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Mortgage Loan Servicing Assistant
Job Description
Summary:
Provide administrative support and technical assistance to loan processing operations.
Essential Functions and Responsibilities:
Including but not limited to:
•
Document Management:
Assist in the organization and maintenance of all loan documents for all loan files.
•
Insurance Disbursement:
Disburse Insurance - Obtaining insurance invoices for escrowed and non-escrowing loans.
•
Exception Tracking:
Document exception tracking for all non-escrowed loans.
•
Property Tax Tracking:
Track and Disburse Property taxes along with notifying the county of new escrowed loans and loans that have been paid off.
•
Escrow Analysis:
Escrow Analysis - Annual escrow statement review and mailing.
•
File Servicing & Scanning:
Organizing, scanning, and servicing related documents.
•
Time & Record Management:
Proven ability to organize priorities, meet deadlines, and manage peak periods of activity while maintaining related paper records.
•
System File Maintenance:
Responsible for performing routine updates to ensure accurate customer records, interest rates, account statuses, and system configurations.
•
Investor Reporting:
Ensures full compliance with investor guidelines.
•
Additional Duties:
Complete other duties as assigned by management.
Knowledge, Skills, and Abilities:
• Attention to
Detail:
Attention to Detail
•
Mathematical Proficiency:
General Math Skills
•
Communication:
Written and Verbal Communication
•
Ethics & Standards:
Integrity
•
Time Management:
Ability to Multitask and Meet Deadlines
•
Financial Acumen:
Financial Skills
•
Technical Proficiency:
Financial Software Knowledge
•
Quality & Accuracy:
Thoroughness
•
Record Keeping:
Documentation Skills
•
Professional Growth:
Strive for
Continual Improvement Education and Experience:
•
Academic Credentials:
High school Diploma or equivalent; degree in finance, business administration, or related field preferred.
•
Relevant Background:
Minimum two-year relevant work experience preferred.
•
Knowledge of CSI Loan System Preferred:
Familiarity with using CSI core banking software for loan documentation, tracking, servicing, or account maintenance.
Pay:
$21.00 - $27.00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Tuition reimbursement Vision insurance
Work Location:
In person
Benefits
- Paid Time Off (PTO)
- Financial Aid/Assistance
- 401(k) Plans
- Health Insurance