Mortgage Servicing Liaison

Indiana Members Credit Union


Date: 10 hours ago
City: Carmel, IN
Contract type: Full time
Summary/Objective

The Mortgage Servicing Liaison is responsible to provide verbal and written professional request resolution for members, branch employees and mortgage staff.

Duties/Responsibilities

Essential functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

  • Facilitate productive written and verbal communication with Subservicer, Mortgage Services, Members and Branch personnel as needed to address requests and maintain a productive and compliant relationship
  • Maintain servicing requests through SDP ticket management system
  • Possess a knowledge of mortgage and home equity origination and servicing concepts, practices, and procedures as well as regulatory compliance and quality audit including but not limited to: payoff statements, escrow analysis, adjustable interest rate updates, and payment processing
  • Manage efficient follow up for documentation and information required to meet key performance indicators
  • Manage flood and homeowners insurance reporting to ensure members have required coverage on their property
  • Update loan servicing and origination systems and SDP with required data, commentary and key dates as needed
  • Other duties as assigned

Competencies

  • Able to work in a fast paced, team-oriented atmosphere where the environment changes on a consistent basis
  • Able to prioritize tasks and organization daily functions, multi-tasking a plus
  • Able to work with minimal management
  • Experience processing task in a paperless environment, a plus
  • Excellent oral and written communication skills

Supervisory Responsibilities

None

Work environment

Private work area, office setting.

Physical demands

  • Long periods of sitting
  • Long periods of time viewing computer monitor, vision
  • Handling – ability to touch, feel, lift, operate and control equipment, materials, tools and objects with the hands

Travel Required

Minimal to none

Required Education And Experience

  • Minimum 2 years prior mortgage and/or home equity production and/or servicing experience
  • Minimum 2 years prior branch related experience

Additional Eligibility Requirements

  • Experience with Loan Origination System and Credit Union System platforms, a plus
  • Experience with Microsoft Word, Excel, Outlook and Access

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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