Service Coordinator Jobs

About The Position

Requirements

• Pass the pre-employment credit and background check.
• Associate degree or an equivalent level of knowledge, skills, and abilities typically acquired through work experience.
• Must be at least 18 years of age.
• Three to five years of previous Teller, Member Advisor, or equivalent experience serving customers.
• Mortgage Regulation Compliance Certification
• Ability to multitask and prioritize.
• Pass the pre-employment drug test and background check.
• Experience with different types of mortgage loans, escrow, and ARM requirements.
• Familiar with various online origination and mortgage system software.
• Must possess strong interpersonal skills, a positive attitude, and a desire to help people.
• Must have the ability to identify member opportunities for financial improvement, communicate recommendations, and provide support.
• Must possess effective verbal and written communication skills.
• Must have reliable attendance.
• Previous experience recommending products and plans to improve a customer’s financial position.
• Knowledge of banking and/or credit union regulations.
• Must possess good judgment.
• Must possess basic math skills.
• Projects a professional image

Responsibilities

• Deliver friendly, professional service that promotes financial well‑being.
• Maintain a polished work environment and strong knowledge of BHCCU products and processes.
• Proactively greet members and take ownership of their experience.
• Identify member needs through effective questioning and active listening.
• Recommend appropriate solutions or connect members to the right resource.
• Process transactions accurately and follow up to ensure satisfaction.
• Maintain comprehensive understanding of Fannie Mae requirements and BHCCU mortgage and consumer products.
• Serve as the liaison between BHCCU, external institutions, vendors, and members for first‑mortgage and second‑lien servicing matters (billing, file maintenance, satisfactions, subordinations, discrepancies, and general inquiries).
• Coordinate with Mortgage Processors, Accounting, Bookkeeping, and internal staff to resolve questions and discrepancies.
• Service mortgage files post‑rescission, including HUD check processing, payoffs, loan transfers, payment setup, and secondary‑market preparation.
• Review documents for completeness and required signatures.
• Process mail, phone, and email servicing requests including verifications, payoffs, subordinations, and title policy confirmation.
• Maintain organized file rooms and prepare annual storage boxes.
• Assist in modernization by transitioning outdated, paper-based and physical file processes to streamlined digital workflows. Assist in bringing current technologies and electronic document systems to improve efficiency, accuracy, and accessibility across mortgage lending operations.
• Assist Account Resolutions by providing documents, preparing files for legal review, and coordinating with attorneys and foreclosure departments.
• Process construction draws, insurance claims, and related servicing transactions.
• Support annual tax‑related processes including 1099/1098 forms, escrow analysis, PMI reviews, and surplus reconciliation.
• Collaborate with mortgage servicing leadership to evaluate goals, identify cost‑saving opportunities, and improve workflow efficiency.
• Recommend ACH/WIRE solutions to reduce manual check processes.
• Assist with policy and procedure updates.
• Process loans, insurance claims, forced place insurance, Fannie Mae submissions, vendor reports, ARMs, modifications, subordinations, T&I, partial releases, and statements.
• Enter rate indexes, review ARM changes, and maintain ARM documentation.
• Assist with Fannie Mae compliance and balancing activities.
• Run daily, monthly, and year‑end servicing cycles including tax forms, escrow analysis, leadership reports, and secondary‑market reporting.
• Generate and upload monthly statements, tax documents, and escrow analyses.
• Maintains up to date knowledge and adheres to all regulations, policies, procedures, and standards that pertain to this position.
• Assist the mortgage servicing team in processing payments from in person deposits, exception reports, corrections/errors when made aware, ACH payments or any other online/automated avenues.
• Assist members and employees with questions.
• Assist Mortgage Processing with their duties as needed.
• Follows Processes and procedures established to ensure compliance with the Bank Secrecy Act (BSA) Anti-Money Laundering (AML), and Combating the Financing of Terrorism (CFT). Complete required, annual AML/CFT training to ensure you understand your responsibilities that apply to AML/CFT, including: 1. Prohibited Account Types 2. SARs (Suspicious Activity Report) 3. OFAC (Office of Foreign Assets Control) 4. Monetary Instruments 5. Record Retention
• Provide support to Transformation with the objective to streamline processes.
• Performs other duties as assigned.