Servicing Representative Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the servicing representative job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

B Cassin

Beryl

Cassin

206 Deckow Cliffs

Houston

+1 (555) 409 6867

206 Deckow Cliffs

Houston

Phone

p +1 (555) 409 6867

Experience Experience

New York, NY

Servicing Representative

New York, NY

Hudson Inc

New York, NY

Servicing Representative

Provide feedback to management concerning possible problems or areas of improvement
Make recommendations to implement improved processes
Provide thorough account servicing to and communicate with consumers by telephone and approved written correspondence to attempt to bring resolution to their past due status or other account related issues
Perform other duties as assigned by management
Receive and work through incoming mail, process according to department policy and procedures
Assist in the tracking of insurance monitoring on real estate loans
QC verification of all documents imaged to Content Manager using Oracle Document Capture

Chicago, IL

Asset Servicing Representative

Chicago, IL

Swift, Turcotte and Koelpin

Chicago, IL

Asset Servicing Representative

Provide back-up coverage for team members and assist team members during high volume periods
Help to create and build an environment of teamwork and encourage two-way communication
To assist in developing the department’s image, enhance its profile and maintain its reputation
Work within a business area that has high volume and challenging deadlines
Escalate processing errors and potential risks to line manager upon discovery
Provide Support to other Processors on the Team and Department
To manage own ‘day to day’ responsibilities for coupon and dividend processing across a variety of UK and international markets and products

present

Philadelphia, PA

Account Servicing Representative

Philadelphia, PA

Herzog-Bartoletti

present

Philadelphia, PA

Account Servicing Representative

present

Assist with incoming and outgoing mail
Assist walk in customers with their account information
Communicate effectively both orally and in writing to professionally assist customers with account inquiries
Assist customers with website registration and any website concerns
Assist customers with website registration and any website problems
Communicate effectively both orally and in writing to professionally assist customers with account inquiries and complaints
Cross trained and developed in other areas of account servicing which may include

Education Education

Bachelor’s Degree in Business

University of Pittsburgh

Bachelor’s Degree in Business

Skills Skills

Knowledge, understanding, and compliance with all applicable Federal, State, and Local laws and regulations relating to job duties
Strong listening/comprehension skills
Excellent oral and written communication skills
Knowledge, understanding, and compliance with SST policies and procedures
Ability to stay composed and objective
Ability to use phone and computer systems
Provide thorough, efficient, and accurate account updates on computer files for each call made or received
Provide thorough account servicing to and communicate with consumers by telephone and approved written correspondence to attempt to bring resolution to their past due status or other account related issues
Demonstrate effective skiptracing techniques by validating or locating consumer contact information
Counsel consumers to assist in finding funds to meet debt obligations

Create a Resume in Minutes

7 Servicing Representative resume templates

Read our complete resume writing guides

Loan Servicing Representative Resume Examples & Samples

A High school diploma (or equivalent) with a minimum of five years previous experience in an operations or high volume processing function
Minimum of two year's experience in mortgage servicing, consumer finance or other related activity
Strong organization and follow-up skills; ability to effectively multi-task and prioritize workflow in a high-volume environment; ability to work well independently, as well as, part of a team to achieve department/ group goals
Proven ability to manage more complex loan servicing activity and/or successfully navigate exception-related processes
Flexibility to the changing requirements and priorities of the business with the ability to work varied/ alternate shifts and extra hours as determined by management/ required by the business

Loan Servicing Representative Resume Examples & Samples

Must meet federal, state, local and business requirements for "high risk" positions handling financial instruments
A high school diploma (or equivalent) with a minimum of three years previous experience in an operations, high volume processing, administrative or customer service function to include previous experience in loan servicing, the mortgage industry, consumer finance or other related activity
Strong analytical and assessment skills; demonstrated problem solving ability; strong mathematical aptitude
Strong organization and follow-up skills; ability to effectively multi-task and prioritize workflow in a high-volume environment
Ability to work well independently, as well as, part of a team to achieve department/ group goals
Proficiency with MS Word and Excel, as well as, pertinent mainframe systems and software packages; basic typing/ computer keyboard skills required
Flexibility to the changing requirements and priorities of the business
Ability to work varied/ alternate shifts and extra hours as determined by management and required by the business

