Mortgage Servicing Associate II
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 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
Minimum Education: High School Diploma
Certification/License: Obtain and maintain Notary License upon request
Location: Hillsboro, OR 97124 | (HYBRID)
Target Compensation in Hillsboro, OR: $24.75 - $26.50 per hour + 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)
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First Tech is not currently offering Visa transfer/ sponsorship for this position
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