Account Servicing Administrative Assistant I

Foundation Finance Company Careers; Rothschild (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

Foundation Finance Company Careers in Wisconsin seeks an Account Servicing Administrative Assistant I to handle daily duties for the Account Servicing department and provide support to other departments as needed.

You will perform administrative tasks such as data entry, document uploads, handling mail, and responding to inquiries about loan balances and payoffs. This on-site role requires reliability, attention to detail, and the ability to work under deadlines.

Qualifications

• High school diploma/GED equivalent.
• 2 years of office/customer service experience.
• Strong typing skills.
• Strong attention to detail.
• Professional phone presence and excellent verbal and written communication skills.

Responsibilities

• Perform administrative department responsibilities including, but not limited to, conducting account research, processing customer requests, entering data into loan servicing system, sorting and distributing inbound and outbound mail correspondence.
• Accurately and efficiently upload documents into the system of records.
• Review and respond to emails and inquiries related to loan balances, payoffs, and appropriate decisioning.
• Assist with cross-training administrative staff on tasks as assigned.
• Follow policies and procedures to complete tasks accurately and on time.
• Correspond with title companies when necessary for subordination requirements.
• Conduct facility assignments including, but not limited to, greeting visitors and staff, handling accommodations when visitors are on site, maintaining an organized office environment, and providing general information and assistance as it pertains to the role.
• Provide backup for other Administrative Assistants as needed.
• Other duties as assigned by management.

Skills

Typing

Attention to detail

Communication skills

Customer service

Office administration

Education

High school diploma/GED

Job description

The Account Servicing Administrative Assistant I handles daily duties and other projects assigned by management for the Account Servicing department. This role provides additional administrative support to other departments as needed.

Essential Duties and Responsibilities

• Perform administrative department responsibilities including, but not limited to, conducting account research, processing customer requests, entering data into loan servicing system, sorting and distributing inbound and outbound mail correspondence.
• Accurately and efficiently upload documents into the system of records.
• Review and respond to emails and inquiries related to loan balances, payoffs, and appropriate decisioning.
• Assist with cross-training administrative staff on tasks as assigned.
• Follow policies and procedures to complete tasks accurately and on time.
• Correspond with title companies when necessary for subordination requirements.
• Conduct facility assignments including, but not limited to, greeting visitors and staff, handling accommodations when visitors are on site, maintaining an organized office environment, and providing general information and assistance as it pertains to the role.
• Provide backup for other Administrative Assistants as needed.
• Other duties as assigned by management.

Must be able to take direction and work well with others. Must be able to work under the stress of deadlines. Must be able to concentrate and perform accurately. Must be able to react to change productively

Minimum Qualifications

• High school diploma/GED equivalent.
• 2 years of office/customer service experience.
• Strong typing skills.
• Strong attention to detail.
• Professional phone presence and excellent verbal and written communication skills.

This position requires the candidate to work onsite Monday-Friday 8:00 AM to 5:00 PM with a one hour lunch or 8:30 AM to 5:00 PM with a half hour lunch.