Mortgage Servicing Specialist

Royal Credit UnionEau Claire, WI
Remote

About The Position

In this role, you’ll support Members and team members, process mortgage and HELOC transactions with accuracy, and help ensure compliance and operational excellence across the loan lifecycle. A Mortgage Servicing Specialist is responsible for all servicing functions on mortgages and Home Equity Lines of Credit (HELOCs) throughout the lifecycle of the loan. This requires complete and accurate processing of transactions to avoid repurchase or collection risks, as well as ensuring compliance with daily processes. A Mortgage Servicing Specialist will provide support to both Royal Credit Union Team Members and Members for all of Royal's mortgage and HELOC loan products with exceptional, efficient, and accurate Member Service.

Requirements

  • High School Diploma or Equivalent
  • Previous customer service experience
  • Must be bondable
  • Demonstrated ability to deliver exceptional Member service while performing complex mortgage and HELOC servicing functions, ensuring accuracy and compliance with financial regulations and processes
  • Strong analytical and critical thinking skills with the ability to evaluate data, resolve issues, and make sound decisions in a fast-paced, high-volume environment with competing priorities
  • Excellent organizational and time management capabilities, with the ability to prioritize tasks, manage deadlines, and maintain high attention to detail across routine and complex transactions
  • Advanced communication and interpersonal skills, including the ability to professionally handle difficult conversations, de-escalate concerns, and interact effectively with Members, team members, and external partners
  • Proficiency in financial services operations and technology, including basic accounting principles and Microsoft Office tools, while quickly adapting to new systems and digital solutions

Nice To Haves

  • Experience working in a call center environment and/or financial institution.

Responsibilities

  • Support Members and team members
  • Process mortgage and HELOC transactions with accuracy
  • Ensure compliance and operational excellence across the loan lifecycle
  • Provide support to both Royal Credit Union Team Members and Members for all of Royal's mortgage and HELOC loan products with exceptional, efficient, and accurate Member Service

Benefits

  • Comprehensive medical insurance
  • Dental insurance
  • Vision insurance
  • 5% 401k employer match
  • Paid family leave
  • Paid sick leave
  • Vacation and sick time accruals
  • Childcare reimbursement
  • Tuition and student loan debt assistance
  • Pet insurance
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