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 III to join our Loan Operations Team in Souderton, PA.

Responsibilities

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

Provide second level reviews of boarded mortgages

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

Disburse payments from escrow for quarterly and yearly tax bills

Monitor and maintain Tax Reports received from LERETA Tax Services

Research payment information with tax authorities when refunds are necessary

HOURS: Monday through Friday, 8 am to 5 pm

Qualifications

Bachelor’s degree or a minimum of 3 years bank loan operations experience or equivalent required related education and experience

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

Experience with Private Mortgage Insurance a plus

Advanced PC, Word, Excel skills, Encompass, Jack Henry, Ground Control, and BlackLine a plus

Click here for Benefit Information

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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.