Customer Research Spec I

Freedom MortgagePonte Vedra Beach, FL
Onsite

About The Position

The Specialist, Cust Rsrch I is responsible for the processing of Customer Care related tasks including but not limited to: processing some aspects of borrower incoming and outgoing correspondence; assist in the generation of system related letters and notifications; and research processes for Customer Care.

Requirements

  • High School Diploma required
  • One (1) year related experience and/or training; or equivalent combination of education and experience.
  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.
  • Ability to apply concepts of basic algebra and geometry.
  • Ability to apply common sense understanding to carry out detailed but uninvolved written oral instructions.
  • Ability to deal with problems involving a few concrete variables in standardized situations.
  • Requires moderate interpersonal and communication skills to ensure that customer requests or needs are met.
  • Acknowledges and clarifies customer inquiries, requests, or complaints to ensure that needs are identified, documented and addressed.

Nice To Haves

  • Some College/Associates Degree or equivalent from two-year College or Technical School preferred

Responsibilities

  • Reviewing and fulfilling requests for loan documents
  • Processing incoming and returned mail
  • Complete third party authorization requests
  • Complete verification of mortgage requests
  • Create standard payoff statements
  • Respond to some written correspondence
  • System updates for name and address changes
  • Processing ACH requests
  • Maintain regular and punctual attendance
  • Performs other related duties as assigned.
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