Loan Customer Service Specialist

Company: Seacoast National Bank
Location: Stuart
Posted on: June 20, 2022

Job Description:

Summary

Loan Customer Service Specialist I has the ability to process standard loan payment transactions, payoffs, maintenance, and disbursements. Willingly provides support to other associates, document procedures, research and correct issues. Assists with ensuring completion of all work performed.

Essential Duties and Responsibilities include the following:

* The Loan Customer Service position is accountable for providing a high level of customer service to internal and external customers with operational integrity.
* Process payments and payoffs including reversing of payments and other corrections as needed; track and process E-forms; automatic & ACH payment setups; work the unapplied report daily, researching via on-line check imaging system.
* Reviews paid loans report and remove paid loans from the CoreLogic flood and tax tracking systems.
* Ensures the accuracy of the tax information on the loan system to remit taxes at year-end and obtain bills when needed. Manage data on new loans for CoreLogic as required.
* Answer external customer and in-house inquiries regarding loan operations functions while keeping customer service a priority at all times. Prepare written correspondence, in response to customer inquiries, whenever applicable.
* Sort and distribute all system generated reports; mails loan notices; scans loan documents and ensure that data is properly stored in appropriate digital storage folders; Collects, sorts and distributes, as applicable, all Loan Operations incoming mail.
* Adherence to established policies and procedures; Create and amend assigned procedures immediately upon notification of change, addition or declination request.
* Maintains a high degree of cooperation and rapport with all employees in order to ensure accurate and efficient operations and service.
* Participate in internal and external quality control and audit assessments, providing prompt and accurate responses to inquiries made, as well as take immediate action to correct or resolve issues as they are known.
* Willingly performs other duties and projects as assigned.
* Ability to work independently and as a team, under pressure and meet deadlines.

Keywords: Seacoast National Bank, Palm Beach , Loan Customer Service Specialist, Hospitality & Tourism , Stuart, Florida