Mortgage Specialist_CSR

Full Time
Arlington, TX 76006
Posted
Job description

Under general supervision, provide consumer and real estate loan account information, respond to customer inquiries via telephone and written correspondence. Research and resolve simple customer problems and assist other loan servicing units as needed. Ensure compliance with federal, state, and investor agreements, and any Bank policies and procedures as pertaining to the servicing of real estate and consumer loans.
Major Responsibilities:

  • Evaluate and respond to all customer and Bank personnel inquiries via telephone and written correspondence.
  • Maintain on-line information in response to customer needs, to include coupon ordering, name and address changes, history and amortization requests, and other miscellaneous requests as needed.
  • Prepare forms, pre-written business letters, short memos, reports, documents and instruments.
  • Distribute and file forms, correspondence, instruments, daily mail and systems reports.
  • Operate PC and / or mainframe terminal, microfiche and standard office equipment.
  • Analyze and resolve payment inquiries / problems, research title, escrow and year-end documents.
  • Inform customers of consumer and real estate product lines, answer questions on such items, and make referrals to loan production offices.
  • May assist other loan servicing units as needed
  • Call center experience needed
  • Provide a high level of quality customer service to all facets of bank assigned customers.
  • Analyzing selected data and make recommendations regarding exposure and possible risk to the Bank on new accounts, wire transfers, overdraft conditions and uncollected funds usage.
  • Respond to customer inquiries regarding deposit products, account analysis, service charges, cash management services and investment opportunities.
  • Review credit reports, gather information, recommend items to be returned or paid and inform account officers.
  • Contact customers in accordance with request from account officer.
  • Approve checks and wires within assigned limits.
  • Handle exception wires and account transfers.
  • May need experience with online collection software.
  • Works under general supervision; typically reports to a supervisor or manager.
  • A certain degree of creativity and latitude is required.

Job Types: Full-time, Contract

Salary: $20.00 - $21.00 per hour

Schedule:

  • 8 hour shift

Experience:

  • mortgage: 1 year (Preferred)
  • Call center: 1 year (Preferred)

Work Location: One location

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