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Servicing Support Specialist I, II

Reports To: Mortgage Servicing Administration Default Manager


Primary Functions: Mortgage Servicing Administration and Real Estate Loan Center Receptionist. Performs General department support functions.


Duties and Responsibilities:


  1. Perform as receptionist for Mortgage Servicing (MSA) and Real Estate Lending Department (RELC). Answers and direct calls, takes messages. Greets mortgage and real estate loan borrowers/members. May provide loan program information and/or applications, accepts payments and issue receipts.
  2. Responsible for monitoring supply levels and coordinating with MSA Administration Support Officer for ordering supplies.
  3. Responsible for opening mail, processing and distributing to the appropriate units in MSA or RELC or routing to appropriate department within the credit union. Research and obtain loan numbers for mail that does not reference a loan number and sort and distribute insurance mail (hazard, flood, MI) to the appropriate MSA Specialist.
  4. Responsible for overnight mailing via UPS or Fed-Ex as appropriate.
  5. Responsible for monitoring real estate loans paid off, preparing reconveyance requests for paid in full loans and sending documents for imaging.
  6. Maintains tracking of paid in full loans report for MSA.
  7. May provide documents to the subservicing vendor as required through various reports and/or requests to include AHFC paid in full notes.
  8. Assist with preparing files/documents for records retention or imaging as required.
  9. Provides support to mortgage servicing as needed.
  10. Performs other duties as assigned.

Education: High school graduate or equivalent.


Creditable Experience in Lieu of Education: Not Applicable


Experience/Skills: One-year prior clerical work experience with public contact is preferred. Must be able to answer multiple phone lines, direct callers and maintain a professional and courteous image. This position is required to greet members/borrowers in person, directing them to the appropriate person. Filing in alphabetical, numerical, or color-coded sequence. Ability to identify and differentiate documents. Proficient calculator, typing of 30-35 w.p.m., data input skills and familiarity with general office equipment is required.


Tenure: Servicing Support Specialist II, Category 16 requires six months tenure in the Servicing Support Specialist I position with performance that meets or exceeds expectations. Directly related work experience and/or accelerated training completion may be substituted for tenure.


Equal Opportunity Employer

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