Bank Loan Servicing Representative Resume Examples & Samples

Reviewing and processing all bank loan related life cycle events including rate resets, rollovers, paydowns, drawdowns, restructures, cashless rolls, loan extensions and PIKs
Researching and resolving cash and security data discrepancies
Reviewing credit documents and ensuring the proper posting of bank loan restructurings and amendments
Liaising between portfolio managers, traders and trustees for all security specific activities and issues ensuring communication of critical issues to all relevant parties
Designing and/or enhancing internal controls to reduce processing errors
Monitoring all data feeds related to bank loans
Participating in special projects relating to technology enhancements
Assisting department manager in all daily operational functions
Working with Fund Accountants to ensure the cost basis pertaining to loan restructures and corporate actions is accurate
Bachelors degree in finance or related discipline
Team-oriented work ethic including willingness to assist others
Ability to handle multiple projects in a fast paced environment
4+ years financial services/securities industry experience in operations and loan operations working for either a prime broker, administrator or hedge fund
Knowledge of Wall Street Office software and/or Advent Geneva (Not required but recommended)
Knowledge of Microsoft Office Suite, specifically Excel
Strong fixed income product knowledge (CLOs, CDOs TRS) and a basic understanding of accounting theories

Servicing Representative Resume Examples & Samples

Verify liens for direct, home equity, and indirect loans through the documented department procedures
Utilize Access and Web based databases for tracking, monitoring and follow up of tickler codes for outstanding lien exceptions
Tracking of real estate taxes on home equity loans/lines of credit
Process Letters of Guarantee from insurance companies
Initiating process for GAP claims
Follow up on UCC renewals
Credit dispute processing
Incoming/Outgoing phone calls with customers, car dealerships, county/state licensing offices, internal customers (Commerce Bank employees from other areas)
Process incoming mail
All other work as assigned
Good overall PC skills using Microsoft Excel, Word, Access and Outlook
Previous installment loan experience
Experience processing or familiarity with automobile titling
Experience processing or familiarity of real estate lien recording/releasing processes

Loan Servicing Representative Iii Finl Trans Resume Examples & Samples

Should meet federal, state, local and business requirements for "high risk" positions handling financial transactions
Strong oral and written communication skills; excellent analytical and assessment skills; demonstrated problem solving ability; strong mathematical aptitude
Demonstrated ability to effectively train and guide others
Functional and technical expertise garnered and demonstrated through time on the job and/or within mortgage servicing; above average job performance sustained over time
Strong technical aptitude to include proficiency with MS Word and MS Excel; proficiency in MS Access preferred; basic typing/ computer keyboard skills required
Professional demeanor; tact/ diplomacy; and the ability to maintain confidentiality of sensitive information

Servicing Representative Resume Examples & Samples

Verify all direct, home equity, and indirect loans through the documented department procedures
Track and report any errors uncovered during verification for proper exception follow up
Participate in re-verification of loans completed the prior day
Complete daily assigned compliance queries
Verify loan corrections for accuracy
Process Incoming Proof of Insurance Documents
Assist in the tracking of insurance monitoring on real estate loans
Process new incoming Frozen/Closed HELOCs
Review incoming Mail from other departments

Loan Servicing Representative Resume Examples & Samples

5+ years previous experience in an Operations or high volume Processing Function
Computer savvy
Microsoft Office/Suite proficient (Word, Excel, etc.)
Working knowledge off Access

Servicing Representative Resume Examples & Samples

Prepare all account documents for above mentioned business lines for imaging to Content Manager
Indexing of all documents imaged to Content Manager using Oracle Document Capture
QC verification of all documents imaged to Content Manager using Oracle Document Capture
Verification of all documents committed to Content Manager
Preparing boxes of imaged documents for pick-up and storage at Iron Mountain
Prepare Commercial Card and Merchant Services files for scanning using Oracle Document Capture
Process all subpoena documentation requests received from Legal Department
Process all UMD and email requests for documentation
Process all document exceptions as required
Process incoming mail from insurance companies by identifying the appropriate account number and imaging the document as required
All other project work as assigned

Loan Servicing Representative Resume Examples & Samples

Escalate all unresolved processing problems to the appropriate level, as per guidelines, including system, software and hardware failures
Provide advice in the completion of processes within established guidelines and procedures
Ability to multi-task in a fast-paced environment

