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    Customer Service Representative - Salt Lake City, United States - Security National Financial

    Security National Financial
    Security National Financial Salt Lake City, United States

    3 weeks ago

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    Description

    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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