Chase · 3 weeks ago
Loan Servicing Specialist IV
14800 Frye Rd, Fort Worth, TX, 76155, US
Full-time
Onsite
Mid, Senior Level
5+ years expChase is seeking a Loan Servicing Specialist IV to manage daily loan servicing activities for Mortgage Finance customers. The role involves balancing accounts, providing daily reports, and ensuring service agreements are met while acting as the primary interface with customers.
BankingFinancial Services
Responsibilities
Process customer funding and paydown requests
Balance customer funding and operating accounts
Receive and review prefunding and post-closing documents
Create and maintain checklists for fundings and settlements
Work with trade desk to ensure timely settlements
Perform warehouse facility maintenance and train new application users
Report, research, review, and approve cash flows
Escalate and resolve inquiries accurately and timely, adapting to business needs
Analyze client disputes and offer effective solutions
Report defects and enhancements to applications and processes
Participate in application user acceptance testing
Qualification
Required
Bachelor's degree
Minimum of 3 years' experience with mortgage
Minimum of 5 years' experience in client service and relationship management
Proven ability to work independently with excellent judgment
Experience reading and interpreting loan documentation or related analytical experience
Extensive experience managing high volume workflow and account assignments to meet required service levels
Experience in approval and release of required agency forms submitted by clients
Team-oriented with excellent communication, interpersonal, and client service skills
Self-reliant, requires minimal supervision
Highly organized with ability to manage multiple competing priorities
Intermediate knowledge of performance metrics, client invoices, and Excel
Preferred
Advanced Excel skills
Experience with application user acceptance testing
Experience in reporting defects and enhancements
Ability to train new users on applications
Strong analytical and problem-solving skills
Experience in risk and control management
Ability to adapt to changing business needs
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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