Loan Servicing Specialist II
- USA
- Permanent
- Full-time
- Knowledge and utilization of a limited set of systems/technology
- May be responsible for training new associates
- Assists in providing guidance to other loan specialists
- Adherence to operational controls, including compliance with all required regulations and policies
- Knowledge base of loan fields and their impact in the loan servicing system
- Participates in special projects
- Assists in research for internal and external audits
- Maintains and updates policies and procedures to reflect current process of job functions
- Other moderate to complex duties including research and resolution
- Call agent – answers telephone and effectively communicates with internal and external clients
- Balances daily tickets and may assist others
- Ability to post and understand most types of loan transactions including loan payment corrections, collections processing, lease transactions, and other moderate to complex items
- Processes large volumes of insurance and property tax payments in a timely and compliant manner
- Understands and can effectively communicate about escrow analysis and escrow processing
- Quotes payoffs which may include a variety of fees and/or complex calculations
- Creates letters and correspondence
- Reviews data for accuracy
- Completes a large volume of work in an efficient and accurate manner
- High school diploma or equivalent
- 3 years operations and/or financial experience
- Ability to manage workflow and delegate as appropriate
- Intermediate knowledge of appropriate industry standard software (i.e. core banking and imaging)
- Intermediate knowledge using Microsoft Office
- Ability to define problems, collect data, establish facts, draw valid conclusions and escalate as necessary
- Strong written and verbal communication skills
- Must demonstrate the ability to change priorities quickly, handle multiple priorities, work effectively under time constraints, and contribute to the team effort
- Strong attention to detail and level of precision
- Must have ability to listen and collaborate
- Financial, banking and/or operation knowledge
- Strong customer service experience
- Familiarity with departmental documentation
- Familiarity with specific departmental processes
- Familiarity with relevant rules and regulations
- Ability to respond professionally and with solutions, to common inquiries or complaints from the business line
- Detailed and proficient with multi-tasking
- Ability to perform in a high volume, stressful environment that works within deadlines
- Ability to handle moderate to complex tasks to support the department
- Follows established procedures or guidelines
- Applies guidelines with proficiency
- Collaborates and communicates with management so management can make appropriate decisions, as needed
- Supports the strategic initiatives
- May be responsible for mentoring and training new associates
- Assists in providing guidance to other loan specialists
- Frequently lifts and carries less than 50 pounds
- Frequently sits, stands and walks
- Ability to work on a computer most of the day
- May sit or stand for long periods of time
- Annual company required training or other training as required