Loan Servicing Representative

Jobtailor; Orlando (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Jobtailor in Orlando, FL is seeking a detail-oriented Loan Servicing Specialist to perform portfolio servicing duties, process payments, update accounts, and post adjustments across multiple systems.

You will handle daily credit card re-attempts, cash reconciliations, and coordination of daily tasks across platforms, while keeping accurate servicing records and clear owner communications.

Strong Excel and Office skills and the ability to work in a collaborative team are essential.

Qualifications

• Proficiency with Windows and MS Office, especially Excel.
• Strong attention to detail and accuracy in data handling.
• Excellent organizational skills and ability to manage multiple tasks.
• Clear verbal and written communication abilities.
• Ability to work well in a team environment.
• 0-2 years of related experience; accounting/loan servicing preferred.

Responsibilities

• Perform portfolio servicing duties: process payments, update accounts, refunds, and post adjustments.
• Re-attempt daily credit card transactions that failed authorization.
• Work EFT Task Queue to adjust interest rates and payment amounts for mortgage portfolios.
• Manage impaired accounts and adjust rates, payment amounts, and methods.
• Communicate with owners about credit card maintenance and payment statuses.
• Post payments for the Loan Servicing Department.
• Support daily cash reconciliation across accounts and systems; ensure accuracy and compliance.
• Prepare cash reconciliations and determine correcting entries for reconciling items.
• Coordinate receipt and assignment of daily tasks across platforms; ensure timely completion.
• Update servicing system accounts to align with sale documents.
• Maintain recurring credit card payment schedules and reports.
• Process cancellations, upgrades/equity trades, and reinstatements.

Skills

Excel

Attention to detail

Organizational skills

Teamwork

Education

High school diploma or equivalent

Tools

Windows

Microsoft Office

Job description

• Perform portfolio servicing duties, including processing payments, updating accounts, processing refunds, and posting adjustments in the applicable systems.
• Execute daily, manual re-attempts of credit cards that did not get a successful authorization.
• Work EFT Task Queue to adjust interest rates and payment amounts for all mortgage portfolios.
• Manage impaired accounts to adjust interest rates, payment amounts, and payment methods.
• Communicate to owners regarding credit card maintenance (upcoming expiration dates, declined payments, etc.).
• Post payments for the Loan Servicing Department.
• Support the integration and optimization of the daily cash reconciliation process across multiple accounts and systems, ensuring accuracy, timeliness, and adherence to internal controls.
• Prepare cash reconciliations related to assigned entities. Determine correcting entries for reconciling items.
• Coordinate the receipt and assignment of daily tasks across multiple platforms, ensuring timely and accurate completion.
• Update accounts in servicing system for consistency with sale documents.
• Maintain recurring credit card payment schedules and reports.
• Process cancelations, upgrades/equity trades, and reinstatements.

Requirements

• Highly proficient computer skills, including Windows and Microsoft Office products, particularly Excel.
• Experience automating and standardizing operational processes.
• Excellent organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to work in a team environment.
• High school Diploma or Equivalent.
• 0-2 years of related experience.
• Accounting and/or loan/receivables servicing experience desired.