What are the responsibilities and job description for the Mortgage Loan Servicing Assistant position at Sherburne Bank?
Summary:
Provide administrative support and technical assistance to loan processing operations.
Essential Functions and Responsibilities: Including but not limited to:
· Document Management: Assist in the organization and maintenance of all loan documents for all loan files.
· Insurance Disbursement: Disburse Insurance – Obtaining insurance invoices for escrowed and non-escrowing loans.
· Exception Tracking: Document exception tracking for all non-escrowed loans.
· Property Tax Tracking: Track and Disburse Property taxes along with notifying the county of new escrowed loans and loans that have been paid off.
· Escrow Analysis: Escrow Analysis – Annual escrow statement review and mailing.
· File Servicing & Scanning: Organizing, scanning, and servicing related documents.
· Time & Record Management: Proven ability to organize priorities, meet deadlines, and manage peak periods of activity while maintaining related paper records.
· System File Maintenance: Responsible for performing routine updates to ensure accurate customer records, interest rates, account statuses, and system configurations.
· Investor Reporting: Ensures full compliance with investor guidelines.
· Additional Duties: Complete other duties as assigned by management.
Knowledge, Skills, and Abilities:
· Attention to Detail: Attention to Detail
· Mathematical Proficiency: General Math Skills
· Communication: Written and Verbal Communication
· Ethics & Standards: Integrity
· Time Management: Ability to Multitask and Meet Deadlines
· Financial Acumen: Financial Skills
· Technical Proficiency: Financial Software Knowledge
· Quality & Accuracy: Thoroughness
· Record Keeping: Documentation Skills
· Professional Growth: Strive for Continual Improvement
Education and Experience:
· Academic Credentials: High school Diploma or equivalent; degree in finance, business administration, or related field preferred.
· Relevant Background: Minimum two-year relevant work experience preferred.
· Knowledge of CSI Loan System Preferred: Familiarity with using CSI core banking software for loan documentation, tracking, servicing, or account maintenance.
Pay: $21.00 - $27.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Work Location: In person
Salary : $21 - $27