What are the responsibilities and job description for the Payment Processing/New Loan Specialist position at Trustmark Bank?
Overview
The Payment Processing/New Loan Specialist will be responsible for setting up loan information on the Mortgage System and on correspondent loans, posting and balancing mortgage payments.
Responsibilities
- Responsible for inputting new loan data into the mortgage loan servicing system, posting fees and ensuring that the information boarded and interfaced is accurate and loan fees balanced. In addition, responsible for ordering welcome packages for delivery to customers, as well as, balancing daily financial batches and working with other areas to resolve new loan issues.
- Responsible for assisting in the payment processing area with posting payments and balancing the work in addition to cross training to assist with other duties.
- Responsible for assisting with customer calls, questions and inquiries.
- Prepping new loan files for data input.
- Data Input of new loan information and balancing.
- Open and sort route mail for payment posting.
- Posting mortgage payments.
- Daily financial batch balancing.
- Ensure adherence to regulatory requirements with regard to payment processing and new loan set up.
- Provide excellent customer service and support including verbal and written communication in a professional manner.
- Perform additional duties as assigned.
Qualifications
- High School education
- At least one (1) year Balancing or Data Entry Experience (Teller/Relationship Banker I, accounting clerk, data entry clerk or similar role may be acceptable)
- Ability to work independently, successfully prioritize multiple functions and meet deadlines
- Possess good written and verbal communication skills
- Strong customer service skills and the ability to multi-task
- Positive attitude and a customer first focus
- Organizational skills
- Detail oriented with emphasis on accuracy
- Good Data Entry and 10 Key Skills
- 2 years of college preferred
- Knowledge of mortgage documents/processes preferred
Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
