Mortgage Servicing Specialist II - Univest Financial Corporation
Souderton, PA 18964
About the Job
Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.
At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.
We're hiring a Mortgage Servicing Specialist II to join our Loan Servicing Team.
Responsibilities:
QUALIFICATIONS:
- Bachelor’s degree or a minimum of 3 years bank loan operations experience or equivalent required related education and experience
- Excellent customer service, telephone skills, written and verbal communication
- Understanding of mortgage loan documents and processing (including escrow)
- Ability to work independently and as part of a team
- Ability to prioritize, organize, and enter data accurately
- Experience with Private Mortgage Insurance a plus
- Advanced PC, Word, Excel skills, Encompass, Jack Henry, Ground Control, and BlackLine a plus
- Input new mortgage loans to the JH Banking System and verify accuracy, especially with escrow amounts
- Perform quality control of mortgage and escrow documents scanned in Synergy Imagining System after loan input
- Fund mortgages sold to investors via Jack Henry and maintain Excel spreadsheet for reporting purposes
- Respond to telephone and email requests from internal and external customers for mortgage loan information
- Respond to telephone and email requests from internal and external customers for mortgage escrow information and handle annual escrow analysis statement questions
- Process the addition and removal of escrow accounts based on investor guidelines
- Disburse payments from escrow for monthly payments to PMI companies
- Activate PMI for newly boarded loans
- Understand and analyze complex escrow issues like handling tax shortages due to increases in homeowners’ insurance and taxes.
- Support customer and branch staff with inquiries for homeowner’s insurance claims and track progress
- Daily settlements on Escrow general ledger and private mortgage insurance (PMI) general ledgerResponsible for compliance with laws and regulations that apply to this position including the Univest Code of Conduct
- Perform other duties as assigned
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An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.