Representative I, Consumer & Mortgage Servicing, South Bend, IN jobs in United States
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1st Source Bank ยท 5 months ago

Representative I, Consumer & Mortgage Servicing, South Bend, IN

1st Source Bank is a financial institution focused on providing loan services. They are seeking a Representative I to handle inbound calls from consumer and mortgage customers, manage escrow accounts, and maintain accurate loan records.

BankingFinanceFinancial Services

Responsibilities

Responsible for taking inbound calls from consumer and mortgage customers
Administers escrow accounts, including tax, insurance and MIP/PMI payments and ensure timely disbursements
Maintains accurate and up-to-date loan records in the system related to customer service notes, insurance maintenance and follow-up and other relevant information
Responsible for the completion and delivery of all payoff quote requests in a timely manner
Generates reports and/or complete project work as needed
Regular and predictable attendance is an essential requirement of the position
Responsible for the completion of all compliance training related to the position
Must understand all applicable laws and regulations that apply to the position and comply with the requirements
Performs all other duties as assigned

Qualification

Loan servicing experienceConsumer mortgage softwareMicrosoft Office skillsCustomer service experienceListening skillsMulti-tasking abilityVerbal communicationWritten communicationInterpersonal skills

Required

Responsible for taking inbound calls from consumer and mortgage customers
Administers escrow accounts, including tax, insurance and MIP/PMI payments and ensure timely disbursements
Maintains accurate and up-to-date loan records in the system related to customer service notes, insurance maintenance and follow-up and other relevant information
Responsible for the completion and delivery of all payoff quote requests in a timely manner
Generates reports and/or complete project work as needed
Regular and predictable attendance is an essential requirement of the position
Responsible for the completion of all compliance training related to the position
Must understand all applicable laws and regulations that apply to the position and comply with the requirements
High School Diploma/GED required
Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc
Ability to sit for extended periods of time wearing a telephone headset
Ability to effectively listen and elicit information
Excellent verbal, written, and interpersonal communication skills
Ability to meet or exceed goals and objectives while fostering a team atmosphere
Ability to work effectively in a structured but flexible environment
Basic Microsoft Office skills (Word, Excel, Outlook)
Ability to execute in a fast-paced environment while balancing multiple priorities
Ability to navigate multiple computer systems, applications, and utilize search tools to find information

Preferred

One (1) - two (2) years of experience in loan servicing, customer service, or a related field preferred
Knowledge and/or experience with consumer/ mortgage servicing software and/or systems

Company

1st Source Bank

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1st Source has offered clients a convenient and friendly way to bank for over 150 years.

Funding

Current Stage
Late Stage

Leadership Team

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Andrea Short
President
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Company data provided by crunchbase