Sr. Mortgage Servicing Specialist

    • Job Tracking ID: 512439-818942
    • Job Location: Dunedin, FL
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: May 13, 2022
    • Years of Experience: Not Applicable
    • Starting Date: ASAP
Invite a friend
facebook LinkedIn Twitter Email

Job Description:


Dominate in service by providing first and second mortgage services to the membership. Loans to be serviced in accordance with established policies and procedures.

Key Result Areas:

  • Validate new loan boarding to ensure loans are set up and funded accurately as per the loan documentation
  • Prepare New Mortgage Collateral Files
  • Label and File New HELOC Collateral Files
  • Maintain Collateral Tracking Log and follow up on past due items
  • Review analyze and process partial release of collateral requests
  • Review, analyze and process subordination requests
  • Review, analyze and process insurance loss checks
  • Prepare and submit the Quarterly Exception Report
  • Compile report of loans to be used for FHLB Reporting each quarter
  • Provide back up and assistance to the mortgage servicing specialists
  • Review, editing and processing of year- end data for the 1098 Mortgage Interest Statement
  • Assist with the processing of the daily first mortgage payment sweep function, accurately posting payment exceptions and monitoring balance in payment sweep general ledger
  • Respond to member inquiries via telephone call and email, timely, accurately and professionally. Research and resolve any disputes.
  • Responsible for upholding all credit union ethical standards
  • Represents the credit union in a courteous and professional manner
  • Maintain mortgage servicing procedures
  • Run month end and year end processes
  • Test and schedule upgrades to the mortgage servicing software. Prepare/revise procedures and train servicing team on new fields or processes included in each upgrade
  • Interface with other departments, third party vendors and financial institutions to promote teamwork and high quality customer service.
  • Perform other essential job functions as assigned

Experience and Skills:

Required Education:

  • High school diploma or GED

Required Experience:

  • Minimum 3 years mortgage loan servicing

Required Skills:

  • Proficient in Microsoft Office Suite to include Outlook
  • Strong oral and written communication skills
  • Mathematical aptitude/debits and credits/proofing
  • Common office equipment including PC Computer, 10 key calculator
  • Data entry
  • Good interpersonal skills
  • Organize and detail oriented
  • Demonstrates professional maturity
  • Ability to work effectively under specific time constraints
  • Ability to work independently and prioritize tasks

Required Licenses:

  • NMLS registration required