Payment Processing/New Loan Specialist

Overview

The purpose of this job is to set loan information on mortgage system and on correspondent loans, post and balance mortgage payments.

Responsibilities

• Responsible for inputting new loan data into the mortgage loan servicing system, posting fees and ensuring that the information boarded and interfaced is accurate and loan fees balanced. In addition, responsible for ordering welcome packages for delivery to customers, as well as, balancing daily financial batches and working with other areas to resolve new loan issues.
• Responsible for assisting in the payment processing area with posting payments and balancing the work in addition to cross training to assist with other duties.
• Responsible for assisting with customer calls, questions and inquiries.
• Prepping new loan files for data input
• Data Input of new loan information and balancing
• Open and sort route mail for payment posting
• Posting mortgage payments
• Daily financial batch balancing
• Make sure we follow the regulatory requirements with regard to payment processing and new loan set up
• Customer Service
• Perform additional duties as assigned.

Qualifications

• High School education
• Mortgage loan servicing experience (Teller, accounting clerk, cashier, data entry clerk or similar role may be acceptable)
• Ability to work independently, successfully prioritize multiple functions and meet deadlines
• Possess good written and verbal communication skills
• Strong customer service skills and the ability to multi-task
• Positive attitude and a customer first focus
• Organizational skills
• Detail oriented with emphasis on accuracy
• Good Data Entry and 10 Key Skills
• 2 years of college preferred
• Knowledge of mortgage documents/processes preferred