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