Univest

Mortgage Servicing Specialist I

Univest Souderton, PA

Overview

Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We're hiring a Mortgage Servicing Specialist I to join our Loan Operations Team.

Responsibilities

Sort, label, and file loan files in vault

Process mail and FedEx packages

Scan documents into Microsoft Office and archive them in the Jack Henry banking system

Monitor Tax Reports received from LERETA Tax Services and add new bills to spreadsheet

Disburse payments from escrow for quarterly and yearly tax bills

Disburse payments from escrow for monthly payments to PMI companies

Input new mortgage loans to the JH Banking System and verify accuracy, especially with escrow amounts

Perform quality control of mortgage and escrow documents scanned in Synergy Imagining System after loan input

Fund mortgages sold to investors via Jack Henry and maintain Excel spreadsheet for reporting purposes

Respond to telephone and email requests from internal and external customers for mortgage loan information

Respond to telephone and email requests from internal and external customers for mortgage escrow information and handle annual escrow analysis statement questions

Process the addition and removal of escrow accounts based on investor guidelines

Qualifications

  • High School Diploma or GED equivalent
  • Excellent customer service, telephone skills, written and verbal communication
  • Understanding of mortgage loan documents and processing (including escrow)
  • Ability to work independently and as part of a team
  • Ability to prioritize, organize, and enter data accurately
  • Advanced PC, Word, Excel skills

Click here for Benefit Information

#Univest

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

  • Seniority level

    Not Applicable
  • Employment type

    Full-time
  • Job function

    Finance and Sales
  • Industries

    Financial Services

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