Client Servicing Representative Resume Examples & Samples

Maintain schedule for, acquire, track costs, P.O.s and invoices for finished and unfinished video materials for client-produced promos and marketing specials
Aggregate and use data on sites, media, and tools, to analyze audience composition, usage patterns, and value created by services, assets, and projects
Review and approve delivery through online video ordering system
Oversee user accounts and support for B2B website and client servicing systems
Maintain delivery profiles on user accounts
Track and curate promotion materials created by broadcast clients from Warner Bros. provided materials
Publish video, images and metadata to B2B website
Publish online video pages for sales to screen to clients
Oversee acquisition of video and localized subs/dubs and written content for
In-venue screenings
Other job related duties or projects as assigned

Asset Servicing Representative Resume Examples & Samples

The candidate will be responsible for processing of all Corporate Action and Income events within their designated section and will work closely with other Team Members and the Team Leader/ Section Manager of the group to address operational issues and work on other Strategic Initiatives
The candidate will have a good understanding of Global Equity and Fixed Income markets, across Voluntary and Mandatory Events
Responsible for ensuring that day to day processing requirements are complete and controls are adhered to
Other responsibilities include event capture, pre/post reconciliation, Client enquiries and Client Instruction handling. Preparation of Management reports and Departmental initiatives, and interfacing with the different teams and the various Asset Servicing locations to ensure timely and accurate processing of all activities on a daily basis within the given timelines. The candidate would also be a key participant for other activities like operational risk and control forums
The candidate will be self motivated with a continuous focus on Global Strategy Development, be able to drive change keeping in mind the organisations key objectives of Control, Capacity, Cost, Client and Completeness
The accurate and timely processing of all events assigned
Adhere to all Departmental Procedures and Controls
Escalate processing errors and potential risks to line manager upon discovery
Where relevant provide detail of exceptions and resolution date to Team Leader
Ensure the timely resolution of all Cash and Stock Breaks
Ensure MIS is recorded on a weekly basis
Monitor and action all daily diary messages
Ensure all daily DCFC checklists are completed
Provide Support to other Processors on the Team and Department
Complete User Acceptance/ Regression Testing on enhancements to system
Participate in Contingency Testing
Assist with Team/ Department Projects
1-2 years of experience working in Financial Services
Income and Corporate Action past experience a benefit
Process high volumes of work with excellent accuracy and attention to detail
Work well under pressure and meet strict deadlines
Strong numerical skills
Strong investigation and reconciliations ability
Controls Focused
Strong organisational skills
Innovative thought process to help develop processes
No specific qualifications are required – on the job training will be provided

Consumer Loan Servicing Representative Resume Examples & Samples

Call center environment; accept incoming calls from internal customers (branches, loan officers, internal departments). Most calls will be questions related to our loan products (installment loans, home equity loans, home equity lines of credit, executive lines of credit)
Complete system maintenance for address changes, name changes, ACH requests/updates and other account updates as needed or requested
Process controls for advances to accounts when necessary but only in accordance with set regulations
Process returned mail; research for new address, make necessary updates when appropriate
Process incoming insurance claims for all direct and indirect loans and lines of credit. This may include claims for motor vehicles and/or real estate property
Adding or removing death and disability insurance, processing the necessary documentation and system maintenance
Initiating processing for death or disability claims, working with the customer and our internal insurance department
Process various incoming mail
Research home equity line of credit payoffs
Work with customers and title companies to provide payoff information on home equity loans/lines of credit when requested
Special projects as required
Multi-task oriented
Customer Service/Call Center experience
Previous installment loan or related work experience

Asset Servicing Representative Resume Examples & Samples

Provide back-up coverage for team members and assist team members during high volume periods
Participate in activities related to compliance with procedures and control
Minimize risk to the bank through increased knowledge of procedural requirements
Maintain awareness of product changes and system enhancements
Monitor for fax instructions received into our SFE Fax Server and follow procedure to Authenticate/verify signatures as part of MIFT compliance re-route to the correct CA locations
Process all Securities Front End re-route requests from all departments and follow through to completion to ensure that vital CA instructions are received by the correct department
Assist in sorting all Securities Front End incoming Corporate Actions SWIFT to correct CA locations,
Re-assign incoming instructions in NCS GICR queue assigned to ECU
Input and Process FTs
Update FT inventory (if required)
Ensure that FTs are Verified by Checker
All FTs are copied and returned to makers at the day of the day
NCS - Instruction queue cleared and printed every hour including end of day
CMU MIS
Fax instructions list of clients maintained
Independent vault count 5% every quarter
Queues cleared and printed 5pm
Prior Experience in Corporate Actions an advantage
Excellent interpersonal, written and verbal communication skills and the ability to communicate and influence at any appropriate level
Good organisational skills, ability to work under pressure, demonstrate initiative and prioritise workload
Ability to learn quickly
Possess the ability to develop good working relationships with various levels of management and external departments
Candidates should be advanced in the use of excel and comfortable with data manipulation via pivot tables, v-lookups, macros and compare & merge functions
Relevant Work Experience

