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Mortgage Servicing Specialist

Merchants Bank IN

Office

Carmel, IN, US

Full Time

Description

Our Mortgage Servicing Specialist will pull and analyze closing loan documents, checking insurance coverage for properties, prep-to-file booking, and accurate processing of mortgage servicing transactions. While receiving hands-on training by members of the Merchants Mortgage team, you will be able to work in a laid-back environment that encourages team building.


After one year as a Servicing Specialist, you will know you were successful if you are able to do the following confidently and independently:

  • Reviewing and processing loan documents after closing for completeness and accuracy.
  • Receiving and managing customer calls via incoming Customer Service Lines.
  • Track all loan related insurance requirements.
  • Validate insurance coverage amounts according to bank and local requirements. 
  • Assist with tax and insurance payments on escrow accounts.
  • Verify payment of all taxes and insurance for escrowed and non-escrowed accounts.
  • Book first mortgages and HELOCs on servicing platform.
  • Analyze data and research issues and exceptions while making or recommending appropriate changes.
  • Process incoming and outgoing mail items.
  • Produce and mail late notices and monthly statements, sort, and process payments.
  • Set up ACH plans upon receipt of authorization forms. 
  • Prepare and send payoff statements and process incoming payoff proceeds.



Requirements



What we are looking for...

  • A minimum of three years’ mortgage banking experience in areas of loan servicing, or an educational background that provides a level of knowledge typically gained from three years or more experience preferred. 
  • Requires at least a high school diploma or GED from an accredited institution.
  • Strong organizational skills required with the ability to prioritize work to meet deadlines.
  • Must demonstrate excellent verbal and written customer service skills.
  • Requires proficient knowledge of MS Word, Excel, and Outlook.
  • Previous mortgage loan servicing experiences strongly preferred.
  • Previous banking experience preferred.



Mortgage Servicing Specialist

Office

Carmel, IN, US

Full Time

August 20, 2025

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Merchants Bank IN

MerchantsBankIN