Overview

Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We're hiring a Mortgage Servicing Specialist I to join our Loan Operations Team in Souderton, PA.

Responsibilities

Sort, label, and file loan files in vault 

Process mail and FedEx packages 

Scan documents into Microsoft Office and archive them in the Jack Henry banking system 

Monitor Tax Reports received from LERETA Tax Services and add new bills to spreadsheet 

Disburse payments from escrow for quarterly and yearly tax bills 

Disburse payments from escrow for monthly payments to PMI companies 

Input new mortgage loans to the JH Banking System and verify accuracy, especially with escrow amounts 

Perform quality control of mortgage and escrow documents scanned in Synergy Imagining System after loan input 

Fund mortgages sold to investors via Jack Henry and maintain Excel spreadsheet for reporting purposes 

Respond to telephone and email requests from internal and external customers for mortgage loan information

Respond to telephone and email requests from internal and external customers for mortgage escrow information and handle annual escrow analysis statement questions 

Process the addition and removal of escrow accounts based on investor guidelines 

Perform other duties as assigned 

HOURS: Monday through Friday, 8 am to 5 pm

Qualifications

High School Diploma or GED equivalent 

Excellent customer service, telephone skills, written and verbal communication

Understanding of mortgage loan documents and processing (including escrow) 

Ability to work independently and as part of a team 

Ability to prioritize, organize, and enter data accurately 

Advanced PC, Word, Excel skills 

Click here for Benefit Information

#Univest

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.