Investment Specialist jobs in South Carolina

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)

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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.
    Additional Responsibilities:
    • Perform other duties as assigned.
    Qualifications
    • 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.
    Round Point’s Employee Value Proposition:
    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.
  • 11 Days Ago

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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...
  • 21 Days Ago

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Real Estate Investment Sales Specialist
  • Giving Tree Realty
  • Charleston, SC FULL_TIME
  • Are you a motivated and results-oriented multi-tasker with a successful track record of exceeding your goals? We currently have a full-time opportunity for an organized and personable real estate acqu...
  • 9 Days Ago

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Real Estate Investment Sales Specialist
  • Blake Sloan Real Estate
  • Myrtle, SC FULL_TIME
  • We are a high-performance real estate team on the lookout for a full-time Real Estate Acquisitions Specialist. In this heavy phone sales-based role you’ll hunt, prepare, and close deals, and ensure ea...
  • 11 Days Ago

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Office Specialist-Immediate start
  • TruGreen - Lawn Specialist
  • Summerville, SC FULL_TIME
  • TruGreen is Now Hiring Lawn Specialists!00 per Hour - Comprehensive Benefits 00 per hour Average income is $850 - $1,200 per week* - Based on hourly rate and average bonuses earned for qualifying spec...
  • 20 Days Ago

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Office Specialist, Now Hiring
  • TruGreen - Lawn Specialist
  • Summerville, SC FULL_TIME
  • TruGreen is Now Hiring Lawn Specialists!00 per Hour - Comprehensive Benefits 00 per hour Average income is $850 - $1,200 per week* - Based on hourly rate and average bonuses earned for qualifying spec...
  • 20 Days Ago

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Investment Specialist
  • Levanti Wealth
  • Job Title: Investment Specialist Location: South Florida (Dade, Broward, Palm Beach). Remote is possible based on experi...
  • 3/28/2024 12:00:00 AM

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Investment Specialist
  • The London Company
  • Richmond, VA
  • Job Description Job Description Investment Specialist - The London Company Founded in 1994, The London Company is a majo...
  • 3/28/2024 12:00:00 AM

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Trust Investment Specialist
  • ACNB BANK
  • Gettysburg, PA
  • Job Description Job Description Come join our team!!!! Founded in 1857 we are a highly successful community bank where c...
  • 3/28/2024 12:00:00 AM

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Associate Financial Advisor
  • Johnson Brunetti Retirement & Investment Specialists
  • Needham, MA
  • Associate Financial Advisor Are you looking to grow and be part of a successful team? Are you driven, self-motivated and...
  • 3/28/2024 12:00:00 AM

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Investment Specialist
  • The Spaventa Group
  • Ronkonkoma, NY
  • The Spaventa Group (“TSG”) is a leading investment company located in new New York. We invest across various asset class...
  • 3/27/2024 12:00:00 AM

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Senior Investment Specialist (1823103)
  • Tier4 Group
  • Milwaukee, WI
  • Our Fortune 100 client in Franklin is seeking a Senior Investment Operations Specialist to focus on the execution and de...
  • 3/27/2024 12:00:00 AM

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Investment Specialist
  • Madison Professional Group- Financial Advisory Recruiters
  • Fort Worth, TX
  • The purpose of your role as described is to work in the Investor Center, where you will focus on developing customized f...
  • 3/24/2024 12:00:00 AM

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Client Relationship Coordinator
  • Johnson Brunetti Retirement & Investment Specialists
  • Wethersfield, CT
  • Client Relationship Coordinator If you are a go-getter who is strong at using persuasive language, asking in-depth quest...
  • 3/24/2024 12:00:00 AM

South Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the Southeastern United States and the easternmost of the Deep South. It is bordered to the north by North Carolina, to the southeast by the Atlantic Ocean, and to the southwest by Georgia across the Savannah River. South Carolina became the eighth state to ratify the U.S. Constitution on May 23, 1788. South Carolina became the first state to vote in favor of secession from the Union on December 20, 1860. After the American Civil War, it was readmitted into the United States on June 25, 1868. South Carolina is the 40th most extensive and 23...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$100,161 to $169,327

Investment Specialist in Oakland, CA
Job Description Mortgage SpecialistSTRATEGIC ROLEThe Mortgage Specialist position is a member of a.
February 09, 2020
Investment Specialist in Richland, WA
Manages relationship between investment product house and brokers to sell products and provide detailed product information and performance results.
November 29, 2019
Investment Specialist in Anchorage, AK
Job Description Reporting to the Quality Assurance Manager (QAP), the Quality Assurance Specialist is.
December 22, 2019