Mortgage Servicing Specialist I

Univest Financial Corporation is seeking a detail-oriented Mortgage Servicing Specialist I to support key mortgage servicing functions, including loan boarding, escrow setup and maintenance, PMI processing, and timely resolution of internal and external customer requests. This is a hybrid position based at Harbor Place in Souderton, PA, offering the opportunity to collaborate with a knowledgeable team while helping ensure accurate, compliant servicing and exceptional customer experiences. If you’re ready to bring your mortgage operations expertise to a growing organization, apply today.

Input new mortgage loans to the JH Banking System and verify accuracy, especially with escrow amounts

Perform quality control of mortgage and escrow documents scanned in Synergy Imagining System after loan input

Fund mortgages sold to investors via Jack Henry and maintain Excel spreadsheet for reporting purposes

Reply to telephone and email requests from internal and external customers for mortgage loan information

Reply to telephone and email requests from internal and external customers for mortgage escrow information and handle annual escrow analysis statement questions

Process the addition and removal of escrow accounts based on investor guidelines

Disburse payments from escrow for quarterly and yearly tax bills

Disburse payments from escrow for monthly payments to PMI companies

Activate PMI for newly boarded loans

Understand and analyze complex escrow issues like handling tax shortages due to increases in homeowners’ insurance and taxes.

Assist customer and branch staff with inquiries for homeowner’s insurance claims and track progress

Daily settlements on Escrow general ledger and private mortgage insurance (PMI) general ledger

Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.

Perform other duties as assigned.

Bachelor’s degree or a minimum of 1 year bank loan operations experience or equivalent required related education and experience

Excellent customer service, telephone skills, written and verbal communication

Have a comprehension of mortgage loan documents and processing (including escrow)

Ability to work separately and as part of a team

Ability to prioritize, organize, and enter data accurately

Experience with Private Mortgage Insurance a plus

Advanced PC, Word, Excel skills, Encompass, Jack Henry, Ground Control, and BlackLine a plus

Wage Range:

The salary for this position starts at $20/hr                                                                                                                                        

Benefits Overview:

Univest offers a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 15 days annually (prorated your first year)
• Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service
• Holiday Time Off: 11 paid holidays
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

Click here for Benefit Information

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An Equal Opportunity Employer.  Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.