Client Service Specialist

3 weeks ago


Stevens Point, Wisconsin, United States Disability Solutions Full time
Overview

At Associated Bank, we strive to create a culture where diverse perspectives are valued and recognized as essential to our success. If you thrive in an environment that encourages growth and development, then Associated Bank may be the right fit for you.

Salary

The estimated annual salary for this position is around $55,000-$65,000 based on industry standards and location. Competitive salaries with opportunities for professional development and advancement are offered at Associated Bank.

Job Description

As a Client Service Specialist, you will be responsible for reviewing, preparing, and delivering mail correspondence/documents in a timely manner. You will work under the direction of the DS Supervisor to pre-screen assistance and Release of Liability applications, and collaborate with customers to complete required documentation. Your tasks will include submitting PMI and GSE claims accurately and efficiently, completing weekly and monthly reporting, and identifying account information for accuracy. To ensure compliance with state, federal, regulatory, investor, and bank guidelines, you will activate accounts into the appropriate status, compile and maintain accurate records, and work with attorneys, appraisal companies, title companies, investors, PMI networks, and customers as applicable. You will address customer inquiries through phone calls, emails, and standard mail as needed.

Key Responsibilities

- Adhere to policies and procedures to ensure compliance with bank, audit, regulatory, and investor guidelines.

- Communicate with customers, title companies, loan officers, insurance companies, GSE, PMI companies, other 3rd parties, and servicing personnel regarding mortgage loan servicing.

- Review documents submitted for LM workouts and release of liability requests, and communicate with customers or other parties as necessary.

- Track and report work, identify errors, maintain organized records, review account information, perform system maintenance, and assemble loan documents for coordination.

- Prepare, edit, distribute, and correct interdepartmental daily, weekly, and monthly delinquency reports, including HUD & MI delinquency, correspondence, and servicing system.

- Prepare files for servicing staff, document individual core systems, and image all correspondence.

Requirements

- Associate's degree or equivalent combination of education and experience required

- 2-4 years of office, customer service, or banking experience required

Benefits

Associated Bank offers a comprehensive benefits package, including retirement savings, paid time off, diversity-focused Colleague Resource Groups, competitive salaries, bonus benefits, personal banking, loan, investment, and insurance benefits, and much more. We pride ourselves on creating a diverse workforce and consider our colleagues critical to our continued success. Join us in creating a workplace where colleagues can grow and develop their skills.

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