Loan Servicing & Documentation Specialist

Minnbankers; Minnesota; On-site; USD 29,000 - 37,000; Full time

Job summary

Sherburne Bank in Becker, MN is seeking a Mortgage Loan Servicing Assistant to provide administrative support and technical assistance to loan processing operations. The role covers document management, insurance disbursement, escrow analysis, and file servicing while ensuring accuracy and timeliness.

Ideal candidates will have a high school diploma (finance/admin degree preferred), 2+ years of relevant experience, and familiarity with CSI core banking software.

Qualifications

• High school diploma or equivalent required; finance/admin degree preferred.
• Minimum two years of relevant work experience preferred.
• Familiarity with CSI core banking software for loan docs, tracking, servicing, or account maintenance.

Responsibilities

• Provide administrative support to loan processing operations.
• Assist in document management for all loan files.
• Disburse insurance invoices for escrowed/non-escrowing loans.
• Track exceptions and property taxes for escrowed loans.
• Perform annual escrow analysis and mail statements.
• Organize, scan, and service related documents.
• Maintain accurate customer records, rates, and system configurations.
• Ensure compliance with investor guidelines.

Skills

Attention to Detail

General Math Skills

Written and Verbal Communication

Integrity

Time Management

Financial Skills

Financial Software Knowledge

Thoroughness

Documentation Skills

Continual Improvement

Education

High school Diploma or equivalent

Finance or Business-related degree preferred

Tools

CSI Loan System

Job description

Sherburne Bank in Becker, MN is seeking a Mortgage Loan Servicing Assistant to provide administrative support and technical assistance to loan processing operations. The role covers document management, insurance disbursement, escrow analysis, and file servicing while ensuring accuracy and timeliness.

Ideal candidates will have a high school diploma (finance/admin degree preferred), 2+ years of relevant experience, and familiarity with CSI core banking software.