Supervisor, Invoice Mgmt

Summary

The Supervisor, Invoice Mgmt will be responsible for the monitoring and management of the default invoice processing support staff. The Supervisor Invoice Management (Mgmt) will carry out managerial responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities may include interviewing, hiring, and training of employees; planning assigning and directing work; appraising performance; addressing complaints and resolving problems. Responsible for submitting status reports weekly, monthly or as determined by senior management.

Essential Job Functions may include:

• Problem solve and seek out new solutions to issues and/or workarounds

• Establish and maintain strong, effective working relationships with default staff, attorney and vendor clients and servicing/investor partners

• Maintain a high level of customer service through proactive communications with investors, attorney/vendor partners and employees

• Review and verify all invoices, back up documentation and check requests

• Sort, code and match invoices

• Reconcile accounts payable transactions and assure timely payment remittance and accuracy

• Research and resolve invoice discrepancies and issues

• Correspond with vendors and site employees

• Act as a point of contact/liaison, ensuring that policies and procedures relating to invoicing and remittance are followed, including compliance with federal laws and regulations

• Pulls monthly reports and performs audits verifying accuracy of invoices submitted for payment

• Works closely with Change Management and assists with UAT pre/post testing for implementation of new invoice type or changes based on insurer/investor guidelines

• Demonstrates professional behavior and teamwork, is punctual, dependable and adheres to Company policies and procedures

• Ability to work necessary hours to ensure success

• Ability to review invoices with increased approval limits

• Responsible for serving as a peer coach and trainer

• Ability to provide accurate monthly reports to management

• Basic knowledge of State requirements, CFPB, RESPA, FCRA, ECOA, and TILA requirements, including the most recent changes to these regulations

• Navigation and usage of Loanserve, Tempo, EDMS, ECMS, SharePoint, and iClear.

• Maintain regular and punctual attendance.

Other Related Duties:

Performs other related duties as assigned.

Supervisory Responsibilities:

Manages staff and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Excellent organization skills

• Attention to detail with an elevated level of accuracy

• Excellent communication skills

• Analytical and Problem-Solving skills

• Works well in a team environment

• Ability to meet deadlines in a fast-paced environment

• Ability to manage time well and prioritize tasks

• Microsoft Office experience and advanced Excel knowledge

• Ability to read and write in English to effectively communicate in writing as well as verbally in person and over the phone

• Ability to effectively present information to supervisory, etc.

• Ability to write reports and correspondence

• Ability to read, analyze and interpret documents such as technical journals, financial reports, legal documents, policies and procedures

• Ability to calculate basic financial figures and amounts

• Proficient in computer skills and knowledge of word processing, spreadsheet, accounting, general ledger, accounts receivable, accounts payable, e-mail and internet software

• Professional appearance and demeanor

• Ability to define problems, collect data, establish facts, and draw valid conclusions

• Ability to work with little supervision.

• Must be able to handle high volumes in a fast-paced environment.

• Ability to meet critical departmental and federal timelines with accuracy and efficiency.

• Ability to build relationships with both internal and external clients/vendors.

• Dedicated team player.

• Strong work and business ethics

• Must be able to handle high volumes in a fast-paced environment.

• Analytical and Problem-Solving skills

Education and/or Experience:

• Bachelor’s degree (B.A) from a four-year college or university; one to two years related experience and/ or training; or equivalent combination of education and experience.

• Proficient in MS Word, Excel, Adobe Acrobat and knowledge of various file formats.

• Minimum 3 years mortgage servicing experience preferred

Language Skills:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills:

Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.

Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Personal/Organizational Contacts:

Some contact with others; including general public. Purpose of contacts is to provide explanation or interpretation of information. May handle confidential information and some complex matters.

Customer Service Relationships:

Requires moderate interpersonal and communication skills to ensure that customer requests or needs are met. Acknowledges and clarifies customer inquiries, requests, or complaints to ensure that needs are identified, documented and addressed.

Work Complexity:

Tasks are multiple and diverse with some interrelationship across processes. Work requires the direct application of a variety of procedures, policies and/or precedents.

Independent Judgement/Problem Solving:

Performs duties within scope of general Company policies, procedures and objectives. Analyzes problems and performs needs assessments. Uses judgment in adapting broad guidelines to achieve desired result. Regular exercise of independent judgment within accepted practices. Makes recommendations that affect policies, procedures and practices. Refers exceptions to policy and procedures to the supervisor.

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 frequently required to sit and talk or hear.  The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms.  The employee must occasionally lift and/or move up to 25 pounds.

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.

Equal Employment Opportunity

Freedom Mortgage is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities

The following statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. Freedom Mortgage Corporation may change the specific job duties with or without prior notice based on the needs of the organization.