Loan Servicing Specialist

Prevail Bank

Loan Servicing Specialist

Medford, WI +1 location
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k) matching

    Opportunity for advancement

    Paid time off

    Position Summary: Loan Servicing is responsible for all aspects of residential mortgage and consumer loans after origination, including moving the documents to secure storage in the core system, monitoring and collecting post-closing documents, and servicing the loan.

    Duties and Responsibilities:

    Perform loan maintenance and make additional notations within core system

    Prepare loan files for imaging & index loan those files to doc storage

    Manage and complete payoffs on core system.

    Prepare and electronically record all loan satisfactions

    Review final title policies and recorded mortgages and index to doc storage

    Conduct payment reversals to correct errors and track for front line training

    Cancel internal/ACH payments on paid off loans, as needed

    Scan & index maintenance that is done in core system

    Manage daily loan maintenance reports & process/scan completed maintenance

    Update customer information in core system, as needed

    Process construction loan draw requests

    Monitor Escrow accounts and complete Annual Escrow Analysis

    Monitor ARM Accounts and prepare and send Annual ARM Adjustment notices

    Handle MGIC premiums and other escrow account payouts

    Monitor loans for evidence of current hazard and flood insurance coverage

    Obtain force placed insurance coverage when required

    Book loan modifications

    Assist with various loan report requests

    Prepare & submit required reporting for secondary market investor loans

    Ensure secondary market loans are maintained following all investor requirements

    Perform other duties as required to fulfill the responsibilities of the position

    Follow & ensure compliance with not only Bank policies and procedures, but also all applicable federal and state banking regulatory agency policies

    Comply with bank standards for attendance and hours of work.

    Qualifications:

    Education/Experience: Minimum two-year degree in business related field or equivalent work experience. Two/three years of bank loan processing or title experience preferred. Previous financial institution customer service experience preferred.

    Skills and Abilities:

    Adaptability: Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations.

    Attention to Detail: Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details.

    Change Management: Must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff.

    Customer Orientation: Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty.

    Oral/Written Communication: The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff.

    Professionalism: Project a positive image of the bank to all internal and external customers.

    Time Management: Ability to effectively manage one’s time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks.

    Team Player: Must view oneself as part of an overall team. This includes supporting others throughout the entire bank to achieve the overall goals of the bank.

  • Locations
    Medford, WI • Eau Claire, WI