, 9:00 6:00 pm, 9:30am - 6:30 pm or 10:00 am 7:00 pm)
• Dress : Enjoy our comfortable business casual work environment

Position Summary :

The Collateral Specialist I is responsible for assisting the management of Stellantis Financial collateral by working with other partners, vendors, dealers, as well as support departments within the company, to ensure collateral documents are received and transferred to the custodian in a timely manner.

Essential Duties and Responsibilities:

• Assist with creating and preparing outstanding reports and acts as a liaison with the collateral manager and other SFS departments.
• Act as a liaison between SFS Alliance partners, banks, affiliates, and vendors on collateral exceptions, securitizations, close-outs and any other activity involving SFS collateral.
• Work with electronic files and documents provided by vendors, partners, banks and affiliates.
• Work vendor and in house reports to clear outstanding exceptions for missing documents and title paperwork in accordance with SFS policies and procedures to maintain quality.
• Collaborate with the Collateral Clerk and Title Clerk to track collateral files being sent to the custodian as well as the Titles department and the Houston Title Inventory and other SFS departments.
• Prepare reports for the various business units and by various statuses for use by staff and management and maintain stats on production.
• Prepare and send letters to borrowers or dealership on outstanding titles.
• Escalate unresolved collateral and titling issues to Lead / Supervisor / Manager for further action.
• Perform other clerical duties as needed such as filing, scanning, photocopying or faxing documents, ordering supplies and processing invoices.
• Maintain confidentiality due to regular access to specified personal information of consumers, including, but not limited to, Social Security numbers and dates of birth.
• Other duties may be assigned; responsibilities and activities may change.

Qualifications and Competencies Required: 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Experience:

• Minimum 1 year experience working with collateral management or similar processes.

Education:

• High school diploma and or/GED.

Skills Required:

• Good analytical and organizational skills with close attention to detail.
• Intermediate MS Office skill in Excel, Access, Word, and PowerPoint.
• Excellent oral and written communication skills.
• Ability to interface work autonomously and handle multiple projects simultaneously.

Overtime required required on an as needed basis.

Travel 0-10% - as required on an as needed basis.

Must have reliable transportation and live within a commutable distance to one of the following cities: Houston, TX

Qualifications Preferred:

• Minimum 1 year experience in Auto Industry, loan processing or title administration.

Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Work Schedule: This position requires the ability to work various shifts to accommodate business needs. Typically, between the hours of 8AM-6PM Monday through Friday and on weekends as needed. Travel is required 10% of the time.

Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.

#li-onsite

Job Title:
Business Analyst with Collateral Management
Location: Plano, Texas
Years of Experience: 7 10 Years
Job Summary:
Key skills we'¿re seeking:
Proven ability to lead product planning discussions, including defining MVPs, product releases, and deployment/migration strategies
Strong stakeholder engagement and requirement gathering skills
Expertise in translating business needs into development features and user/system stories
Excellent problem solving skills and ability to collaborate across Technology, Enterprise Architecture, and Business teams to resolve dependencies and define business rules
Bonus:
Prior experience in collateral management (Titles) or related financial domains
Relevant certifications

• Position Title: Technical Business Analyst/Consultant - Collateral Management
• Department: Front Office
• Location: EST time zone / Offshore or Nearshore/Remote

• Take complete accountability and guide all users on the firm's Collateral IT workflow.
• Perform business analysis to understand the requirements for all IT projects that help to improve efficiencies for new and existing applications related to the Collateral Operations department.
• Identify, document and manage risks. Recognize issues and proactively create solutions to mitigate adverse impacts.
• Identify, document and remediate gaps in processes and ensure the alignment of IT department with internal guidelines and industry best practices.
• COLLINE Support: Analyze, configure, and validate business workflows within COLLINE . Collaborate with technical teams for system setup, upgrades, and integration.
• Testing & Validation:
  • Design and execute test cases , test scripts, and acceptance criteria for SIT and UAT.
  • Validate COLLINE system behavior against business requirements and regulatory standards.
  • Track defects and work with developers for timely resolution.

• Bachelor's Degree in Computer Science, Management of Information Systems, or related business discipline(s).
• 8-12 years' work experience with IT or process engineering
• Process mapping/ process improvement experience
• Basic SQL query knowledge
• Experience as a business analyst working with Collateral Management applications, ideally AcadiaSoft products.
• Ability to prioritize and effectively manage multiple tasks
• Excellent interpersonal, written and verbal communication skills
• Highly motivated, self-directed individual with the ability to work independently and/or in team environments
• Effective presentation skills, combined with extreme attention to detail
• Strong analytical, problem solving, and decision making skills
• Collaborative team player and relationship builder