Loan Operations Servicing Specialist (Boarding/Booking)
About The Position
The Loan Operations Specialist performs a variety of clerical duties in conjunction with loan servicing that may include scanning and filing documents, loan boarding, and processing. This role involves maintaining loan files and records, preparing various reports, and reviewing documents for completeness and accuracy. The specialist will also perform mathematical calculations and disburse escrow accounts, while providing a high level of customer service to internal and external customers. Additionally, they will report issues to bank personnel, send notifications, report progress and quotas, manage collection items, and update lists.
Requirements
- High School diploma or GED
- 2 years experience in loan servicing, or knowledge and experience in 2 or more major functions in loan servicing
- Working knowledge of Microsoft Excel and MS Word
- Basic keyboarding and calculator skills
- Must be able to do simple math and carry out written instructions
Nice To Haves
- Certification in insurance servicing
- Fluent in English and Spanish
Responsibilities
- Processes and boards incoming loan packages
- Maintains loan files and records
- Prepares various reports
- Reviews documents for and reports for completeness and accuracy
- Performs mathematical calculations and disbursement of escrow accounts
- Provides a high level of customer service for internal and external customers
- Reports issues to bank personnel, sends notifications, reports progress, quotas, collection items and updates lists
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
