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Finance
Credit / Loan Counselor
Becker, MN

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Sherburne Bank

Mortgage Loan Servicing Assistant

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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