1st Source Bank · 2 weeks ago
Representative I, Consumer & Mortgage Servicing, South Bend, IN
South Bend, IN
Full-time
Onsite
Entry Level
1+ years exp1st Source Bank is seeking a Representative I for their Consumer & Mortgage Servicing team. This role involves handling inbound calls from customers, administering escrow accounts, maintaining loan records, and ensuring compliance with relevant laws and regulations.
BankingFinanceFinancial Services
Responsibilities
Responsible for taking inbound calls from consumer and mortgage customers
Administers escrow accounts, including tax, insurance and MIP/PMI payments and ensure timely disbursements
Maintains accurate and up-to-date loan records in the system related to customer service notes, insurance maintenance and follow-up and other relevant information
Responsible for the completion and delivery of all payoff quote requests in a timely manner
Generates reports and/or complete project work as needed
Regular and predictable attendance is an essential requirement of the position
Responsible for the completion of all compliance training related to the position
Must understand all applicable laws and regulations that apply to the position and comply with the requirements
Performs all other duties as assigned
Qualification
Required
Responsible for taking inbound calls from consumer and mortgage customers
Administers escrow accounts, including tax, insurance and MIP/PMI payments and ensure timely disbursements
Maintains accurate and up-to-date loan records in the system related to customer service notes, insurance maintenance and follow-up and other relevant information
Responsible for the completion and delivery of all payoff quote requests in a timely manner
Generates reports and/or complete project work as needed
Regular and predictable attendance is an essential requirement of the position
Responsible for the completion of all compliance training related to the position
Must understand all applicable laws and regulations that apply to the position and comply with the requirements
High School Diploma/GED required
Ability to travel to all locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc
Ability to sit for extended periods of time wearing a telephone headset
Excellent verbal, written, and interpersonal communication skills
Preferred
One (1) - two (2) years of experience in loan servicing, customer service, or a related field preferred
Knowledge and/or experience with consumer/ mortgage servicing software and/or systems
Ability to execute in a fast-paced environment while balancing multiple priorities
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Basic Microsoft Office skills (Word, Excel, Outlook)
Ability to effectively listen and elicit information
Ability to meet or exceed goals and objectives while fostering a team atmosphere
Ability to work effectively in a structured but flexible environment
Performs all other duties as assigned
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds
MS Office PC, fax, phone and standard office equipment
Company
1st Source Bank
1st Source has offered clients a convenient and friendly way to bank for over 150 years.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Andrea Short
President
Recent News
MarketScreener
2025-12-18
Inside INdiana Business
2025-11-22
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