Specialty Loan Advisor – High-Performance Servicing Role

Jobtailor; Jacksonville (FL); On-site; USD 52,000 - 68,000; Full time

Job summary

Jobtailor in Jacksonville, FL is seeking a Mortgage Servicing Specialist to manage a portfolio of Business Purpose Loans, delivering consistent, high-quality servicing to borrowers, attorneys, and third parties.

You will analyze payment histories, escrow and billing, generate reports, ensure compliance, and collaborate across teams to meet KPIs. This position supports the company’s commitment to accurate servicing and excellent customer experience.

Qualifications

• 3–5 years of mortgage servicing or contact center experience.
• Working knowledge of Business Purpose Loans (BPLs).
• Understanding escrow, billing, and payment histories.
• Experience with cross-collateralized servicing and lien releases.
• Knowledge of property preservation processes.
• Strong analytical and problem-solving skills with attention to detail.
• Ability to manage high-volume workload and meet deadlines.
• Excellent communication and teamwork skills.

Responsibilities

• Manage a portfolio of Business Purpose Loans with high-quality servicing.
• Provide advisory guidance tailored to customer needs.
• Handle inbound/outbound calls, email, and text communications.
• Perform administrative, transactional, and research tasks.
• Generate reports and analyze data to support initiatives.
• Ensure compliance with policies and investor requirements.
• Collaborate cross-functionally to resolve escalations.
• Meet production goals and KPI targets.

Skills

Mortgage Servicing

Analytical Skills

Communication Skills

Customer Service

Team Collaboration

MS Office Proficiency

Attention to Detail

Education

High School Diploma

GED

Associate's Degree

Bachelor's Degree

Tools

MSP

Black Knight/LPS

Sagent

OneDrive

Outlook

Job description

• Manage a portfolio of Business Purpose Loans by providing consistent, high-quality servicing and support to internal and external stakeholders
• Serve in an advisory capacity to customers, providing guidance tailored to their unique business needs
• Handle inbound and outbound calls, email, and text communications to support clients, attorneys, and authorized third parties
• Perform moderately complex administrative, transactional, and operational tasks, including research, analysis, and documentation
• Generate reports and analyze data to support strategic initiatives and improve customer outcomes
• Ensure compliance with company policies, procedures, and investor requirements
• Leverage systems and tools to ensure accuracy, efficiency, and strong customer experience
• Meet and exceed production goals (KPIs)
• Collaborate cross-functionally to resolve escalations and improve servicing effectiveness
• Follow other job-related instructions and perform other assigned job-related duties

Requirements

• 3-5 years of experience in mortgage servicing, contact center, or related roles
• Working knowledge of Business Purpose Loans (BPLs)
• Strong understanding of escrow, billing, payment histories, and 1098 statements
• Experience with cross-collateralized servicing and partial lien releases
• Knowledge of property preservation processes
• Strong analytical and problem-solving skills with high attention to detail
• Ability to manage high-volume workload and meet deadlines
• Excellent communication skills
• Ability to work independently and in a team environment
• Strong advisory and relationship management skills
• High school diploma or GED required
• Associate's or Bachelor's degree preferred
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, OneDrive, Outlook)
• Experience with MSP, Black Knight/LPS, or Sagent preferred

Core Competencies

Demonstrates expertise in managing Business Purpose Loans with a strong focus on customer service, compliance, and data analysis. Proficient in leveraging technology and tools to enhance operational efficiency and meet production goals.

Highest-signal resume keywords

• Business Purpose Loans Management
• Mortgage Servicing Experience
• Analytical Skills
• Microsoft Office Proficiency
• Communication Skills

Hard Skills

• Business Purpose Loans
• Escrow Knowledge
• Billing Understanding
• Payment History Analysis
• Cross-Collateralized Servicing
• Partial Lien Releases
• Property Preservation Processes
• Data Analysis
• Report Generation
• KPI Achievement

Soft Skills

• Advisory Skills
• Relationship Management
• Problem-Solving Skills
• Attention to Detail
• Team Collaboration

Certifications & Qualifications

• High School Diploma
• GED
• Associate's Degree
• Bachelor's Degree

Industry Keywords

• Mortgage Servicing
• Contact Center
• Compliance
• Customer Experience
• Operational Tasks

Tools & Technologies

• MSP
• Black Knight/LPS
• Sagent
• OneDrive
• Outlook