Mortgage Servicing Representative Resume Examples & Samples

Reviews newly closed mortgage transactions on all first, second and HELOC loans to ensure quality and integrity of the mortgage loan file
Responsible for the prompt completion of paid mortgage transactions. Including: Administrators mortgage payoffs, discharges and returns legal documents to the borrower
As required by the Home Mortgage Disclosure Act, responsible for the timely HMDA reporting schedule and integrity of data using various software platforms
Responsible for tracking and the timely paying of Home Owners’ and Flood insurance premiums
Scans and files mortgages documents as needed
Responsible for adhering to the CU’s loan retention policy including the purging of outdated documents
Responsible for following CU policy for reviewing any system changes made by CU staff on core processor
Responsible for recording mortgages electronically
Responsible for requesting and insuring that due diligence information requested from various mortgage vendors is obtained
Acts as a back-up for front desk coverage, as needed
Performs related and unrelated functions as may be assigned or requested

Credit Card Servicing Representative Resume Examples & Samples

Previous Customer Service Experience
Previous Banking \ Financial Institution Experience
Previous Call Center Experience
Bilingual Spanish
Previous Sales Experience
Flexible Availability

Consumer Loan Servicing Representative Resume Examples & Samples

Data entry and PC skills including experience with Outlook, Word, and Excel
Candidate should be organized, dependable, detail-oriented, courteous, able to multi task, friendly, able to promptly respond to requests, and able to respect customer confidentiality
Good written and verbal communication skills are a must as is the ability to keep track of and stay current with multiple work assignments
Exposure to lending, underwriting, and/or home equity/loan processing
Access database knowledge

Processing & Servicing Representative Resume Examples & Samples

Performs various back office functional tasks for all types of consumer loans, commercial loans, small business loans, dealer flooring lines etc
Functional tasks includes, but not limited to: booking, funding, payoff, maintenance, processing of advances and payments, charge-off processing and daily balancing
Handles customer issues/concerns and professionally responds to customer’s requests
Handles large volumes of work quickly and accurately in a fast pace multiple task environment
Reviews, prepares, responds to, balances, processes and/or submits various accounting documents, reports and files to internal departments, government agencies and outside companies
Maintains tickler files such as Collateral Insurance, LOC (Legal Ownership Certificate), Flood Insurance etc
Ensures all documents, reports and files are accurately submitted, recorded and maintained in accordance with department, regulatory and bank guidelines
Researches and responds to routine and non-routine customer inquiries and correspondences
Assists in meeting department goals and objectives by completing projects assigned
1 -2 years prior branch or bank experience preferred or 2 years’ experience in a highly productive customer service working environment
10-Key by touch is highly recommended
Working knowledge of PC/computer software including: Microsoft Office Software, such as Outlook, Internet Explorer, Power Point, Word, Access, and Excel
Ability to adapt to changing electronic environment
Possesses good written and verbal communication skills
Must be able to work with a sense of urgency to meet deadlines
Must be detail oriented and organized
Must possess and exercise critical thinking skills
Must have a good attendance record and be available for overtime as necessary
Must be available to work evening, weekends and holidays as needed
Lifts up to 25 pounds and pushes a mail cart

Servicing Representative Resume Examples & Samples

Phone-related customer service a major plus
Stellar customer service skills – and an overwhelming desire to make lives better, one interaction at a time
High School Diploma or General Education Development (GED) certificate or equivalent relevant work experience desired
Previous call center or collections experience preferred
Ability to maintain the highest level of confidentiality

Asset Servicing Representative Resume Examples & Samples

Strong collaborative skills
Income processing past experience
Process high volumes of work with excellent accuracy and attention to details
Controls focused

