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Motion Recruitment Partners Commercial Mortgage Services Specialist in Charlotte, North Carolina

Commercial Mortgage Services Specialist

Charlotte, NC

Hybrid

Contract

$23.72/hr - $26.73/hr

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Customer Service Specialist in Charlotte, NC (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration: 24 Months

Required Skills & Experience

  • Familiar with mortgage documentation including but not limited to: Automated Underwriting Feedback, 1008, Investor Locks, Notes, Deeds of Trust, Allonges, Endorsements and Riders.

  • Familiar with GSE guidelines, wholesale and residential retail processes (commercial experience also considered).

  • Work well in a team environment and have excellent communication.

  • 6+ months of Customer Service, Financial Services, or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.

Desired Skills & Experience

  • Strong Excel skills (Vlookup, data validation and review).

What You Will Be Doing

  • Work with internal & external clients with ongoing systematic updates related to closing agents, insurance, state licensing, background checks, wire instructions, legal modifications, addendums, and new client onboarding.

  • Confirm receipt of legal documentation, maintain system of records to ensure accuracy and compliance at all times.

  • Frequent interaction with clients and closing agents via some phone and mostly email providing updates on approvals, client issues and questions.

  • Participate in or provide support for low complexity initiatives within Customer Service.

  • Review basic or tactical issues, policies, or procedures for which answers can be quickly obtained related to low-risk tasks and deliverables with narrower impact in Customer Service.

  • Receive direction from supervisor and exercise judgment within defined parameters while developing understanding of function, policies, procedures, and compliance requirements.

  • Provide information to client personnel in Customer Service.

You will receive the following benefits:

  • Medical Insurance - Four medical plans to choose from for you and your family

  • Dental & Orthodontia Benefits

  • Vision Benefits

  • Health Savings Account (HSA)

  • Health and Dependent Care Flexible Spending Accounts

  • Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance

  • Hospital Indemnity Insurance

  • 401(k) including match with pre and post-tax options

  • Paid Sick Time Leave

  • Legal and Identity Protection Plans

  • Pre-tax Commuter Benefit

  • 529 College Saver Plan

Motion Recruitment Partners is an Equal Opportunity Employer, including Veterans/Disability/Women. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Accommodation will be provided in all parts of the hiring process as required under Motion Recruitment Employment Accommodation policy. Applicants need to make their needs known in advance.

Posted by: Rene Sadlier

Specialization: Customer Support / Call Center / Client

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