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Wellby Financial · 5 hours ago

Mortgage Servicing Specialist

Webster, TX

Full-time

Onsite

Entry Level

1+ years exp

Wellby Financial is a company dedicated to providing exceptional customer service in the financial sector. The Mortgage Servicing Specialist role involves supporting various aspects of loan servicing, including loan boarding and escrow review, while ensuring a high-quality experience for members.

Credit CardsFinanceFinancial ServicesLending

Responsibilities

Willingness and ability to exhibit Wellby Core Values every day

Works with purpose and is driven to provide the best team member experience

Assist with Team Chats, Phone Calls, etc. with all existing Mortgage Related inquiries

Review payment options and assist members with setting up automated payments

Review & Approve Mortgage Wire Requests

Home Equity & 1st Mortgage loan boardings to DMI

Wire initial escrow funds to DMI

Wire daily payment funds to DMI

Process Release of Lien documents

Sort daily mail

File Real Estate Deed of Trusts & Modifications with the appropriate county

Prepare HELOC and Home Improvement Draws

Close Internal HELOC’s at borrower request

Assist Title Company with payoff requests

Prepare original files for in-house storage

Download Mortgage Servicing File in preparation for DMI

Pull mortgage files for paid in full loans and mail the Deed of Trust / Note to appropriate party and prepare the remainder of the file for scanning /storage

Review DMI Loss Mitigation packets & Foreclosure Accounts

Understand the Secondary Market

Prepare files to send to GSEs

Create and review Early Payoff reports

Quality Assurance Checklists to ensure service standards meets contractual and GSE performance metrics

Performs other duties as assigned

Qualification

Mortgage servicing experienceOrganizational skillsMicrosoft Office SuiteCommunication skillsCustomer service skillsTeam collaborationProblem-solving skills