Asset Servicing Representative Resume Examples & Samples

Assist in the on-boarding of new clients or client accounts
Assist with team/department projects
Ensure all client queries are responded to within 24hrs of receipt
Ensure all event file checklists are completed on time
Ensure tasks are completed on a daily basis
Ensure the timely resolution of all stock exceptions following reconciliation
Prepare relevant test scripts and participate in Contingency testing
Proactively provide support to other Processors on the team and across the department
Regular review and update of Procedures for the team
Bachelor’s Degree or equivalent in Finance, Accounting, Economics or similar professional qualification
Basic capital market knowledge
English – min. upper-intermediate (B2) written and spoken
Numerical skills
Previous experience (e.g. internship) in finance/ banking as a strong asset
Willing to learn
Accuracy&attention to details
Well-organized, able to meet challenging deadlines
Open to work also with repetitive tasks
Enjoys working in a team

Consumer Loan Servicing Representative Senior Resume Examples & Samples

Prefer: 2 year degree in Business, Finance or Accounting
Previous loan servicing experience/related work experience or at least 1 year Commerce Bank experience
Competent skills using Microsoft Excel, Word, Access and Outlook
Ability to work in a fast paced environment while maintaining accuracy
Experience working with real estate lending documentation and processes

Consumer Loan Servicing Representative Senior Resume Examples & Samples

Previous loan servicing experience or banking experience
Good overall PC skills including spreadsheet and word processing
Good verbal and written communication skills
Team lead experience

Loan Servicing Representative Resume Examples & Samples

Escrow Administration – Maintain contact with tax service providers, taxing authorities, hazard and flood insurance carriers, private mortgage insurance companies and other third parties related to processing escrow items. Interpret taxing jurisdiction requirements and process payments from escrow accounts to ensure timely and accurate remittance of taxes. Review hazard, flood and private mortgage insurance coverage to determine its acceptability within investor and guarantor guidelines and federal law and processes payments to ensure continued coverage. Track unpaid tax and insurance items on non-escrowed loans and lapsed insurance coverage on all loans. Follow up with the member, tax office or insurance carrier to ensure the account is brought into compliance. Comply and interpret escrow account activity data, and complete the escrow analysis report for the borrowers. Provide in-depth explanation of escrow analysis to borrowers
Calculate and process interest rate and payment changes on adjustable rate loans and prepare the proper notification to the members
Document borrower interactions and accurately capture data using company loan processing systems. Maintain contact with borrowers and their representatives throughout the servicing of the loan, assisting them with questions and complaints concerning all aspects of servicing functions, notifying them of information required related to the servicing of the loan, and providing information related to other services
Utilize technology to facilitate streamlined workflows to minimize expenses and enhance service levels. This includes initially assisting and overseeing data definitions, and data mapping involved in centralization of division banks
Collaborate with Management in setting departmental goals and business plans, and updating Department Policies and Procedures accordingly. Stay abreast of industry best practices and regulation and work to keep department and company in compliance with them
Responsible for the monitoring of exception reports, investigation and resolution of cases. Review automated system information to ensure accuracy of data entered. Process AFTs and miscellaneous Loan File Maintenance as required, convert loans from secondary market loans to portfolios, as well as, process modifications and forbearance agreements. Is responsible to follow-up on final documents that are pending
Perform all activities related to the payoff of a mortgage loan, including calculating and providing payoff information to borrowers and third parties, verify the accuracy of funds received and process payoff checks, complete satisfactions on paid in full loans, process loan assumptions and requests for partial releases of property
Assist with training and cross training of personnel within the department
Maintain a working knowledge of federal, state, county or city, investor, insurer and internal laws, policies and procedures with regard to mortgage and equity loan servicing. This includes tax jurisdiction due dates in all states, counties and cities where GBCI has real estate loans, and Fannie Mae, FHLMC, VA, FHA and MI company selling and servicing requirements
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control, in addition to all company policies
A minimum of three years previous experience in an operations, high volume processing, administrative or customer service function in a loan servicing, mortgage industry, and/or consumer finance environment is required
Previous experience with Silverlake Computer Service a plus
A high school diploma or equivalent is required
Possess extensive knowledge of mortgage servicing, GSE guidelines and federal regulations as it pertains to mortgage servicing
Possess proficiency with MS Word and Excel, as well as, pertinent mainframe systems and software packages; possess basic typing/computer keyboard skills required
Demonstrated proficiency with the Jack Henry system, Synergy and Encompass
Possess strong verbal and written communication skills
Able to exercise independent judgment to make decisions and solve problems
Able to organize, initiate follow-ups and prioritize multiple work assignments in a high-volume work environment
Able to work in a high-pressure environment and be able to adapt to the changing requirements and priorities of the business
Possess analytical and assessment skills, demonstrated problem solving ability and strong mathematical aptitude
Able to work well independently, as well as part of a team to achieve department/group goals
Able to employ a professional demeanor such as tact/diplomacy and the ability to maintain confidentiality of sensitive information

