Commercial Mortgage Services Specialist

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Customer Service Specialist in Charlotte, NC (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age.

If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration : 24 Months

Required Skills & Experience

• Familiar with mortgage documentation including but not limited to : Automated Underwriting Feedback, 1008, Investor Locks, Notes, Deeds of Trust, Allonges, Endorsements and Riders.
• Familiar with GSE guidelines, wholesale and residential retail processes (commercial experience also considered).
• Work well in a team environment and have excellent communication.
• 6+ months of Customer Service, Financial Services, or Contact Center experience, or equivalent demonstrated through one or a combination of the following : work or consulting experience, training, military experience, education.

Desired Skills & Experience

Strong Excel skills (Vlookup, data validation and review).

What You Will Be Doing

• Work with internal & external clients with ongoing systematic updates related to closing agents, insurance, state licensing, background checks, wire instructions, legal modifications, addendums, and new client onboarding.
• Confirm receipt of legal documentation, maintain system of records to ensure accuracy and compliance at all times.
• Frequent interaction with clients and closing agents via some phone and mostly email providing updates on approvals, client issues and questions.
• Participate in or provide support for low complexity initiatives within Customer Service.
• Review basic or tactical issues, policies, or procedures for which answers can be quickly obtained related to low-risk tasks and deliverables with narrower impact in Customer Service.
• Receive direction from supervisor and exercise judgment within defined parameters while developing understanding of function, policies, procedures, and compliance requirements.
• Provide information to client personnel in Customer Service.

You will receive the following benefits :

• Medical Insurance - Four medical plans to choose from for you and your family
• Dental & Orthodontia Benefits
• Vision Benefits
• Health Savings Account (HSA)
• Health and Dependent Care Flexible Spending Accounts
• Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
• Hospital Indemnity Insurance
• 401(k) including match with pre and post-tax options
• Paid Sick Time Leave
• Legal and Identity Protection Plans
• Pre-tax Commuter Benefit
• 529 College Saver Plan
30+ days ago