Jobs · Finance · Pennsylvania

Mortgage Servicing Specialist I

Univest · Souderton, PA · 1 mo ago
On-siteFinanceFull-time

Responsibilities

  • Sort, label, and file loan files in vault
  • Process mail and FedEx packages
  • Scan documents into Microsoft Office and archive them in the Jack Henry banking system
  • Monitor Tax Reports received from LERETA Tax Services and add new bills to spreadsheet
  • Disburse payments from escrow for quarterly and yearly tax bills
  • Disburse payments from escrow for monthly payments to PMI companies
  • Input new mortgage loans to the JH Banking System and verify accuracy, especially with escrow amounts
  • Perform quality control of mortgage and escrow documents scanned in Synergy Imagining System after loan input
  • Fund mortgages sold to investors via Jack Henry and maintain Excel spreadsheet for reporting purposes
  • Respond to telephone and email requests from internal and external customers for mortgage loan information
  • Respond to telephone and email requests from internal and external customers for mortgage escrow information and handle annual escrow analysis statement questions
  • Process the addition and removal of escrow accounts based on investor guidelines
  • Respond to other duties as assigned

Qualifications

  • A High School Diploma or GED equivalent
  • Excellent customer service, telephone skills, written and verbal communication
  • Understanding of mortgage loan documents and processing (including escrow)
  • Ability to work independently and as part of a team
  • Ability to prioritize, organize, and enter data accurately
  • Advanced PC, Word, Excel skills

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