Interim Whole Loan Settlement Specialist (Project)

Our client in the investment industry is looking for an Interim Whole Loan Settlement Specialist to join their team in the San Fernando Valley.


Job Description:

  • Perform daily trade confirmation and settlement
  • Prepare redline letter for each trust and originator
  • Produce and send direction letter for documents execution
  • Oversee collateral shipment and retrieve tracking
  • Prepare and review PPTL vs trade ticket
  • Prepare, review and compare redacted tape from the trustee
  • Assist Portfolio Managers to ensure collateral allocation is done
  • Assist originators and doc custody to resolve document exceptions
  • Prepare and reconcile monthly doc custody invoices



  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work both independently and collaborate as part of a team
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Able to adapt to changing priorities
  • Detail-oriented
  • Strong work ethic



  • Bachelor’s degree preferred and a minimum of 2 years’ relevant experience


Dora DangInterim Whole Loan Settlement Specialist (Project)