What are the responsibilities and job description for the Mortgage Servicing Specialist position at Stifel?
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Mortgage Servicing Specialist is responsible for handling all duties related to the servicing of mortgage loans. This position works with clients to compile and verify all required loan documentation in order to properly setup and maintain mortgage loans.
What We're Looking For
- Act as a liaison between the Bank and Stifel servicing companies.
- Assist clients with insurance and tax escrows.
- Work with clients to complete loan payoffs.
- Answer servicing questions for clients, Financial Advisors, and other Stifel team members.
- Submit documentation to servicing companies for paid in full mortgages.
- Assist clients with the processing of auto draft authorizations.
What You'll Bring
- Understand and comply with mortgage industry regulations.
- Basic knowledge of mortgage servicing.
- Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Education & Experience
- Minimum Required: High School Diploma or equivalent
- Minimum Required: 1-2 years' related experience
Licenses & Credentials
- Minimum Required: None
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.