The roles and responsibilities for the Loan Servicing Specialist position include monitoring insurance coverage on collateral properties and processing of insurance and tax escrow payments. The major duties listed on the Loan Servicing Specialist Resume include – consulting clients, determining selling requirements; coordinating reconciling activities, executing quality control, training and mentoring new hires; resolving loan documentation issues; maintaining and updating loan database of clients, conducting periodical audits; maintaining proper escrow levels; and ensuring vendor compliance.
The most sought-after skills for the post include – the ability to communicate clearly, proficient writing and mathematical skills, a high degree of accuracy, good computer skills; financial expertise, business acumen, and counseling expertise. Eligible candidates for this post should have at least a bachelor’s degree in finance, marketing or accounting. As this is not an entry-level post, work experience is also expected.
Headline : Dedicated Loan Servicing Specialist with 7 years of experience in managing loan accounts and enhancing customer satisfaction. Proficient in resolving complex issues, conducting credit assessments, and ensuring compliance with loan modification processes. Committed to delivering exceptional service and fostering strong client relationships, while effectively navigating high-pressure situations.
Process consumer loan payments for closed-end mortgages with accuracy.
Balance loan control and unapplied payment reports to ensure financial integrity.
Disseminate daily rate change notices to charter banks promptly.
Respond to routine inquiries from internal and external customers effectively.
Provide detailed payoff and loan balance information to clients.
Correct loan accounting system errors to maintain accurate records.
Conduct manual loan conversions for banks involved in mergers and acquisitions.
Deliver exceptional customer service to both internal and external clients.
Experience
5-7 Years
Level
Consultant
Education
B.S. Finance
Loan Servicing Specialist III Resume
Headline : With 7 years in loan servicing, I excel in managing complex loan portfolios and enhancing client satisfaction. Skilled in resolving discrepancies, conducting thorough credit assessments, and ensuring compliance with industry regulations. My commitment to exceptional service and ability to work under pressure enables me to build strong relationships and effectively address client needs.
Skills : Adaptability To Change, Loan Processing Systems, Accurate Data Management, Document Review And Management, Administrative Support
Description :
Oversee a portfolio of default loans, ensuring timely resolution and compliance.
Review and analyze mortgage documents, ensuring accuracy and adherence to regulations.
Investigate and resolve discrepancies through detailed research and analysis.
Lead projects to enhance operational efficiency, consistently meeting deadlines.
Train new hires, serving as a Subject Matter Expert in loan servicing.
Adapt to various processes to maintain workflow and meet objectives.
Conduct quality assurance reviews, providing actionable feedback for process improvement.
Experience
5-7 Years
Level
Executive
Education
B.S. Finance
Loan Servicing Specialist I Resume
Objective : Results-oriented Loan Servicing Specialist with 5 years of comprehensive experience in managing loan accounts and ensuring compliance with industry standards. Adept at resolving complex customer issues, performing credit evaluations, and maintaining accurate records. My focus on enhancing client satisfaction and fostering strong relationships drives my commitment to delivering exceptional service.
Skills : Customer Support, Record Keeping, Loan Servicing Software, Multi-tasking, Process Improvement
Description :
Reviewed and processed attorney requests for excess fee approvals, ensuring compliance with guidelines.
Determined reimbursement responsibilities and communicated final decisions to attorneys.
Evaluated daily fee requests and assessed case specifics to make informed decisions.
Updated and maintained excess fee guidelines, collaborating with stakeholders as necessary.
Monitored changes in state foreclosure requirements to adjust fee structures accordingly.
Researched emerging issues affecting the fee process and sought stakeholder input on policy adjustments.
Provided training and support to attorneys regarding excess fee policies and addressed inquiries promptly.
Experience
2-5 Years
Level
Junior
Education
B.S. Finance
Collector/Loan Servicing Specialist Resume
Summary : Seasoned Collector and Loan Servicing Specialist with a decade of experience in effectively managing loan portfolios and enhancing client satisfaction. Expert in negotiating payment arrangements, conducting thorough credit evaluations, and ensuring compliance with regulations. My dedication to superior customer service and adeptness in high-pressure scenarios foster strong client relationships and drive successful outcomes.
Skills : 10-key Data Entry, Data Entry, Financial Reporting, Collections Management, Attention To Detail
Description :
Managed loan accounts, ensuring accurate payment processing and account updates.
Reviewed loan applications for completeness and compliance with regulations.
Communicated with borrowers to address inquiries and resolve issues promptly.
Processed and explained customer escrow analysis dates.
Monitored loan performance and identified potential risks or delinquencies.
Processed loan modifications and refinances according to company policies.
Maintained detailed records of all loan transactions and communications.
Experience
7-10 Years
Level
Management
Education
B.S. Finance
Loan Servicing Specialist III Resume
Headline : Enthusiastic Loan Servicing Specialist with 7 years of extensive experience in managing loan portfolios and optimizing client interactions. Proficient in resolving intricate issues, performing credit evaluations, and ensuring adherence to regulatory standards. My focus on delivering superior service and building lasting client relationships drives my success in high-stakes environments.
Summary : Accomplished Loan Servicing Specialist with over 10 years of experience in managing diverse loan portfolios and optimizing payment processes. Skilled in credit analysis, compliance, and resolving complex account issues to enhance customer satisfaction. My focus on strategic client engagement and operational excellence drives successful outcomes in high-pressure environments.
Facilitated pre- and post-closing activities for residential and commercial loans, ensuring accuracy and compliance.
Conducted in-depth interviews with clients to gather comprehensive financial information for loan processing.
Utilized Excel for analyzing credit data, devising strategies to meet client financial goals.
Presented tailored financial products to clients, negotiating terms to achieve mutually beneficial agreements.
Educated clients on financial topics, including credit ratings and consumer protection laws, both verbally and in writing.
Recommended adjustments to financial scenarios based on thorough analysis of lender guidelines and approvals.
Managed document compliance, ensuring secure and legal handling of sensitive financial information.
Experience
10+ Years
Level
Senior
Education
B.S. Finance
Loan Servicing Specialist II Resume
Headline : Accomplished Loan Servicing Specialist with 7 years of expertise in managing loan portfolios and enhancing client experiences. Adept at resolving complex account issues, performing detailed credit assessments, and ensuring compliance with regulatory requirements. Passionate about delivering exceptional service and cultivating strong client relationships in fast-paced environments.
Communicate effectively with clients, addressing complex inquiries regarding loan accounts and payment issues.
Respond promptly to customer calls, ensuring a professional and efficient service experience.
Resolve account discrepancies and perform detailed investigations to maintain accuracy in records.
Initiate outbound calls to customers for account updates and service offerings, utilizing effective customer service techniques.
Research complex inquiries using company resources, escalating issues as necessary for resolution.
Document critical information in servicing systems, including payment arrangements and customer interactions.
Adhere to management directives, updating procedures and activities promptly upon receipt of new information.
Experience
5-7 Years
Level
Executive
Education
B.A. Finance
Sr. Loan Servicing Specialist Resume
Summary : Dynamic Sr. Loan Servicing Specialist with 10 years of extensive experience in managing complex loan portfolios and ensuring regulatory compliance. Expertise in resolving high-stakes issues, conducting in-depth credit assessments, and optimizing loan processes. Passionate about delivering outstanding customer service and fostering long-term client relationships.
Skills : Account Management, Communication Skills, Time Management, Credit Analysis, Risk Assessment
Description :
Conduct comprehensive reviews of loan accounts to ensure compliance with industry regulations and company policies.
Resolve complex issues related to loan servicing, leveraging multiple resources to achieve timely solutions.
Perform detailed credit assessments and risk evaluations for loan applications.
Prepare and distribute critical documentation in accordance with Fannie Mae and Freddie Mac requirements.
Audit financial reports to ensure accuracy and adherence to internal policies.
Facilitate communication between clients and internal teams to enhance service delivery.
Identify opportunities for process improvements to enhance operational efficiency and customer satisfaction.
Experience
7-10 Years
Level
Management
Education
B.S. Finance
Loan Servicing Specialist/Collector Resume
Objective : Proficient Loan Servicing Specialist with 5 years of experience in managing loan accounts and resolving customer inquiries. Skilled in conducting credit assessments, ensuring compliance with regulations, and facilitating effective communication between departments. I excel in optimizing processes to enhance client satisfaction and mitigate risks in high-pressure environments.
Headline : Seasoned Escrow Specialist with 7 years of experience in managing loan servicing processes and ensuring compliance with regulations. Adept at resolving complex escrow issues, conducting detailed credit evaluations, and enhancing client satisfaction. My expertise in fostering strong relationships and navigating high-pressure environments drives exceptional service delivery.
Effectively managed a portfolio of 300 accounts in various stages of the foreclosure process, demonstrating strong organizational and time management skills.
Adapted quickly to dynamic environments, ensuring compliance with evolving regulations.
Collaborated with attorneys and internal teams to streamline foreclosure processes, maintaining adherence to timelines.
Trained and mentored new team members on best practices in loan servicing and escrow management.
Provided insights for operational improvements based on trend analysis and risk assessments.
Created and maintained detailed reports in Excel, showcasing attention to detail and data management expertise.
Conducted thorough reviews of property valuations to determine appropriate actions regarding foreclosure or alternative resolutions.
Experience
5-7 Years
Level
Management
Education
B.S. in B.A.
Loan Servicing Specialist Resume
Summary : Highly skilled Loan Servicing Specialist with 10 years of experience in managing diverse loan portfolios and ensuring compliance with industry regulations. Expertise in resolving intricate account issues, conducting detailed credit assessments, and enhancing customer satisfaction. My proactive approach and commitment to excellence foster strong client relationships and drive operational success.
Collaborated with legal teams on foreclosure and bankruptcy cases.
Conduct thorough interviews with loan applicants to gather personal and financial data for application completion.
Maintained up-to-date knowledge of lending regulations and industry trends.
Provide expert guidance and answers to customer inquiries regarding loan products and transactions.
Utilize computerized systems to record loan applications, credit information, and fund disbursements accurately.
Prepare and generate legal documents, letters, and government notices related to loan processing.
Monitor customer accounts to ensure timely payments and adherence to loan terms and conditions.
Experience
10+ Years
Level
Senior
Education
B.S. Finance
Jr. Mortgage Servicing Specialist Resume
Summary : Over 6+ years of successful experience in customer service/mortgage industry and assisting customers with their Home Loan Modifications and payment processing.
Placed blocks on litigation accounts to prevent loan from being reported while in the process of being settled with attorneys.
Educated customers on resolution alternatives and offered an optimal resolution path, Determined the borrower's reason for delinquency.
Assisted in taking monthly or plan disbursed payments.
Prepared Modification Documents to qualified Borrowers Negotiated Listing prices, and assisted homeowners and third parties with preliminary process of Short Sales from CIT Referrals.
Received inbound queue calls, met monthly call minimum.
Trained new employees on learning company system, call handling guidelines and basic requirements of job.
Worked with home equity team assigning orders to home appraisers.
Experience
7-10 Years
Level
Management
Education
Business Administration
Mortgage Servicing Specialist III Resume
Summary : Professional with extensive experience in Banking and Mortgage Servicing. Computer savvy in Microsoft Office Suite and proprietary mortgage-processing software. Self motivated, analytical and detail oriented, with strong work ethic.
Skills : Strong Customer Service Skills, EMT-B, BLS/CPR, Phlebotomy Skills, and Technical/Electronic Skills., IBM iSeries- AS/400, Microsoft Office, EPIC Medical Records Program.
Description :
Assisting customer with managing their loans.
Providing loan information, processing payments, submitting hardship applications, and escalating inquiries to the correct department for further assistance.
Multi-task between multiple screens to ensure quality service.
Managing emails and voicemail's received from customers daily.
Placing outbound calls to provide resolution to customers.
Call center environment accepting excessive inbound calls daily.
Responsible to research multiple systems and verify the documents of modified loans.
Primary responsibility was entering information acquired from multiple locations.
Experience
7-10 Years
Level
Management
Education
Radiology Technology
Mortgage Servicing Specialist Resume
Summary : Setup and maintained delinquency auto processing rules per Association policy. Generated Friendly Reminder file, export and upload file to Print House.
Skills : Banking, Accounting.
Description :
Ordered, processed, validated, and mailed appraisals and BPOs to customers.
Received valuations and inputted in Equator.
Worked with FNMA to order and receive valuations with VMS system.
Worked with FHLMC to order and receive valuations with SLM System.
Requested vendors to complete the valuations tasks in a timely manner.
Documented controls to analyse, research, and administer the tracking of final documents and work closely with employees and vendors to facilitate lien releases.
Pulled reports and scanned documents in order to process lien releases.
Experience
7-10 Years
Level
Management
Education
Diploma In Accounting
Mortgage Service Specialist Resume
Summary : Hardworking, organized, Mortgage Service Specialist professional with a proven background delivering sensible business technology solutions on time and under budget while working as a team member or team leader.
Skills : Microsoft Office, Organizational Skills.
Description :
Transformed challenging customers into loyal, happy clients by leveraging strengths in premium service delivery.
Finding win-win resolutions by using programs provided by the mortgage department.
Foreclosures, Short Sales, and Refinancing strategies used daily to meet the best alternative for my clients.
Received exemplary and exceeded expectations rating on all performance reviews.
Cited for excellence in interpersonal communications, teamwork, customer service, flexibility, and reliability.
Demonstrated ability to interact with customers from diverse cultures and backgrounds.
Accepted payments by phone.
Experience
10+ Years
Level
Senior
Education
Bachelor's In Nursing
Mortgage Service Specialist Resume
Headline : Mortgage Service Specialist with cross-functional leadership acumen in customer service, default prevention, loss mitigation, foreclosure review, and mortgage service specialist. Management and experience on loan delinquencies, loss mitigation reviews as well as strong analytical skills in trends of default occurrence. Collection and provide a strong quantitative business background derived from expertise in data management, risk assessment, and mortgage analysis.
Skills : Proficient In Office Suite, Planning Skills.
Description :
Reviewed the entire loan from front to back to make sure all the documentation is recorded and imaged in the portal.
Documented are required or not image, hold the loan request for the information, and set up a follow-up date for the loan to be reviewed.
Reviewed delinquent loans to determine if they can be moved forward into the foreclosure process.
Verified each loan had gone through the proper steps as per HUD guidelines to ensure accuracy and reasons that could prevent the loan to the next step.
Collected and Aged inventory review Collect payment from homeowner through inbound and outbound phone calls.
Assisted homeowner to set up payment plans and if possible run homeowners' information to qualify them into a workout plan to help them with the mortgage payments. Review loans to see if they have pending payments.
Completed outbound calls to homeowners to update financials, answered questions pertaining to their mortgages, and provided customer follow-up.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Mortgage Service Specialist Resume
Headline : Mortgage Service Specialist is responsible for leading the sales process and generating leads. This includes taking lead qualification, generating qualified leads and closing mortgages. The Mortgage Service Specialist also coordinates with the mortgage brokers, lenders, and other mortgage service providers to ensure that all parties are working in alignment towards achieving their business goals.
Skills : Microsoft Office, Computer Skills, Type 70 wpm.
Description :
Handled calls in a fast-paced work environment.
Analyzed customer financial data.
Prepared and coordinated required documentation.
Maintained compliance with FDCPA policy Provide support to Mortgage Service Specialist Primaries Acquire and enter customer financial information efficiently and effectively.
Negotiated Payment schedule payments.
Established treatment programs for customers in need of assistance.
Proactively provided customers with solutions to payment and/or tax & insurance issues.
Experience
5-7 Years
Level
Executive
Education
B.S In Marketing
Mortgage Service Specialist Resume
Objective : Mortgage professional seeking to obtain a challenging position with a progressive organization allowing me to utilize my banking and mortgage industry experience, along with my customer service skills while also allowing me the opportunity to grow and advance within the organization as well.
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