Job Description

• Effectively use software including Microsoft applications, Symitar, Synergy, CenterPoint, Salesforce, and other lending/servicing systems.
• Process loan payments accurately and in a timely manner.
• Perform account maintenance, including lien releases, loan modifications, due date and rate changes, escrow analysis and disbursements, and preparation of payoff statements.
• Track collateral to ensure properties and assets maintain proper insurance coverage and lien perfection.
• Handle credit disputes in accordance with regulatory and internal requirements.
• Ensures compliance with all current and pending applicable rules, laws and regulations.
• Provide exceptional service by responding to inquiries from internal staff, members, and third-party partners.
• Assist loan officers, managers, and supervisors with titling, servicing needs, and assigned projects.
• Assist with internal and external audits by providing requested documentation and responding to inquiries.
• Participate in cross-training to support multiple servicing functions and ensure adequate coverage.
• Maintain required reporting, balancing, and quality control reviews, including GL and month-end reconciliations.
• Additional duties as assigned.

• Working knowledge of real estate and consumer loan servicing processes, including collateral perfection, loan documentation, closing/funding, CPI add-ons/refunds, GAP refunds, debt protection claims, and total loss/LOG processing.
• Ability to identify process improvements and provide clear, actionable recommendations.
• Strong ability to follow established procedures to ensure accuracy, consistency, and compliance.
• Sound decision-making skills with the judgment to escalate issues to higher-level management when appropriate.
• Ability to work efficiently in a fast-paced environment while maintaining a high level of accuracy.
• Strong customer service skills with the ability to support members, internal teams, and third-party partners professionally and effectively.
• Ability to motivate, influence, and build cooperation with others using diplomacy and trust.
• Strong understanding of regulatory requirements and the ability to adhere to all applicable rules, laws, and internal policies.
• Ability to maintain required reporting, balancing, and quality control reviews.
• Above-average computer proficiency, including the use of Microsoft applications, Symitar, Synergy, CenterPoint, Salesforce, and other lending/servicing systems.
• Ability to support leadership by carrying out assigned duties, projects, and departmental initiatives.

• Associate degree or equivalent experience preferred.
• 1+ year in financial services, banking, or lending experience.
• Demonstrated proficiency with Microsoft applications and lending/servicing systems such as Symitar, Synergy, CenterPoint, or Salesforce is preferred.

• Long periods of sitting will occur regularly.
• Occasional lifting and/or moving 15lbs or less.
• Use of computers and telephone required.
• Occasional bending, stooping, or crouching may be required.