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Mortgage Servicing Associate II

First Tech Federal Credit Union
paid time off, 401(k)
United States, Oregon, Hillsboro
Jan 09, 2025
Description

The Mortgage Servicing Associate II responds to member mortgage and home equity loan inquiries and handles mortgage and home equity loan transactions post-close. The Associate II has developed one or more areas of specialty within mortgage servicing.

Here's what you can expect from the job and what you need to be successful:
Job Duties:
  • Respond to member email inquiries with professionally written email responses and handle member inquiries by phone and through the online ticketing system, documenting member interactions in appropriate system(s)
  • Respond and resolve more complex member inquiries in area(s) of specialty
  • Monitor and execute on requests submitted by our internal partners via the Customer Relationship Management system
  • Oversee and manage Home Equity Line of Credit (HELOC) maintenance
  • Process mortgage and HELOC payments and payoffs
  • Maintain monthly impound accounts
  • Oversee and manage insurance loss process with some discretion on disbursement of funds
  • Loan disbursement and onboarding
  • Assist with real estate audits as required
  • Identify gaps in current processes and procedures and report to leadership
  • Participate in training and onboarding of Associates
  • Ensure compliance with all federal and local rules, laws and regulations and credit union processes and procedure
Essential Skills:
  • Minimum Education: High School Diploma
  • Minimum of 2 years' relative experience in financial and lending industry (i.e. mortgage lending, consumer lending, banking, collections, loan origination or servicing), mortgage experience preferred
  • Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines
  • Ability to work in fast-paced environment and meet deadlines without sacrificing quality
  • Demonstrated strong analytical and problem solving skills with excellent attention to detail
  • Excellent listening skills with ability to ask probing questions to determine member needs and overcome objections
  • Ability to communicate clearly (verbal and written) with all levels within organization
  • Working knowledge of basic mortgage loan functionality with regard to payments, rate changes, billing, and payoffs
  • Working knowledge of Microsoft Office Suite and Intermediate knowledge of Excel
  • Certification/License: Obtain and maintain Notary License upon request
Location: Hillsboro Corporate Office - Hillsboro, OR 97124
Target Compensation in Hillsboro, OR: $24.52 to $28.37 hourly + annual bonus
Benefits options include:
  • Traditional medical, dental, and vision coverage
  • 401K matching up to 5% per pay period
  • Accrue up to 17 days of Paid Time Off your first year of employment
  • 11 paid federal holidays
  • Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click here to learn more!
First Tech is not currently offering Visa sponsorship for this position
#FT123 #LI-MG1
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