Customer Service Representative

1 month ago

Salt Lake City, United States Security National Financial Full time

Customer Service Representative - Mortgage

SNMC - Corp Job Type Full-time Description Our mission is simple: we want to provide the very best in Life Insurance, Mortuary, Cemetery and Mortgages. People love our products and . We've been recognized as a "Top Workplace" for 6 years in a row.

**What You'll Do**

The Customer Service Representative is an integral part of our company's success. We are seeking candidates that have a professional and courteous approach with an enthusiasm to problem solve.

**Duties will include:**

* Follow all applicable rules and regulations surrounding proper phone etiquette and financial servicing

* Answer customer and internal client questions about their financial products such as: payments, escrow, insurance, taxes, year-end interest statements, and solving customer issues via phone and email

* Contact customers, insurance agents, tax agencies, title companies, business partners and other internal departments/branches

* Perform several different servicing processes such as: Payment processing, Escrow disbursement and analysis, Loan purchase and servicing transfers, Payoff processing, Reconveyances, Reconciliation reports, Early stage collections

* Track due dates and pay insurance and/or property tax on behalf of borrowers from escrow accounts by expiration or due dates

* Assist other team members when necessary to ensure daily work is completed timely for the department

Requirements **What We'll Love About You**

* Mortgage experience is preferred

* Bilingual in Spanish is required

* Attention to detail, efficiency in work, and being open to feedback

* Good data entry skills and phone etiquette are required.

* Letter writing skills are needed for professional email responses

* Must be able to prioritize daily tasks for efficient completion

* Ability to validate information from the closed loan documents to the Servicing system to set up mortgage loans for servicing

* Proficiency in Microsoft Office Suite of Products: Word, Excel and the ability to learn new systems. We use Encompass, Servicing Director and OnBase for our Loans and Documents. We access MERS and investor portals via the web

* **Great Company Culture.** Top Workplaces 6 years in a row

* **Rest and Relaxation**. 2 weeks paid time off, 10 paid holidays, and accrued sick leave

* **Health Benefits**. Medical with HSA and FSA options, dental, and vision

* **Prepare for the Future**. 401(k) with company match

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