Johnson Financial Group · 7 hours ago
Mortgage Servicing Specialist
Racine, WI
Full-time
Hybrid
New Grad, Entry LevelJohnson Financial Group is seeking a Mortgage Servicing Specialist who will provide exceptional customer service and manage loan transactional requirements post-closing. The role involves facilitating customer experiences, ensuring compliance with regulatory requirements, and performing various loan servicing tasks.
Financial ServicesInsuranceLocal Business
Responsibilities
Responsible for providing exceptional customer service to all internal and external customers, building trust through listening, and resolving customer-related issues with a favorable outcome
Acts as the contact for all internal JFG departments, facilitating questions and requests ensuring expeditious answers and exceptional service experiences
Performs mortgage loan transactional requirements including: balloon renewal management, processing mortgage payments and payoffs, preparing mortgage payoff statements, mortgage satisfactions and amendments, and recording mortgage documents
Responsible for real estate tax administration, including annual disbursements, annual escrow analysis, delinquent tax searches and maintenance of EDO data
Responsible for Hazard and flood insurance monitoring, including payment of premiums and management of force-placed insurance coverage
Responsible for PMI administration including certificate maintenance, payment of premiums and management of borrower requested cancellations and automatic terminations per the Home-Owner’s Protection Act
Responsible for FIS system maintenance of loan payments made via ACH
Performs daily review and processing of various loan level reports to ensure unapplied funds and non-post items are credited to the loans timely and accurately
Prepares partial release documentation and analysis for management review and approval
Research outstanding items on various loan GL’s and DDA’s and clear within appropriate timeframes
Assists with administration of new construction loans as needed (i.e., auditing closed loan files, funding/draws, escrow repair accounts, conversions, interest rate modifications, ordering appraisals, preparation of documents, communicating with customers on status of construction process)
Identify potential prospects for customer convenience opportunities (i.e., APO, EDO)
Qualification
Required
Ability to handle multiple tasks, while meeting deadlines and maintaining quality levels
Demonstrates flexibility in responding to changes in assignment and job responsibility in a dynamic, fast-paced environment
Ability to consistently demonstrate high quality decision making, keen problem solving and analytical skills
Requires strong attention to detail and a high level of accuracy
Possesses a positive telephone presence ensuring a pleasant client interaction
Possesses strong written and oral communication skills
Strong PC skills required including working knowledge of Microsoft Office Word and Excel
Minimum High School Diploma or equivalent
Preferred
Knowledge of Freddie Mac and/or Fannie Mae servicing guidelines
Strong working knowledge of the loan servicing platforms
Mortgage Industry Experience
Advanced education/certification
Company
Johnson Financial Group
Johnson Financial Group is a provider of banking, wealth, and insurance products and services in Wisconsin and Arizona.
Founded in 1970
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Dominic Ceci
Chief Investment Officer
Jeff Pierce
EVP, President of Wealth
Recent News
BizTimes Milwaukee
2025-09-12
2025-09-02
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