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Security National Financial Corporation · 1 day ago

Customer Service Representative

Murray, UT

Full-time

Onsite

Mid Level

3+ years exp

Security National Financial Corporation is seeking a Customer Service Representative who plays a vital role in the company's success. The role involves assisting customers with their financial products, processing payments, and ensuring timely completion of servicing tasks.

Financial Services

Responsibilities

Follow all applicable rules and regulations surrounding proper phone etiquette and financial servicing

Answer customer and internal client questions about their financial products such as: payments, escrow, insurance, taxes, year-end interest statements, and solving customer issues via phone and email

Contact customers, insurance agents, tax agencies, title companies, business partners and other internal departments/branches

Perform several different servicing processes such as: Payment processing, Escrow disbursement and analysis, Loan purchase and servicing transfers, Payoff processing, Reconveyances, Reconciliation reports, Early stage collections

Track due dates and pay insurance and/or property tax on behalf of borrowers from escrow accounts by expiration or due dates

Assist other team members when necessary to ensure daily work is completed timely for the department

Qualification

Mortgage experienceData entry skillsMicrosoft Office SuiteBilingual in SpanishPhone etiquetteLetter writing skillsTask prioritizationAttention to detailFeedback openness

Required

Three years mortgage experience is required

Good data entry skills and phone etiquette are required

Letter writing skills are needed for professional email responses

Must be able to prioritize daily tasks for efficient completion

Ability to validate information from the closed loan documents to the Servicing system to set up mortgage loans for servicing

Proficiency in Microsoft Office Suite of Products: Word, Excel and the ability to learn new systems. We use Encompass, Servicing Director and OnBase for our Loans and Documents. We access MERS and investor portals via the web

Preferred

Bilingual in Spanish is a plus

Attention to detail, efficiency in work, and being open to feedback

Company

Security National Financial Corporation

Security National Financial Corporation and its wholly owned subsidiaries operate in three main business segments: life insurance, cemetery and mortuary, and mortgage loans.

Founded in 1965

Murray, Utah, USA

501-1000 employees