Mortgage Loan Servicing Specialist 1

Summit Credit Union • Village of Cottage Grove, WI

2d • Onsite

About The Position

At Summit Credit Union, we believe mortgage servicing should feel supportive, accurate, and hassle‑free for our members. As our Mortgage Loan Servicing Specialist 1, you’ll play a key role in ensuring our members’ mortgage accounts are handled with care, precision, and compliance—while delivering the exceptional service Summit is known for. If you’re a detail‑driven mortgage servicing professional who thrives in a collaborative, fast‑paced environment and takes pride in doing things right the first time—this could be your next great opportunity.

Requirements

• High school diploma or equivalent.
• 1+ year of experience in banking, lending, or mortgage servicing with knowledge of loan operations.
• Strong understanding of mortgage loan products, escrow processes, and servicing compliance requirements.
• Proficiency with loan servicing software, Microsoft Office, and document management systems.
• Strong attention to detail and organizational skills for accurate recordkeeping.
• Clear, professional verbal and written communication skills.
• Ability to work independently while contributing to a collaborative team environment.
• Commitment to continued learning in mortgage servicing trends, regulations, and system enhancements.

Responsibilities

• Keep Member Accounts Accurate by processing payments, escrow transactions, and updates in a timely and precise manner.
• Manage Escrow Functions including insurance and tax disbursements, ensuring schedules are met and member impact is minimized.
• Protect Compliance by adhering to regulatory, investor, and internal policy requirements in all servicing activities.
• Support Members with prompt, professional resolution of inquiries—delivering high satisfaction and minimal complaints.
• Partner Across Teams to contribute to seamless workflows and ensure the mortgage servicing area meets departmental goals.
• Maintain Clear Documentation that reinforces operational integrity and meets Summit Credit Union’s standards for quality and compliance.

Benefits

• Comprehensive health insurance options
• 401(k) with employer match
• Generous paid time off
• Paid holidays and wellness‑focused benefits
• Professional growth and learning opportunities
• A people‑first culture built on inclusion, purpose, and community impact

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED