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Real Estate Loan Servicing Specialist
The ideal candidate for this position must be able to manage multiple job duties throughout the month while providing excellent member service, maintaining a positive attitude, and being a team player. Strong organizational and time management skills, and accuracy and attention to detail are critical.
Duties include the following:
- Educate and inform members of products and services the Credit Union offers.
- Check e-mail at least once a day.
- Review Intranet at least daily. Review Credit Union website at least weekly.
- Adhere to regulatory requirements regarding Bank Secrecy Act to ensure proactive measures against all illegal activity.
- Monitor and report any unusual activity to supervisor.
- Complete annual training courses.
- Open, Sort, and Process Mail Daily.
- Process Real Estate Loan Payments and corrections.
- Set up new loans in FICS and fund loans, including processing fees, payoffs, checks to third parties related to the funding, etc.
- Record Security Instruments with appropriate county to record our lien and perfect our security interest in the collateral.
- Create and maintain Escrow Accounts, including processing the Annual Escrow Analysis each month and Short Year Analyses as needed as well as paying Insurance from Escrow monthly and Taxes annually.
- Pull Paid Out Loan Report and process Paid Off loans and prepare and record Release of Liens.
- Prepare Rate Survey weekly.
- Generate Loan Maintenance Report each Monday and distribute for review.
- Manage Insurance Tracking. Reports are worked weekly.
- Order force placed insurance through SWBC.
- Miscellaneous Filing (Insurance Policies, Escrow Analysis, Loan Folders, incoming recorded documents, Title Policies, etc.)
- Answer Servicing Calls and emails and assist members in person as needed.
- Manage and Pay monthly Vendor Invoices.
- Monitor Non-Escrowed Taxes and send letters as needed.
- Assist other loan processor with their duties as job demands.
- Perform other duties as assigned
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