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- Interfacing with Financial advisors, their staff and private bankers to resolve complex servicing issues and escalations
- Reviewing documentation, analyzing and preparing appropriate recommendation for insurance, escrow, taxes or any other issue that may arise during the life of the loan
- Providing High Touch/White Glove single point of contact for advisors and bankers until issue resolution.
- Working knowledge of escrow analysis and escrow accounting
- Familiarity with insurance requirements including force placement and loss draft
- Working knowledge of applicable regulatory guidelines related to mortgage servicing, with focus of default management activities
- Familiarity with mortgage origination documents such as mortgage, promissory note etc.
- Strong Computer skills- must be familiar with how to navigate a Microsoft Windows environment and have a working knowledge of Microsoft Office software