Coastal Credit Union · 6 days ago
Mortgage Servicing Specialist II
Raleigh, NC
Full-time
Hybrid
Mid Level
3+ years expCoastal Credit Union is seeking a Mortgage Servicing Specialist II to support mortgage servicing operations. This role involves handling mid-level servicing requests, maintaining loan information, processing payments, and responding to member inquiries with accuracy and attention to detail.
Financial ServicesNon Profit
No H1B
Responsibilities
Loan Payments and Account Maintenance: Update and maintain mortgage accounts, including posting payments, setting up new loans, and processing payoffs. Perform account research, resolve discrepancies, and handle insurance adjustments, curtailments, and periodic loan accounting
Member Communication and Issue Resolution: Respond to all member inquiries (phone, email, secured messages) professionally and efficiently. Coordinate with internal departments or external vendors to address member concerns and ensure timely resolution. Follow up to confirm member satisfaction
Reporting and Compliance Support: Monitor and complete assigned reports to achieve departmental goals and reporting requirements. Maintain compliance with RESPA, TILA, CFPB, and Fannie Mae guidelines when performing assigned tasks
Compliance Adherence/Operational Support and Knowledge: Maintain knowledge of and adhere to Coastal's and other regulatory compliance guidelines, including RESPA, TILA, CFPB policies, and Fannie Mae servicing requirements. Participate in ongoing cross training to ensure business continuity and share current knowledge of Coastal's policies, procedures, and mortgage servicing products. Support team members by sharing expertise and acting as a resource on complex issues or member concerns
Qualification
Required
Three years of loan servicing experience or experience in a role involving loan products and lending regulations
Proficiency in Microsoft Excel, Word, and Outlook
Experience with mortgage regulatory requirements such as RESPA, TILA, CFPB policies
Experience with general ledger reconciliation and mortgage systems such as FICS or Encompass preferred
High school diploma or equivalent
Preferred
Experience with general ledger reconciliation and mortgage systems such as FICS or Encompass
Coursework or certification in mortgage lending, finance, or accounting
Company
Coastal Credit Union
Coastal Credit Union has been serving its members since 1967.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Tyler Grodi
President & Chief Executive Officer
Recent News
2025-06-24
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