Loan Servicing - Support

• Handle customer inquiries and resolve any issues promptly
• Oversee customer accounts and take necessary actions in accordance with company policies
• Ensure the accurate and efficient processing of customer credit applications
• Maintain and update customer credit records regularly
• Coordinate with various stakeholders to confirm compliance with our Draw Process
• Carefully manage wire draw to protect against fraud
• Maintain balance in Project Workbook, Banklabs and Signature/Black Knight as Draws are made
• Ensure all required documents are stored correctly within our system, keeping shared drive to a minimum
• Monitor pipelines and ensure all recurring tasks, including receipt of final documentation, status updates and completion tasks, are completed on time
• Process modifications, payoffs and builder applications in a timely manner
• Assist with end of the year 1099 reporting for servicing
• Update builder/contractor licensing information annually and establish license review process as we expand into new states

• Proficiency in 3M Coding
• Demonstrable experience with Adobe Acrobat
• Familiarity with Automated Underwriting Systems
• Proficiency in using CRM (Customer Relationship Management) software
• Strong data processing skills
• Experience with appraisals in the financial services industry
• Excellent bank relations skills
• Previous experience in a call center customer service role
• Knowledge of closing processes in the financial services industry
• Compliance knowledge within the financial services industry

Previous experience in a call center customer service role

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan