A Servicing Specialist is a financial professional who works at a bank and other financial institution, that specializes in lending money to individuals, and businesses. A well-written Servicing Specialist Resume mentions the following core duties – consulting clients concerning performance in areas like services, custodial account management, and loss mitigation; supporting clients in adherence with established guidelines, and selling requirements, ensuring all loan servicing disclosures are completely error-free, managing and supervising disclosures are completely error-free, managing and supervising complicated reporting, remitting and re-pricing; and reviewing and maintaining loan payoffs and disbursements.
The most sought-after skills for the post include the following – the ability to provide courteous, knowledge and professional customer service both in person and on the telephone, strong skills operating a personal computer including MS Word, and MS Outlook, and navigating skills; good judgment skills, and minimal supervision skills. An associate’s degree is normally preferred for this type of profession.
Headline : Detail oriented and ability to prioritize workload. Customer service specialist with versatile skill set with experience in customer service, written and oral communication. Exceptional presentation and organizational skills, strong analytical, project management, strong business understanding and strategic thinking skills.
Skills : Microsoft Office, Financial Analysis, Credit Analysis.
Description :
Ability to research, explain and answer questions regarding loan documents, payments, payoff, taxes, insurance, escrow accounts and loan is purchases from other investors.
Answered incoming calls daily from borrowers, insurance and title companies in a professional manner.
Recorded a short business correspondence.
Collected and processed payments each day.
Ability to apply strong accounting skills to work up daily payment report, journal entries, and check request.
Made collection calls for outstanding payments and arranges a time when borrower can send delinquent payment.
Forwarded payments due to new investors by endorsing the check and sending by UPS next day.
Experience
5-7 Years
Level
Executive
Education
Associate's In Social Sciences
Servicing Specialist Resume
Headline : To utilize my extensive clerical/customer service skills with a company in order to produce a long lasting career in customer satisfaction, company revenue, and profit increase.
Provided accurate, clear, and concise responses to incoming student loan customer calls, with a focus on providing world class customer satisfaction all while maintaining a great attitude and efficiency.
Performed processing functions necessary to facilitate first call resolution.
Displayed a strong working knowledge of multiple loan programs and the many products offered with those programs.
Included understanding the complex rules and regulations pertaining to student loan servicing.
Relayed information to customers on the various repayment options and Benefit Programs available to them throughout the life cycle of the loan.
Motivated team player with a knack for fostering relationships and providing support.
Consistently received compliments through a formal process based on my interaction with borrowers.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Servicing Specialist Resume
Headline : Highly qualified Servicing Specialist with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.
Skills : Planning Skills, Customer Service.
Description :
Provided accurate, clear, and concise responses to incoming student loan customer calls.
Asked probing questions to inquire the customers exact needs while using my personality to establish a rapport with the customer to make sure I provide world class customer satisfaction.
Processed functions necessary to facilitate first call resolution.
Educated customers on multiple loan programs and repayment options that best suit the customers needs while keeping in mind what the customer can afford.
Displayed a strong working knowledge of multiple loan programs and the many products offered with those programs.
Thoroughly understood the rules and regulations pertaining to student loan servicing.
Counseled customers on the various Benefit Programs available to them throughout the life cycle of the loan.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Servicing Specialist Resume
Objective : As a Servicing Specialist, responsible for Searching for employment opportunities in a call center environment. With my skill set in providing the customer with a superior customer experience and specializing in Retention, Sales, and Account Management, I feel that I can be an asset to any company.
Skills : Superior customer service, Organizational Skills, Analytical Skills.
Description :
Processed payments, informing customers of current payment schedules and current enrollment status on account.
Ran monthly insurance and tax report for renewal premiums and upcoming tax bills.
Disbursed FHA, PMI, homeowners and flood insurance, county and city taxes from escrow accounts.
Collaborated with customers and team members to identify issues and deliver long-term solutions.
Confered with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.
Ensured that all collection activity complied with and is conducted within Federal, State and Local guidelines.
Analyzed financial statements and generate financial spreads for commercial loans - Monitor payment trends of commercial loans and keep track of .
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Servicing Specialist Resume
Headline : A Servicing Specialist position with growth potential where my discipline, positive attitude, professionalism, managerial supervisory skills can be utilized.
Skills : Microsoft Office, Customer Service, Management, Billing & Payments.
Description :
Arranged for debt repayment or establish repayment schedules, based on customers' financial situations.
Located and notified customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
Advised customers of necessary actions and strategies for debt repayment.
Located and monitored overdue accounts, using computers and a variety of automated systems.
Recorded information about financial status of customers and status of collection efforts.
Traced delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.
Persuaded customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
Experience
5-7 Years
Level
Executive
Education
BS In Business Management
Servicing Specialist Resume
Summary : Versatile Servicing Specialist Professional with diversified experience in self-directed management and individual contributor roles. A resourceful leader with proven ability to build strong relationships and cohesive teams. Demonstrated effectiveness engineering organizational change and integrating continuous process improvements to provide world-class customer service.
