Loan Servicing Specialist (Part-Time)

JSC Federal Credit Union; Town of Texas (WI); In loco; USD 19.000 - 30.000; Part-time

Descrizione del lavoro

The Lending Associate at Wellby Financial provides operational and member service support for consumer and mortgage loans. This entry-level role handles servicing transactions, maintains records, and supports daily loan administration to ensure accuracy and compliance.

You will work with team members to deliver friendly, professional service, process payments, assist payoff requests, and help escrow and document management activities while upholding Wellby Core Values and regulatory requirements.

Competenze

• High School diploma or equivalent required.
• Basic knowledge of loan servicing, financial services, or recordkeeping preferred.
• Proficient in Microsoft Office Suite; experience with loan servicing systems is a plus.

Mansioni

• Provide friendly, professional, and accurate service to members regarding loan accounts.
• Process and post loan payments and servicing transactions per procedures.
• Maintain accurate loan records and update information in servicing systems.
• Assist with mortgage escrow administration activities (taxes, insurance).
• Identify discrepancies and escalate issues to supervisor for resolution.
• Follow internal controls to safeguard member information and Wellby assets.

Conoscenze

MS Office

Loan servicing

Data entry

Formazione

High School diploma or equivalent

Strumenti

Microsoft Word

Microsoft Excel

Outlook

Descrizione del lavoro

The Lending Associate at Wellby Financial provides operational and member service support for consumer and mortgage loans. This entry-level role handles servicing transactions, maintains records, and supports daily loan administration to ensure accuracy and compliance.

You will work with team members to deliver friendly, professional service, process payments, assist payoff requests, and help escrow and document management activities while upholding Wellby Core Values and regulatory requirements.