Mortgage Loan Servicing Specialist II

Position Summary

Duties & Responsibilities

• Respond to customer inquiries both by phone and email.
• Respond to internal customer inquiries via CRM and email.
• Process Loan Payments.
• File maintenance
• Maintain positive relationships with multiple lenders and support staff.
• Setup maintenance of automatic payments.
• Verification of Mortgages
• Assist other areas and special projects as needed.
• Filing of all documents received.
• Payoff Transactions
• Verification of newly boarded loans
• Verification of maintenance
• Daily report monitoring
• Balancing of internal General Ledgers
• Assist other areas and special projects as needed.
• Manage flow of Mortgage loans into system
• Process all retail loan modifications, renewals, and extensions.

Education & Experience

Knowledge of:

• Knowledge of lending process
• High level knowledge of lending system
• Familiar with bank compliance and regulatory requirements
• Strong oral and written communication skills

Ability to:

• Make independent decisions for which there are not always precedents.
• Demonstrate a proactive approach to incorporating changes in processes and procedures with focus on improving customer service and process efficiency.
• Perform duties under frequent time pressures.
• Demonstrate effective problem resolution by making effective recommendations and implementing appropriate action.
• Work independently with frequent interruptions.

Education and Training:

• Requires High School diploma; higher education preferred.
• Experience with lending preferred.
• Requires knowledge of Microsoft Office.