Consumer Loan Servicing Representative Resume Examples & Samples

Add and remove freezes to accounts when necessary but only in accordance with set regulations
Experience processing or familiarity with home equity line of credit products
Experience working with real estate documentation and processes

Senior Loan Servicing Representative Resume Examples & Samples

Minimum 3 years previous experience in related field
Highly proficient computer skills, including Windows and Microsoft Office products, Must have a good command of Excel functions
Bank or GL Account reconciliation experience

Loan Servicing Representative Resume Examples & Samples

Education and Experience
A minimum of one year banking experience, preferably in the lending function
Knowledge, Skills, and Abilities
Loan processing knowledge or experience preferred
Interpersonal skills to deal effectively with coworkers and customers in a professional, courteous and respectful manner practicing tact and discretion
Understanding of the various legal entities, required documentation for the different types of entities, signature requirements, etc
Understanding of title reports to ensure proper vesting and lien position
Ability to positively deal with change and work under occasional time constraints, using organizational and time management skills to prioritize tasks
Working knowledge of applicable compliance regulations, reporting requirements, and related documents regarding loan servicing procedures
Must be able to work independently and in a team environment
Must be able to communicate effectively both verbally and in writing
Must possess excellent computer system skills with a high degree of accuracy
Must be capable of a high volume workload while maintaining positive inter-personal relations within the bank staff, existing customers, new customers, and the community in general

Servicing Representative Resume Examples & Samples

Provide thorough account servicing to and communicate with consumers by telephone and approved written correspondence to attempt to bring resolution to their past due status or other account related issues
Provide thorough, efficient, and accurate account updates on computer files for each call made or received
Demonstrate effective skiptracing techniques by validating or locating consumer contact information
Counsel consumers to assist in finding funds to meet debt obligations
Knowledge, understanding, and compliance with SST policies and procedures
Make recommendations to implement improved processes

Ml-mortgage Servicing Representative Resume Examples & Samples

Cross-sells other credit union services
Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors and to provide support and feedback to employees assigned to the closing unit to consistently practice and demonstrate VyStar Excellence behaviors in performing the duties and responsibilities of their position. Expected VyStar behaviors are defined as
Focus Focus your full attention by carefully listening to

Loan Servicing Representative Resume Examples & Samples

Highly proficient computer skills, including Windows and Microsoft Office products. Must have a good command of Excel functions
Possess strong organizational skills, team work spirit and attention to detail
Must have the ability to learn new concepts quickly
Prior loan servicing experience

Processing & Servicing Representative Resume Examples & Samples

Performs various back office functional tasks for all types of consumer loans, commercial loans, small business loans, dealer flooring lines etc. Functional tasks include, but are not limited to: booking, funding, payoff, maintenance, processing of advances and payments, charge-off processing and daily balancing. Handles customer issues/concerns and professionally responds to customer requests. Handles large volumes of work quickly and accurately in a fast paced multi-task environment
Reviews, prepares, responds to, balances, processes and/or submits various accounting documents, reports and files to internal departments, government agencies and outside companies. Maintains tickler files such as Collateral Insurance, LOC (Legal Ownership Certificate), Flood Insurance, etc. Ensures all documents, reports and files are accurately submitted, recorded and maintained in accordance with department, regulatory and Bank guidelines
Researches and responds to routine and non-routine customer inquiries and correspondence. Assists in meeting department goals and objectives by completing assigned projects
Performs all other miscellaneous responsibilities and duties as assigned
Minimum 2 years prior branch or other bank experience preferred, at least 2 years of experience in a highly productive customer service environment or equivalent work experience
Demonstrated proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access and PowerPoint) or similar software
Knowledge of or ability to use Bank software and systems
Possesses good written and verbal communication skills and have a customer service orientation
Must be a self-starter and able to work with a sense of urgency to meet deadlines
Should be flexible, detail oriented and organized
Must have a good attendance record and be able to work flexible hours including holidays, weekends and evenings as needed or assigned
Able to quickly adapt to changes in the electronic environment
Must be able to lift up to 25 pounds and push a mail cart

