Hybrid Customer Service Associate, Mortgage Servicing

Posted 2 months ago

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About the role

  • Customer Service Associate handling inquiries about loan servicing at University Bank. Managing inbound/outbound calls and assisting borrowers with various account inquiries.

Responsibilities

  • The Customer Service Associate (CSA) is responsible for taking incoming calls on a multiple phone line system (queue) in addition to making outbound calls.
  • The CSA will assist borrowers with inquiries about loan balances, escrow accounts, payment history and payment processing.
  • CSA will also need to be aware of and explain consumer regulatory rights and coverage.
  • Manage large amounts of inbound and outbound calls in a timely manner.
  • Identify customers’ needs, clarify information, research issues, and provide solutions.
  • Maintain ownership of calls throughout the lifecycle of a customer’s request, including follow-ups.
  • Keep records of conversations in our call center database.
  • Meet team qualitative and quantitative targets.
  • Process ACH payments, following the ACH process.
  • Utilize Black Knight platform to review borrower accounts for the following information: Payment history, Payoff statements, PMI status, Escrow Analysis.
  • Update contact information.
  • Make outgoing Welcome calls to new MLS customers: Answer any initial questions the customer has in regard to the servicing of the loan.
  • Verify mailing address, social security numbers, and phone numbers.
  • Assist customers with website registration and explain payment options.
  • Make other outbound calls as assigned.

Requirements

  • High school diploma (or equivalent) required.
  • Previous experience in mortgage loan servicing desired.
  • Minimum of 1-year previous customer service experience required.
  • Knowledge, Skills, and Abilities Maintain & foster positive relationships with customers and business partners.
  • Complete all assigned tasks and training in a timely manner.
  • Provide professional communication in both oral & written expression.
  • Excellent organizational & analytical skills.
  • Excellent attention to detail.
  • Ability to handle highly sensitive confidential information.
  • Ability to multitask, set priorities and manage time effectively.
  • Experience with email, MS Word, MSP.
  • High degree of dependability.

Benefits

  • Flexible working environment

Job title

Customer Service Associate, Mortgage Servicing

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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