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Mortgage Servicing Specialist II

Plano, Texas;

Job Description:

Job Description:

Client Outreach representative handling inbound/outbound calls daily to support the Payoff/ACH servicing of mortgage loans. Work will vary based on associate's department. May entail working on default and/or non-defaulted loans. Responsibilities may include processing routine transactions, documenting loan history, responding to customer, investor, or other 3rd party inquiries, researching and/or preparing documentation, or analyzing requests in accordance with established guidelines and determining appropriate course of action.

Required Skills:

•  Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Is confident in identifying solutions for new and existing clients based on their needs.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Applies strong critical thinking and problem-solving skills to meet clients’ needs.

• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

• Efficiently manages your time and capacity.

• Focuses on results, while acting in the best interest of the client.

• Can be flexible to work weekends and/or extended hours as needed.

-Has 1+ years of customer/client service experience, including experience handling difficult client situations.

-Has a dependable team-player attitude with an understanding that calls must be handled immediately.

- Has the ability to engage with clients – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections.

Desired Skills:

  • Experience in financial services and knowledge of financial services industry, products and solutions.
  • Experience working in a client service capacity.
  • Six months of cash handling experience.

  • Required to work from the primary work location listed when not in remote operating stance
  • Initially you may be required to work from home and/or remotely in this role:
    • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
    • Sufficient room to set up a laptop, monitor, keyboard and mouse
    • Comfortable space to work for a full shift
    • Quiet, private and SECURE space in which to work

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Job Description:

Client Outreach representative handling inbound/outbound calls daily to support the Payoff/ACH servicing of mortgage loans. Work will vary based on associate's department. May entail working on default and/or non-defaulted loans. Responsibilities may include processing routine transactions, documenting loan history, responding to customer, investor, or other 3rd party inquiries, researching and/or preparing documentation, or analyzing requests in accordance with established guidelines and determining appropriate course of action.

Required Skills:

•  Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Is confident in identifying solutions for new and existing clients based on their needs.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Applies strong critical thinking and problem-solving skills to meet clients’ needs.

• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

• Efficiently manages your time and capacity.

• Focuses on results, while acting in the best interest of the client.

• Can be flexible to work weekends and/or extended hours as needed.

-Has 1+ years of customer/client service experience, including experience handling difficult client situations.

-Has a dependable team-player attitude with an understanding that calls must be handled immediately.

- Has the ability to engage with clients – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections.

Desired Skills:

  • Experience in financial services and knowledge of financial services industry, products and solutions.
  • Experience working in a client service capacity.
  • Six months of cash handling experience.

  • Required to work from the primary work location listed when not in remote operating stance
  • Initially you may be required to work from home and/or remotely in this role:
    • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
    • Sufficient room to set up a laptop, monitor, keyboard and mouse
    • Comfortable space to work for a full shift
    • Quiet, private and SECURE space in which to work

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21029000

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Erin Capuzzo

Referral Bonus:

0