U.S. Bank · 2 days ago
Mortgage Customer Specialist
United States
Full-time
Remote
Mid Level
$22.50/hr - $30/hr
3+ years expU.S. Bank is on a journey to help customers and businesses make better financial decisions. The Mortgage Customer Specialist role involves preparing and processing mortgage loan records, ensuring compliance with guidelines, and communicating with various stakeholders to resolve inquiries and maintain a smooth loan process.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Prepares and processes mortgage loan records, files, and correspondence from application through approval
Assures compliance with bank, regulatory and investor guidelines, and customer service standards
Communicates with customers, internal staff, brokers, counsel, title companies, etc. to respond to inquiries, resolve problems and obtain all necessary documentation required for the file
Attention to detail while handling multiple deadlines and ensuring all deadlines are met
Daily manages a pipeline while keeping all parties communicated with daily
Communicates with loan officers, loan officer assistant, closing department and more partners to ensure all files meet their closing date
Complete weekly calls with sales partners to keep open communication
Qualification
Required
High school diploma or equivalent
Three or more years of job-related experience
Preferred
Effective problem-solving and decision-making skills
Ability to produce results in a fast paced, production-oriented and customer-centric role
Ability to manage multiple tasks/projects and deadlines simultaneously
Effective verbal and written communication skills
Thorough knowledge of loan processing and closing policies and procedures and credit policy to include automated underwriting system approver authority
2-5 years Mortgage loan processing experience
Previous experience in managing a pipeline while meeting deadlines
Experience in managing multiple deadlines in a fast paced environment with a high level of accuracy
Strong attention to detail with excellent time management skills and the ability to be proactive in the process
Spanish speaking preferred
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Company
U.S. Bank
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2026-01-22
2026-01-20
2026-01-20
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