Mortgage Servicing Specialist
About this role
The Mortgage Servicing Specialist is responsible for the day-to-day administration of residential mortgage loans following closing. This role ensures accurate loan maintenance, regulatory compliance, and high-quality customer support throughout the life of the loan. The position supports servicing activities including payment processing and borrower inquiries while adhering to state and federal regulations and investor guidelines (e.g., Portfolio, Fannie Mae, Freddie Mac, VA, and FHLB where applicable).
Hybrid work schedule
Position Specific Responsibilities
• Handles straightforward customer inquiries; escalates complex issues
• Performs routine mortgage loan servicing tasks including processing mortgage payments, preparing mortgage payoff quotes, mortgage satisfactions, and recording mortgage documents.
• Responsible for FIS system maintenance of loan payments made via ACH.
• Performs daily review and processing of various loan level reports to ensure unapplied funds and non-post items are credited to the loans timely and accurately.
• Research outstanding items on various loan GL’s and DDA’s and clear within appropriate timeframes.
• Identify potential prospects for customer convenience opportunities (i.e., APO, EDO).
Job Requirements – Education, Knowledge and Skills
• Strong attention to detail and accuracy
• Effective verbal and written communication
• Ability to follow procedures and work in a structured environment
• Time management and willingness to learn
• Ability to handle multiple tasks, while meeting deadlines and maintaining quality levels. Demonstrates flexibility in responding to changes in assignment and job responsibility in a dynamic, fast-paced environment.
• Minimum High School Diploma or equivalent.
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
Company at a glance
Johnson Financial Group specializes in funding estate, business succession, executive compensation, retirement, and employee benefit plans with insurance products and qualified retirement plan investments for select individuals and closely held businesses. Since 1974, we have been combining our extensive knowledge in these sophisticated planning areas with our objectivity in offering access to multiple insurance products and retirement plan money managers. We feel our attention to detail, coupled with our absence of bias to any particular insurance company, product, or retirement plan money manager distinguishes us from our peers.
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