Mortgage Servicing Specialist II
About The Position
Univest Financial Corporation is seeking a detail-oriented Mortgage Servicing Specialist II to support key mortgage servicing functions, including loan boarding, escrow setup and maintenance, PMI processing, and timely resolution of internal and external customer requests. This is a hybrid position based at Harbor Place in Souderton, PA, offering the opportunity to collaborate with a knowledgeable team while helping ensure accurate, compliant servicing and exceptional customer experiences. If you’re ready to bring your mortgage operations expertise to a growing organization, apply today.
Requirements
- Bachelor’s degree or a minimum of 3 years bank loan operations experience or equivalent required related education and experience
- Excellent customer service, telephone skills, written and verbal communication
- Have a comprehension of mortgage loan documents and processing (including escrow)
- Ability to work separately and as part of a team
- Ability to prioritize, organize, and enter data accurately
- Advanced PC, Word, Excel skills, Encompass, Jack Henry, Ground Control, and BlackLine a plus
Nice To Haves
- Experience with Private Mortgage Insurance a plus
Responsibilities
- Input new mortgage loans to the JH Banking System and verify accuracy, especially with escrow amounts
- Perform quality control of mortgage and escrow documents scanned in Synergy Imagining System after loan input
- Fund mortgages sold to investors via Jack Henry and maintain Excel spreadsheet for reporting purposes
- Reply to telephone and email requests from internal and external customers for mortgage loan information
- Reply to telephone and email requests from internal and external customers for mortgage escrow information and handle annual escrow analysis statement questions
- Process the addition and removal of escrow accounts based on investor guidelines
- Disburse payments from escrow for quarterly and yearly tax bills
- Disburse payments from escrow for monthly payments to PMI companies
- Activate PMI for newly boarded loans
- Understand and analyze complex escrow issues like handling tax shortages due to increases in homeowners’ insurance and taxes.
- Assist customer and branch staff with inquiries for homeowner’s insurance claims and track progress
- Daily settlements on Escrow general ledger and private mortgage insurance (PMI) general ledger
- Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.
- Perform other duties as assigned.
Benefits
- Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
- Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
- Paid Time Off (PTO): 15 days annually (prorated your first year)
- Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service
- Holiday Time Off: 11 paid holidays
- We offer company paid life insurance: as well as other supplemental insurances
- Tuition reimbursement
- Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
- Discounts: on loan products
- Professional development trainings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
251-500 employees