Skills : MS Office, Medical Terminology.
Description :
Responsible for new loan boarding of all FNMA loans transferred to sub-servicer.
Performed ongoing quality control reviews of sub-servicer activity to ensure compliance with federal regulations/CFPB guidelines.
Prepared all documentation to facilitate servicer transfers including goodbye letters, loss payee, tax authority, and MI carrier changes.
Liaisoned between borrower, loan officers, and sub-servicer on all escalated complaints until issue is resolved.
Monitored aged loan report to pay all tax and insurance premiums currently due.
Generated and reviewed monthly billing statements, posts payments to the borrowers account, and follows up on any outstanding funds.
Daily reviewed of purchased loans to ensure correct principal and escrow balances are taken by investor.
Experience
7-10 Years
Level
Management
Education
High School Diploma In Business
Servicing Specialist Resume
Summary : Accomplished Servicing Specialist, Liaison, and Account Executive with significant experience in the mortgage banking industry. Extensive experience in establishing and maintaining customer relationships, managing mortgage portfolios in all areas of service, implementing new accounts, and managing existing accounts for insurance tracking of hazard, wind, and flood as it relates to mortgage loans.
Skills : Customer Service, Written And Verbal Communication, Basic Computer.
Description :
Managed the relationship between Fannie Mae and an assigned group of lenders - managed Fannie Mae's largest account.
Communicated and monitored all goals and requirements related to servicing performance including reporting, remitting, reconciling, and default management for an assigned group of customers Monitored the financial eligibility, documented custodian(s), and custodial bank accounts of assigned lender group.
Worked with senior lender management at the CEO, President, and Vice President level to discuss pertinent business issues and concerns.
Reviewed, developed, and implemented policies, procedures, and strategies for both internal management and lender management to minimize risk and losses for Fannie Mae.
Created and presented servicing-related training to both internal and external customers.
Provided accurate and concise responses to incoming student loan customer calls with a focus on customer satisfaction.
Attached immobilizing devices for vehicles that have violated local and state laws.
Experience
7-10 Years
Level
Management
Education
BBA
Servicing Specialist Resume
Objective : Dedicated and accurate with extensive experience in legal and financial services, with a reputation for high attention to detail, effectively problem-solving, and competency. Proven success adapting to changing situations and quickly learning new processes and procedures. Strong interpersonal, communication, organizational, and prioritization skills. Work well under pressure and with deadlines.
Skills : Microsoft Office 45+wpm Lexus Nexus, Managing Skills.
Description :
Assisted clients in the area of pre-settlement funding.
Monitored files in regards to the progress of pending lawsuits.
Skipped tracing knowledge required.
Upheld a strong working knowledge of multiple loan programs, and the complex rules and regulations pertaining to student loan servicing.
Research and resolve all monetary discrepancies.
Defused irate customers with delicacy.
Patrolled assigned area, checks vehicles for non-moving traffic violations, and issued parking citations.
Experience
2-5 Years
Level
Junior
Education
Bachelor Of Arts In Liberal Arts
Servicing Specialist Resume
Objective : Over eight years of experience in Customer Service and Sales, Establishing a track record of achieving and over-achieving goals, Excellent communication skills, Profound organization skills, Ability to turn a negative situation positive, Ability to learn quickly, and excels in fast-paced environments.
Skills : MS Office, Excel, Multitasking.
Description :
Trained new employees in the daily functions that are performed in the servicing area.
Prepared routine letters to members, subordination agreements as requested, partial lien releases as required and full satisfaction of mortgage releases on liens which are paid in full.
Provided information regarding mortgage products.
Handled inquiries from members and employees regarding the servicing of real estate loans, such as questions relating to payments, insurance, taxes, etc.
Assisted with Lender Placed Insurance program through vendor site. Communicates with both vendors and members.
Assisted with the preparation of escrow analyses annually & ensures that all insurance coverage and endorsements are properly maintained.
Determined that all escrow accounts are current and all escrow is paid in a timely manner.
Experience
2-5 Years
Level
Executive
Education
MS
Servicing Specialist Resume
Headline : As a Servicing Specialist, responsible for Processing daily transactional activity on syndicated and participated facilities, including preparation and distribution of loan advice to all parties, system posting, and reconciliation of all funds received or disbursed.
Skills : Managing Skills, Organizational Skills.
Description :
Filed maintains index changes on adjustable-rate loans.
Verified that rate changes are accurate and notices are mailed in a timely manner.
Cross sold appropriate credit union products and services.
Organized closed real estate files and tracked final titles to ensure they are received in a timely manner.
Contributed to meeting or exceeding the department's goals which are created in conjunction with corporate goals.
Carried out assigned responsibilities with a minimum number of errors according to established department standards.
Worked with Mortgage Services team to ensure compliance with federal regulations and Credit Union policy.
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