Customer Service Associate jobs in United States
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University Bank · 1 day ago

Customer Service Associate

University Bank is seeking a Customer Service Associate (CSA) to manage incoming and outgoing calls related to loan inquiries and payment processing. The CSA will assist customers with their needs, maintain records, and ensure a high level of service while meeting team targets.

BankingFinancial ServicesInsurance
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Comp. & Benefits

Responsibilities

Manage large amounts of inbound and outbound calls in a timely manner
Identify customers’ needs, clarify information, research issues, and provide solutions
Maintain ownership of calls throughout the lifecycle of a customer’s request, including follow-ups
Keep records of conversations in our call center database
Meet team qualitative and quantitative targets
Process ACH payments, following the ACH process
Utilize Black Knight platform to review borrower accounts for the following information:
Payment history
Payoff statements
PMI status
Escrow Analysis
Update contact information
Make outgoing Welcome calls to new MLS customers:
Answer any initial questions the customer has in regard to the servicing of the loan
Verify mailing address, social security numbers, and phone numbers
Assist customers with website registration and explain payment options
Make other outbound calls as assigned
Recommend improvements for processes to boost organizational efficiency
All other duties as assigned by management

Qualification

Customer service experienceMortgage loan servicingBlack Knight platformMS WordProfessional communicationMultitaskingOrganizational skillsAttention to detail

Required

High school diploma (or equivalent) required
Minimum of 1-year previous customer service experience required
Maintain & foster positive relationships with customers and business partners
Complete all assigned tasks and training in a timely manner
Provide professional communication in both oral & written expression
Excellent organizational & analytical skills
Excellent attention to detail
Ability to handle highly sensitive confidential information
Ability to multitask, set priorities and manage time effectively
Experience with email, MS Word, MSP
High degree of dependability

Preferred

Previous experience in mortgage loan servicing desired

Company

University Bank

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University Bank is a Michigan-based personal and business banking corporation.

Funding

Current Stage
Public Company
Total Funding
$37.5M
Key Investors
Castle Creek Partners
2025-11-18Post Ipo Equity· $25M
2025-11-18Post Ipo Debt· $12.5M
2015-04-01IPO

Leadership Team

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Michael Yeager, CPA (Big Four)
EVP, Chief Financial Officer
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Company data provided by crunchbase