Consumer Loan Servicing Representative Resume Examples & Samples

Proficient overall PC skills using Microsoft Excel, Word, Access and Outlook
Excellent oral and written skills
Ability to multi-task and detail oriented
Experience working with real estate/home equity documentation and processes

Account Servicing Representative Resume Examples & Samples

Review with customers their account status and histories as well as respond to their inquiries about same
Process payments received (i.e. lockbox, ACH and manual payments)
Scan deposits and reconcile batches
Advise customers on procedures to follow in regard to services they may be requesting
Assist customers with website registration and any website problems
Assist walk in customers with their inquiries
Assist with incoming and outgoing mail
Communicate effectively both orally and in writing to professionally assist customers with account inquiries and complaints
Effectively process any customer request for a telephone payment transaction request
Perform requested courtesy reminder calls on past due accounts
Perform welcome calls to new customers
Professionally and courteously answer all inbound Seller Finance calls
Properly tickle job orders in accounts when services are either requested or required
Pull faxes and emails from LivePerson to ensure they are properly documented in the account
Set up ACH transaction requests for account payors and for account owners as well as issue confirmation letters
Cross train in all areas of Account Servicing
Complete all tasks and tickles assigned within metric standards
All other duties as assigned by the Seller Finance Supervisor
Extensive ability to manage and prioritize daily assignments and ability to work under tight time constraints
Must be flexible and able to work independently with minimal supervision
Ability to use common office suite software (Microsoft Office)
Ability to establish and maintain harmonious and effective relationships with customers, co-works and other department staff
Account and bank reconciliation experience
Knowledge of office methods and procedures and of standard office equipment (e.g. personal computer, calculator, copier, facsimile machine, scanner, microfilm reader, etc.)
High School diploma/equivalent

Account Servicing Representative Resume Examples & Samples

Communicate effectively both orally and in writing to professionally assist customers with account inquiries
May process payments received (i.e. lockbox, ACH and manual payments) as well as scan deposits and reconcile accounts
Assist customers with website registration and any website concerns
Assist walk in customers with their account information
Effectively process any customer request for a telephone payment transaction as requested
Cross trained and developed in other areas of account servicing which may include
Ability to establish and maintain harmonious and effective relationships with customers, co-workers and other department staff
Account and bank reconciliation experience preferred
Knowledge of office methods and procedures and use standard office equipment (e.g. personal computer, calculator, copier, facsimile machine, scanner, microfilm reader, etc.)

Asset Servicing Representative Resume Examples & Samples

To manage own ‘day to day’ responsibilities for coupon and dividend processing across a variety of UK and international markets and products
Ensuring that all payment and internal deadlines are met, relevant receivable and payable items are investigated, narrated and satisfactorily resolved to achieve settlement and that the reconciliation breaks identified are investigated and resolved to minimise risk to the firm
Responsibility for reconciling postings to the general ledger, controlling cash exceptions and resolving customer queries
To ensure prioritisation and resolution of high-risk items
To escalate problems to senior levels (when necessary). Ensure a high level of customer service and be efficient and effective at all times
To minimise losses and errors across your lines of responsibility, using consistently high standards, processes and controls
Help to create and build an environment of teamwork and encourage two-way communication
To assist in developing the department’s image, enhance its profile and maintain its reputation
Meeting all Control and Compliance requirements, in particular but not limited to all RSCA controls, as well as carrying out mandatory training, regular review and update of procedures as required ensuring that changes in process as well as new processes are fully documented
Being fully aware of information security requirements, and complying with the clear desk policies, and ensuring that all documentation is destroyed or locked in pedestals at end of day. Also particular focus on security of customer confidentiality and controls in identifying customers when dealing with inbound requests
Familiarity with FCA Client Money regulations for the protection and segregation of client funds
Ability to work in a high volume-processing environment and add value to multiple projects/priorities
An interest and general understanding of the financial products industry
Desire to work in a pressurised area undertaking immense change