Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.
Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.
The primary function of this position is to accurately record all the residential mortgage loan HMDA data and the timely submission of the HMDA LAR. Due to the highly regulated nature of the mortgage business, this individual is responsible for ensuring that our HMDA data is complete, recorded properly, accurately, timely and adheres to all HMDA regulations. An ideal candidate will have experience with the collection of HMDA data and will be able to juggle numerous tasks, be detailed oriented, and work well independently and under pressure.
The secondary function of this position will be to support management with residential lending and loan servicing compliance efforts and perform testing or monitoring as appropriate to ensure regulatory guidelines are followed. And this role also has supervisory responsibilities for Compliance Specialist I staff members.
Other Regulatory Compliance Responsibilities:
Boston Private is an Equal Opportunity Employer