What are the responsibilities and job description for the Customer Service Representative position at Security National Mortgage Company?
Description
What You'll Do
The Customer Service Representative is an integral part of our company's success. We are seeking candidates that have a professional and courteous approach with an enthusiasm to problem solve.
Duties will include:
- Follow all applicable rules and regulations surrounding proper phone etiquette and financial servicing
- Answer customer and internal client questions about their financial products such as: payments, escrow, insurance, taxes, year-end interest statements, and solving customer issues via phone and email
- Contact customers, insurance agents, tax agencies, title companies, business partners and other internal departments/branches
- Perform several different servicing processes such as: Payment processing, Escrow disbursement and analysis, Loan purchase and servicing transfers, Payoff processing, Reconveyances, Reconciliation reports, Early stage collections
- Track due dates and pay insurance and/or property tax on behalf of borrowers from escrow accounts by expiration or due dates
- Assist other team members when necessary to ensure daily work is completed timely for the department
Requirements
What We'll Love About You
- Three years mortgage experience is required
- Bilingual in Spanish is a plus
- Attention to detail, efficiency in work, and being open to feedback
- Good data entry skills and phone etiquette are required.
- Letter writing skills are needed for professional email responses
- Must be able to prioritize daily tasks for efficient completion
- Ability to validate information from the closed loan documents to the Servicing system to set up mortgage loans for servicing
- Proficiency in Microsoft Office Suite of Products: Word, Excel and the ability to learn new systems. We use Encompass, Servicing Director and OnBase for our Loans and Documents. We access MERS and investor portals via the web