Mortgage Loan Servicing Assistant

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

Summary:
Provide administrative support and technical assistance to loan processing operations.

Mortgage Loan Servicing Assistant

Sherburne Bank

12500 Sherburne Ave, Becker, MN 55308

Job Description

Summary:
Provide administrative support and technical assistance to loan processing operations.

Essential Functions and Responsibilities: Including but not limited to:

• Document Management: Assist in the organization and maintenance of all loan documents for all loan files.
• Insurance Disbursement: Disburse Insurance – Obtaining insurance invoices for escrowed and non-escrowing loans.
• Exception Tracking: Document exception tracking for all non-escrowed loans.
• Property Tax Tracking: Track and Disburse Property taxes along with notifying the county of new escrowed loans and loans that have been paid off.
• Escrow Analysis: Escrow Analysis – Annual escrow statement review and mailing.
• File Servicing & Scanning: Organizing, scanning, and servicing related documents.
• Time & Record Management: Proven ability to organize priorities, meet deadlines, and manage peak periods of activity while maintaining related paper records.
• System File Maintenance: Responsible for performing routine updates to ensure accurate customer records, interest rates, account statuses, and system configurations.
• Investor Reporting: Ensures full compliance with investor guidelines.
• Additional Duties: Complete other duties as assigned by management.

Knowledge, Skills, and Abilities:

• Attention to Detail: Attention to Detail
• Mathematical Proficiency: General Math Skills
• Communication: Written and Verbal Communication
• Ethics & Standards: Integrity
• Time Management: Ability to Multitask and Meet Deadlines
• Financial Acumen: Financial Skills
• Technical Proficiency: Financial Software Knowledge
• Quality & Accuracy: Thoroughness
• Record Keeping: Documentation Skills
• Professional Growth: Strive for Continual Improvement

Location: Becker, MN

Pay Range: $21.00 to $27.00/hour

Education & Experience

• Academic Credentials: High school Diploma or equivalent; degree in finance, business administration, or related field preferred.
• Relevant Background: Minimum two-year relevant work experience preferred.
• Knowledge of CSI Loan System Preferred: Familiarity with using CSI core banking software for loan documentation, tracking, servicing, or account maintenance.

About Us

Sherburne Bank has been a cornerstone of the communities we serve since its founding in 1920. As an independently owned and operated community bank, it distinguishes itself through a deep-rooted commitment to local economic growth. By reinvesting local deposits back into the region, the bank provides the essential capital needed for small business expansion, home mortgages, and personal loans that help families in achieve their financial goals. This local focus ensures that financial decisions are made by people who live and work in the same neighborhoods as their customers, fostering a level of personalized service and trust that is often missing from larger national institutions.