Mortgage Servicing Specialist I

Univest Financial Corporation is seeking a detail-oriented Mortgage Servicing Specialist I to support key mortgage servicing functions, including loan boarding, escrow setup and maintenance, PMI processing, and timely resolution of internal and external customer requests. This is a hybrid position based at Harbor Place in Souderton, PA, offering the opportunity to collaborate with a knowledgeable team while helping ensure accurate, compliant servicing and exceptional customer experiences.

Responsibilities

• 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
• Reply to telephone and email requests from internal and external customers for mortgage loan information
• Reply 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
• Disburse payments from escrow for quarterly and yearly tax bills
• Disburse payments from escrow for monthly payments to PMI companies
• Activate PMI for newly boarded loans
• Understand and analyze complex escrow issues like handling tax shortages due to increases in homeowners’ insurance and taxes
• Assist customer and branch staff with inquiries for homeowner’s insurance claims and track progress
• Daily settlements on Escrow general ledger and private mortgage insurance (PMI) general ledger
• Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct
• Perform other duties as assigned

Skills

• Bachelor's degree or a minimum of 1 year bank loan operations experience or equivalent required related education and experience
• Excellent customer service, telephone skills, written and verbal communication
• Have a comprehension of mortgage loan documents and processing (including escrow)
• Ability to work separately and as part of a team
• Ability to prioritize, organize, and enter data accurately
• Experience with Private Mortgage Insurance a plus
• Advanced PC, Word, Excel skills, Encompass, Jack Henry, Ground Control, and BlackLine a plus

Benefits

• Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• 15 days annually (prorated your first year)
• 12 weeks of sick time with a doctors note after 6 months of service
• 11 paid holidays
• Company paid life insurance
• Other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts on loan products
• Professional development trainings

Company Overview