Payment Processing/New Loan Specialist

Trustmark • Pearl, MS

2d

About The Position

The Payment Processing/New Loan Specialist will be responsible for setting up loan information on the Mortgage System and on correspondent loans, posting and balancing mortgage payments. Responsibilities Responsible for inputting new loan data into the mortgage loan servicing system, posting fees and ensuring that the information boarded and interfaced is accurate and loan fees balanced. In addition, responsible for ordering welcome packages for delivery to customers, as well as, balancing daily financial batches and working with other areas to resolve new loan issues. Responsible for assisting in the payment processing area with posting payments and balancing the work in addition to cross training to assist with other duties. Responsible for assisting with customer calls, questions and inquiries. Prepping new loan files for data input. Data Input of new loan information and balancing. Open and sort route mail for payment posting. Posting mortgage payments. Daily financial batch balancing. Ensure adherence to regulatory requirements with regard to payment processing and new loan set up. Provide excellent customer service and support including verbal and written communication in a professional manner. Perform additional duties as assigned.

Requirements

• High School education
• At least one (1) year Balancing or Data Entry Experience (Teller/Relationship Banker I, accounting clerk, data entry clerk or similar role may be acceptable)
• Ability to work independently, successfully prioritize multiple functions and meet deadlines
• Possess good written and verbal communication skills
• Strong customer service skills and the ability to multi-task
• Positive attitude and a customer first focus
• Organizational skills
• Detail oriented with emphasis on accuracy
• Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Nice To Haves

• 2 years of college preferred
• Knowledge of mortgage documents/processes preferred

Responsibilities

• Inputting new loan data into the mortgage loan servicing system
• Posting fees and ensuring that the information boarded and interfaced is accurate and loan fees balanced
• Ordering welcome packages for delivery to customers
• Balancing daily financial batches
• Working with other areas to resolve new loan issues
• Assisting in the payment processing area with posting payments and balancing the work
• Cross training to assist with other duties
• Assisting with customer calls, questions and inquiries
• Prepping new loan files for data input
• Data Input of new loan information and balancing
• Open and sort route mail for payment posting
• Posting mortgage payments
• Daily financial batch balancing
• Ensure adherence to regulatory requirements with regard to payment processing and new loan set up
• Provide excellent customer service and support including verbal and written communication in a professional manner
• Perform additional duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees