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. Royal Credit Union is dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth. Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals. We offer numerous opportunities for training and advancement, helping you continuously develop and advance your skills. We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged. Engage with your local community through various initiatives and events, making a tangible difference where you live and work. Be part of something bigger. 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
  • Complete and accurate processing of transactions to avoid repurchase or collection risks
  • Ensure compliance with daily processes

Benefits

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