10 days old

Mortgage Loan Servicing Specialist

Coulee Bank
La Crosse, WI 54601
  • Job Code

This position participates in completion of loan data input and file maintenance, daily report resolution, transaction processing, reconciliations, problem solving for customer inquiries, loan account balancing, reporting and submits funds as directed with various loan types in accordance with established internal standards and external regulations. Calculates and completes all financial transactions associated with investor remittance. Ensures all activities are completed in accordance with contractual guidelines of loan partners and secondary market PMI insurance providers.


  • Maintains knowledge of bank mortgage products and services and current trends and developments in the industry affecting loans, including legal and regulatory requirements.
  • Performs investigation and research on routine and escalated items to include interface with other departments and branch offices to resolve problems and issues in a timely manner.
  • Prepares necessary documents and or related reporting in support of loan payments, default processing activities as needed.
  • Ensure the general ledger accounts assigned are balanced in an accurate and timely manner.
  • Prepare and monitor daily, monthly, quarterly and annual reports related to bank loans in a timely manner.
  • Reconciles and balances work, verifies accuracy of computations and researches and resolves discrepancies as needed.
  • Responsible for the monitoring of exception reports, investigation and resolution of cases in an accurate and timely manner.
  • Responds to a variety of questions and inquiries from internal and external customers, in a timely and thorough manner.
  • Responsible for compliance with regulatory and investor guidelines and keeps current with all Federal, State, industry specific and bank policies and procedures.
  • Assists lenders with questions about the functions and capabilities of the loan system in a timely manner.
  • Provides back up to the Commercial & Retail loan servicing function on an as needed basis.
  • Monitors workflow and operational efficiency in order to recommend changes and operation improvements to enhance profitability of the bank.
  • Attend continuous training to stay on top of industry trends, developments and changes in regulatory laws.
  • Participates in the resolution of particularly sensitive or complex situations related to loan servicing in a timely manner.
  • Ensures confidentiality of bank and customer service data.
  • Maintain proficiency in using all applicable software to this position.
  • Act as a project contact as requested.

  • Prior experience within the banking industry is required. Experience with and exposure to Real Estate and/or Escrow documentation is preferred.
  • Work experience requiring attention to detail, accuracy, and strong organization skills
  • Advanced math skills. Must know how to calculate interest (including default interest) and have an understanding of amortization schedules
  • Strong verbal and written communication skills
  • Ability to provide a high level of service to both internal and external customers.
  • Ability to work efficiently in a fast-paced, multi-tasked environment.
  • Ability to meet multiple deadlines.
  • Ability to make sound decisions and come to resolution on complex customer issues.
  • Experience and knowledge of the Microsoft Office suite of products including Word, Excel and Outlook
  • Prior experience using banking systems and ability to learn and work independently on bank systems.
  • Ability to handle sensitive client information in a confidential manner

Posted: 2020-10-16 Expires: 2020-11-16

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Mortgage Loan Servicing Specialist

Coulee Bank
La Crosse, WI 54601

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