Mortgage Servicing Agent I

TTCU Federal Credit Union • Tulsa, OK

3h • Onsite

About The Position

The Mortgage Servicing Agent I is an entry-level servicing role responsible for performing core mortgage servicing functions while providing accurate, compliant, and timely support to members and internal partners. This position focuses on transactional servicing activities and member interaction.

Requirements

• High School Diploma or GED required.
• Reliable transportation is required.
• Must have and maintain a valid driver’s license.
• 1 year of clerical experience with basic math proficiency skills is required.
• Basic knowledge with Microsoft Office (Word, Excel, PowerPoint, SharePoint, and Outlook).
• Good organization skills and attention to detail and accuracy.
• Intermediate written and verbal communication skills required to facilitate sharing of information with members, staff, and external contacts.
• Ability to create an atmosphere which promotes TTCU’s Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic, and professional demeanor while providing extraordinary service to employees and members and fostering teamwork among employees.
• Must be able to perform job functions either independently or under supervision and work effectively on own.
• Must be able to plan their own work activities as well as take direction.
• Must be able to read and carry out various complicated written and oral instructions.
• Must be able to speak clearly and deliver information in a logical and understandable sequence.
• Must be able to perform basic mathematical calculations with extreme accuracy and be able to explain the various interest types and escrow to members.
• Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
• Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
• Must be able to effectively handle multiple, simultaneous, and changing priorities.
• Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Nice To Haves

• Experience working in the mortgage industry preferred

Responsibilities

• Respond to inbound borrower phone calls and inquiries regarding loan accounts, payments, interest rates, and general servicing questions.
• Research and resolve routine borrower issues, escalating complex matters as appropriate.
• Provide clear, professional communication while maintaining regulatory and company compliance standards.
• Post and apply borrower payments accurately and timely.
• Reconcile invoices and payment discrepancies.
• Identify and research posting errors or exceptions.
• Update interest rate changes and other routine loan attributes within the servicing system.
• Perform basic loan account research and documentation.
• Process assigned servicing tasks according to established procedures.
• Maintain accurate loan notes and documentation.
• Adhere to internal controls, quality standards, and service-level expectations.
• Collaborate with team members and supervisors to ensure consistent servicing results.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees