Investment Specialist jobs in Rock Hill, SC
Investment Specialist invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Tracks market rates, sets rates to be paid, and the daily quantity to be sold. Being an Investment Specialist prepares periodic investment reports. Requires a bachelor's degree. Additionally, Investment Specialist typically reports to a manager. Investment Specialist is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Specialist jobs
Disclosure Specialist
- Two Harbors Investment Corp.
-
Fort Mill, SC
FULL_TIME
-
Position Summary
This position performs all functions related to the production of initial TRID Disclosure documents as well as the preparation and delivery of Change of Circumstance redisclosure documents related to fee increases and rate lock adjustments. The Analyst will evaluate all information supplied by Mortgage Consultant to ensure loans are compliant with established Regulatory guidelines and procedures.
Essential Job Functions- Ensure correct template is chosen for applicable State and loan program.
- Review disclosures for accuracy from the information provided by the Loan Officer on the new Uniform Residential Loan Application to ensure a valid application has been received and all 6 pieces of RESPA information are present (1. Name, 2. Income, 3. Social Security Number, 4. Property address, 5. Estimate of property value and 6. Mortgage loan amount sought).
- Ensure all Disclosure screens in Encompass are completed.
- Ensure HDMA information is completed properly.
- Ensure all applicable costs are applied to the loan file.
- Prepare RESPA-TILA- TRID disclosures to our borrowers within the Regulatory required timeframe.
- Maintain an understanding of the loan products offered to ensure specific guidelines are followed and specific disclosures included.
- Adhere to all Regulatory Requirements around the disclosure process - from application date and 3-day Regulatory Requirement.
- Daily pipeline management of loan files through Encompass.
- Maintain an excellent level of Customer Service.
- Prepare the Change of Circumstance (COC) process to prepare explanation letter and update loan estimate with any possible required disclosures in an efficient manner and within three days of receipt of change documentation.
- Communicate with secondary to assure accuracy of fees associated with rate lock and/or rate lock extensions.
- Communicate with processing and Loan Officer to redisclose increased charges for credit report, appraisal, title, etc.
- Communicate with closing to ensure the closing date is not impacted by the redisclosure of the loan estimate.
- Communicate any concerns of a Regulatory nature to the Supervisor.
- Review the Mavent Compliance document for any errors which would include the Qualified Mortgage and Ability to Repay requirements. Address any concerns applicable or escalate to Manager.
- Maintain a high level of awareness and knowledge of regulatory compliance requirements and assist in identifying significant compliance risks.
- Adhere to Round Point’s commitment to regulatory compliance.
- Perform other duties as assigned.
- High School diploma or equivalent required.
- 2 years of experience in a mortgage regulatory position.
- Knowledge of consumer regulations—RESPA, TILA, TRID, HMDA, ECOA and any and all Fair Lending laws.
- Proficiency in Encompass Software preferred and the ability to readily learn and operate effectively in other business technology applications required.
- Ability to work overtime when needed.
- Strong organization and time management skills as well as attention to detail.
- Knowledge of conventional and government loan programs.
- Strong analytical skills and ability to use independent judgement and discern the practical application of regulatory and legal requirements.
- Advanced working knowledge of Microsoft Word and Excel.
- Maintain sense of urgency.
- Maintain a level of professionalism when communicating with external clients/parties.
- Ability to effectively communicate across multiple departments-originations, underwriting, secondary, processing and closing.
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public.
Grow. Make a difference. Have fun along the way.
Our mission is to serve our homeowners and all of their homeownership needs. We do this by embracing challenges, executing with excellence, and fostering a positive work culture that encourages personal and professional growth. We are on the fast track to becoming the premier marketplace for all things home, and the National Mortgage News and Best Companies Group just named us one of 2019's Best Mortgage Companies to Work For! Without a doubt, RoundPointers are what make this company a great place to work! That’s why we hire individuals who share our core values: Energy, Ethics, Execution, Everyone, and Earn it!
As a RoundPointer, we will empower you to innovate, provide meaningful solutions, set goals and crush them, play hard, and give back to the community! Our secret sauce is our mantra, All In. All Win. Together, we can achieve great things!
Physical Demands & Working Conditions
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. 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 talk or listen.
- The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
- The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
- The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
- Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
- The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.
- 1 Month Ago
Loss Analysis Specialist
- Two Harbors Investment Corp.
-
Fort Mill, SC
FULL_TIME
- Position Summary The Loss Analysis Specialist is responsible for monitoring and completing all activities related to the loss analysis review of all claims in accordance with statutory compliance, reg...
- 8 Days Ago
Regulatory Change Management Specialist
- Two Harbors Investment Corp.
-
Fort Mill, SC
FULL_TIME
- The Regulatory Change Management Specialist will be primarily dedicated to supporting the company’s compliance with federal and state residential mortgage servicing laws and regulations, as well as in...
- 1 Month Ago
Records Management Supervisor
- Two Harbors Investment Corp.
-
Fort Mill, SC
FULL_TIME
- Position Summary The Records Management Supervisor is responsible for overseeing all processes related to full lien releases and loan file documents including intake, identification, scanning, indexin...
- 15 Days Ago
Loss Mitigation Oversight and Implementation Manager
- Two Harbors Investment Corp.
-
Fort Mill, SC
FULL_TIME
- Position Summary The Loss Mitigation Oversight and Implementation Manager provides leadership, direction, and coordination of all activities for functions specific to the Loss Mitigation Operation. Th...
- 15 Days Ago
Assumption Mortgage Loan Consultant
- Two Harbors Investment Corp.
-
Fort Mill, SC
FULL_TIME
- Position Summary The MLCI will gain the necessary licensure to originate assumption mortgage loans. Mortgage Loan Consultants report directly to the Assumption Manager and, upon licensure, work closel...
- 10 Days Ago
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0 Investment Specialist jobs found in Rock Hill, SC area
Senior Investment Sales Advisor
- Sands Investment Group
-
Charlotte, NC
- Description Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is...
- 4/23/2024 12:00:00 AM
Junior Financial Advisor
- A4 Wealth Advisors, LLC
-
Charlotte, NC
- Job Description Job Description Are you ready to put your skills and experience to work at a dynamic, independent, priva...
- 4/23/2024 12:00:00 AM
Junior Financial Advisor
- A4 Wealth Advisors Llc
-
Charlotte, NC
- Job Description Job Description Are you ready to put your skills and experience to work at a dynamic, independent, priva...
- 4/22/2024 12:00:00 AM
Senior Investment Sales Advisor
- Sands Investment Group
-
Charlotte, NC
- Description Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is...
- 4/21/2024 12:00:00 AM
Banking Center Manager, Float Position
- First Horizon
-
Charlotte, NC
- About Us First Horizon is a leading regional financial services company, dedicated to helping our clients, communities a...
- 4/21/2024 12:00:00 AM
Investment Sales Supervisor
- Corporate One FCU
-
Charlotte, NC
- Job Description Job Description We are seeking an Investment Sales Supervisor to join our Investments team. Candidates m...
- 4/20/2024 12:00:00 AM
Financial Planning and Investment Analyst
- Ryan Consulting Group
-
Charlotte, NC
- Job Description Job Description ROLE AND RESPONSIBILITIES: - Support financial managers in delivering timely and accurat...
- 4/20/2024 12:00:00 AM
Investment Product Sales Specialist (Remote Possible)
- Equitable
-
Charlotte, NC
- At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences m...
- 4/19/2024 12:00:00 AM
About Rock Hill, South Carolina
Rock Hill is the largest city in York County, South Carolina, United States and the fifth-largest city in the state. It is also the fourth-largest city of the Charlotte metropolitan area, behind Charlotte, Concord, and Gastonia (all located in North Carolina, unlike Rock Hill). As of the 2010 Census, the population was 66,154. In 2016, the population had increased to 72,937.
The total population of Rock Hill inside the city limits and outside the city limits as of 2017 was estimated at 117,375 people.
The city is located approximately 25 miles (40 km) south of Charlotte and approximately 70 mi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$102,923 to $174,001
Rock Hill, South Carolina area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does an Investment Specialist do?
Investment Specialist in Salem, OR
The UK stock market’s mix of domestically-focused and multinational companies provides compelling long-term investment opportunities, allowing investors to build strong and internationally diversified portfolios—while benefiting from the high corporate governance and regulatory standards that are a key attraction of any UK investment.
November 27, 2019
The role is to communicate with investors and act as a stand in for the Portfolio Manager - since they are busy with the investment side.
January 02, 2020
Investment Specialist in Reno, NV
Identify customers ‘ investment needs by basic financial planning modules.
February 16, 2020
Investment Specialist in Portsmouth, NH
UNCDF is structured around on-balance-sheet de-risking investments and off-balance-sheet third party managed funds, for which UNCDF sources pipeline aligned with the SDGs, particularly in Least Developed Countries.
January 15, 2020