Representative I, Consumer

2 weeks ago


South Bend, United States 1st Source Bank Full time

ESSENTIAL REQUIREMENTS Responsible for taking inbound calls from consumer and mortgage customers. Administers escrow accounts, including tax, insurance and MIP/PMI payments and ensure timely disbursements Maintains accurate and up-to-date loan records in the system related to customer service notes, insurance maintenance and follow-up and other relevant information. Responsible for the completion and delivery of all payoff quote requests in a timely manner. Generates reports and/or complete project work as needed. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and comply with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS One () - two () years of experience in loan servicing, customer service, or a related field preferred Knowledge and/or experience with consumer/ mortgage servicing software and/or systems. Ability to execute in a fast-paced environment while balancing multiple priorities. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Basic Microsoft Office skills (Word, Excel, Outlook). Ability to effectively listen and elicit information. Ability to sit for extended periods of time wearing a telephone headset. Excellent verbal, written, and interpersonal communication skills. Ability to meet or exceed goals and objectives while fostering a team atmosphere. Ability to work effectively in a structured but flexible environment. EDUCATION High School Diploma/GED required. TRAVEL REQUIREMENTS Ability to travel to all locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc.PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.



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