Real Estate Servicing Advisor

PSECU Pennsylvania State Employees Credit Union; Pennsylvania; Hybrid; USD 42,000 - 68,000; Full time

Job summary

PSECU, a long-standing credit union, is seeking a Real Estate Servicing Advisor to perform mortgage processing, escrow management, and payoff duties. The role involves handling insurance-related tasks and maintaining accurate real estate loan records, with a focus on member questions and timely processing.

The candidate should have a high school diploma and detailed knowledge of mortgage-related workflows, with on-site collaboration and a 60% on-site expectation (3 days a week) in a hybrid setup.

Qualifications

• High School diploma or equivalent required.
• Experience in mortgage servicing or customer support preferred.
• Strong attention to detail and accuracy.

Responsibilities

• Handle member inquiries by phone and written correspondence.
• Process insurance-related mail and escrow, PMI waivers.
• Review and disburse Real Estate Equity (REE) and Home Equity Line of Credit (HELOC) loans.
• Generate payoff letters for members and third parties.
• Set up and maintain escrow accounts (including Escrow/PMI waivers).
• Process insurance claims related to real estate.
• Support modifications and rate changes on mortgages.

Skills

Customer service

Phone support

Attention to detail

Education

High School Diploma or equivalent

Tools

Escrow management software

Mortgage processing systems

Job description

Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on... The Real Estate Servicing Advisor’s primary responsibilities include research and error corrections, various types of modifications to mortgages, posting of settlement checks, follow up on insurance loss funds held for repairs and unfinished work, processing payoffs, rate changes on adjustable rate mortgages, private mortgage insurance processing and waiver requests, requests for release of collateral, quality assurance checks on both system and personal output, establish real estate secured loans, issue checks, properly secure/collateralize real estate loans, make payments to real estate loans, set up and maintain escrow accounts, understand and troubleshoot escrow analysis and pay off and satisfy real estate loans.

Real Estate Servicing Advisors routinely communicate with the membership verbally and in writing.

Schedule: Monday - Friday 9:00am - 5:00pm. Onsite expectation is 60%; 3 days a week.

In this position, you will

• Member Phone Calls: Handle member inquiries and provide assistance over the phone.
• Insurance Mail Processing: Process incoming insurance-related mail.
• Loan Review and Disbursement: Review and disburse Real Estate Equity (REE) and Home Equity Line of Credit (HELOC) loans.
• Payoff Letters: Generate payoff letters for members and third parties.
• Escrow Management: Set up and remove escrow accounts (including Escrow/PMI waivers).
• Insurance Claims Processing: Gather and process insurance claims related to real estate.
• Other duties as assigned.

Qualifications: High School (Required) Any equivalent combination of experience and education.

In 1934, 22 ordinary people pooled $90 of their own money and formed PSECU, a not-for-profit credit union, to provide a better life for themselves and their families. Since then, PSECU has grown to over $8 billion in assets, more than 590,000 members, and approximately 850 employees. We’ve been recognized by several organizations for our high-quality, low-cost financial products and services, positive member experience, and commitment to helping our Members Achieve More.